Microsoft Dynamics CRM helps you build strong relationships with your customers. Integrate it with Act-On, and you can transform every touch point into a marketing opportunity. Your Act-On account works seamlessly with your Microsoft Dynamics CRM account to provide a complete closed-loop system for multi-channel lead generation, management, and revenue contribution.

Easy, automatic synchronization

Act-On’s seamless integration with Microsoft Dynamics makes it easier for marketing to deliver more highly qualified, sales-ready leads to the sales team. Using Act-On’s native, out-of-the-box integration, you can set up automatic, bi-directional synchronization between Microsoft Dynamics CRM and Act-On – easily, in just minutes. With Act-On, you can attract, capture, and nurture prospects, then convert leads directly into Microsoft Dynamics. Sales accesses Microsoft Dynamics to get real-time information, including prioritized leads and activity history for leads and contacts.



Contact Activity History

Act-On activity history gives sales reps detailed information about a prospect’s online activity so that they know what prospects are interested in, and what’s driving their engagement with your brand. Act-On automatically updates the contact and lead records in Microsoft Dynamics with all engagement activity, including:

  • Emails sent, opened and clicked.
  • Web page and landing page visits
  • Event registrations & attendance
  • Content downloads and form submits
  • …and more

Prioritize leads with lead scoring

Say goodbye to cold calling. Act-On lead scoring helps you identify and prioritize hot leads. Sales-ready leads are identified based on points scored for demographic and firmographic data, and behavioral touch points including email, web pages,  event attendance, and form submissions. Your sales team will know who prospects are, what they care about, and what to say during the sales call.



“Act-On has been integrating with [Microsoft] Dynamics CRM longer than some of its competitors and has a seamless look and feel. The sales team can easily go into Dynamics and see what a prospect has been looking at, which emails they’ve opened, everything. That really helps them relate to prospects when they’re on sales calls.”

-Sarah Parker
Vice President of Marketing, Templeton & Company


Account-Based Marketing

Act-On’s Account-Based marketing automation gives you the ability to view, segment, and score your prospects and customers from an account view.

  • Automated Account Views – Account lists and profiles are automatically generated based on the data you already have in Microsoft Dynamics
  • Account Scoring – Understand the engagement of whole buying teams with account-based scoring
  • Account Group Views – Create account groups to segment your prospects and customers based on industry, company size, and other firmographic data.
  • Account Nurturing – Nurture accounts, not contacts. Send nurture emails to entire account groups to keep buying teams engaged.

Lead Generating Forms

You won’t need technical resources to build customized and branded lead generation forms and landing pages. You can easily feed form submissions into Microsoft Dynamics without risk of duplicates, supplying fresh, engaged leads directly to your sales team.



Act-On Anywhere integrates with Microsoft Outlook

Act-On + Microsoft = Better Together

Act-On works seamlessly with Microsoft Dynamics, Power BI, Outlook, and more. If your business is already humming on the cloud, then you owe it to your bottom line to add Act-On marketing automation to your tech stack. Act-On offers an integrated marketing workspace to help marketers manage the entire customer experience.

Ready to be a marketing hero?