Act-On Integrates With SugarCRM

Your Act-On account works seamlessly with your SugarCRM account providing a complete closed-loop system for multi-channel lead generation, management, and revenue contribution. Check out our listing on the Sugar Exchange Website.

SugarCRM
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Intelligent synchronization

Act-On integrates with leads, contacts, reports and campaigns in your SugarCRM, pulling the data you want with ease.

Unlike the majority of marketing automation platforms, Act-On doesn't automatically pull the entire SugarCRM database. Instead, you choose how much to transfer and Act-On keeps this subset in sync and up-to-date.

Sales and marketing alignment

When you execute marketing campaigns, Act-On automatically updates the contact and lead records in SugarCRM by adding marketing touch points to the respective activity histories, such as:

  • Emails sent
  • Click-throughs
  • Webinar registrations
  • Webinar attendance
  • White paper downloads
  • Website visits
  • ...and more

Act-On automatically pushes data to SugarCRM making it immediately actionable for sales to view in the sales portal. Salespeople can view all website visitor activity, and customize and set their own criteria for alert settings based on:

  • Person
  • Email address
  • Company
  • City
  • State
  • Area code
  • Country
  • Webpage(s) viewed

Once the setup is complete, an automated text or email notification is sent to the sales rep whenever an alert is triggered, allowing them to follow up immediately.

Real-time updates and alerts

Using Act-On web forms you can run marketing campaigns that use web-based registration forms or other types of forms that automatically update the SugarCRM database. In addition, any Act-On alerts generated by website visitor traffic automatically update SugarCRM as well. Both marketers and sales people get a real-time view of their campaigns' performance as well as track their customers' and prospects' online behavior to help close business fast.

Act-On integrates with versions of SugarCRM 5.2.0 or higher.

Case Studies

W-Systems

W-Systems manages marketing and sales technology software deployments, with an emphasis on Sugar. The firm picked Act-On for its commitment to the Sugar integration.

I saw Act-On continuing to enhance its Sugar integration and going to SugarCon with new and improved features. That continuity, that ongoing effort to integrate with Sugar, was what I was looking for.”
— Christian Wettre, President, W-Systems