CRM integration with Act-On

Leverage customer data for marketing success

Why connect your CRM to Act-On?

By connecting your CRM system to Act-On, you turn separate marketing and sales teams into a unified force. This integration enables automatic data exchange, ensuring everyone has access to the most current customer data and lead statuses.

This allows you to respond to opportunities faster, send more relevant messages at the right time, and collaborate more effectively. Your marketing efforts become visible to sales—and vice versa: every interaction, update, or new lead is automatically shared between platforms.

This makes lead follow-up smarter, campaign tracking clearer, and customer communication more personal.

Benefits of integrating CRM and Act-On

Better lead handling: Automatically nurture potential customers until they’re ready to buy.

Personalized marketing: Use CRM data to craft messages that match your customer’s needs.

Sales team superpowers: Give reps full insight into lead interests and interactions for smarter outreach.

Always up to date: Keep customer data in sync across both systems so everyone works from the latest info.

Track your success: Link marketing efforts directly to sales results to measure ROI.

Maximize Act-On with CRM integration

With Act-On and CRM integration, you bring marketing and sales together for real. Real-time data exchange and smart automation give you a complete, up-to-date customer view—so you work more efficiently and get more from every lead. That means measurable marketing and focused results.

  • See what works: View marketing performance right from your CRM, connecting the dots between campaigns and conversions.
  • Two-way sync: Both systems communicate, so updates in one are reflected in the other—keeping activities and contact data in sync.
  • Lead scoring: Act-On tracks engagement (like email opens or web visits) and calculates a score showing buying intent—so sales knows who to call first.
  • Automated campaigns: Trigger emails and workflows from CRM events, such as new leads entering the system.
  • Targeted messaging: Use rich CRM data to personalize campaigns by segment, industry or behavior.


Let us help you integrate CRM with Act-On

As an Act-On Certified Partner, Marketing Guys ensures smooth and reliable CRM integrations. We connect Act-On to Salesforce, SugarCRM, NetSuite, Zendesk Sell, Microsoft Dynamics—and more.

Using another CRM? No problem. With extensive custom integration experience, we make sure Act-On connects to your stack. Whatever your CRM, we’ll handle the integration so you can get started right away.

30-minute strategy meeting

Book a free 30-minute strategy meeting with Caroline and discuss one of the topics below:

  • Lead generation strategy
  • Marketing & Sales strategy
  • Data-driven digital marketing strategy
  • Marketing & sales automation audit
  • Real-time dashboarding
  • Digital advertising

Discover how technology can accelerate your growth.

Have questions about marketing automation, CRM, or integrations? Together, we’ll find the best solution for your organization.