CRM Integration

Accelerate and automate your lead management process to maximize sales effectiveness

Delivering the most powerful native CRM integrations

When your CRM + Act-On connect, your data comes to life driving higher open, engagement and conversion rates.

Act-On integrates with your CRM in 60 minutes or less

LEAD VISIBILITY

Go beyond traditional website analysis tools

Act-On’s Website Prospector allows sales to reach out warmly and effectively, with insight into a lead’s interests and pain points based on the pages they visited, content downloaded and more.

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More easily engage contacts through targeted account activity

Set up alerts that immediately notify your team when a particular person or company visits a target page or performs a specific action (e.g., fills out a form). By combining this information with the visitor’s entire activity history, marketing can utilize the data for segmenting targeted accounts and Sales can more easily engage with a potential buyer.

LEAD PRIORITIZATION

Drives sales productivity and increases follow-up success

Hand off hot leads to Sales seamlessly in the CRM the moment they’re captured, while the rest go to lead nurturing programs. Act-On forms are tied directly to your CRM so you can specify which leads get pushed automatically with a flip of a switch.

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Hot prospects

Sales no longer has to waste time asking the question, “Who do I call first?” With Hot Prospects built into their CRM view, they are a click away and Sales has a list of their most engaged leads and contacts readily available to them at any time.

LEAD FOLLOW-UP

Empower sales to have better conversations

Adding Act-On’s marketing technology platform to your CRM gives you a window into a prospect’s interest, intent and opportunities. Without ever having to leave the CRM, Act-On enables Sales to see a complete engagement history – emails clicked, web pages visited, content downloaded, and more – directly from the lead or contact record.

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Maximize engagement with personalization

Act-On gives you the tools to make the CRM data actionable and the intelligence to make it personal. Craft personalized and trackable Act-On emails for Sales to use with the CRM data. With just a click, Sales can easily deliver messages that are tailored to the individual prospect and will drive them to the most compelling dynamic content.

Unlock your data and maximize the growth of your business

Explore additional integrations available through partners, customer packages and our APIs

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Act-On API
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Are you ready to unlock your marketing superpowers?