Act-On’s newest integrations include CRM systems, such as Salesforce, Microsoft Dynamics, Oracle Netsuite, SugarCRM, and Zendesk Sell, for marketing and sales teams to sync data for segmentation, reporting, sales insights, and forms.
Act-On Software, a provider of marketing automation solutions, is expanding integration options with advanced webhooks technology to create a single source of truth for customer behavior data that resides in Act-On’s marketing automation platform.
Act-On’s newest integrations include the following:
- Leading CRM systems, including Salesforce, Microsoft Dynamics, Oracle Netsuite, SugarCRM, and Zendesk Sell, for marketing and sales teams to sync data for segmentation, reporting, sales insights, and forms.
- Webinar, social media, SMS messaging, and data enhancement/augmentation solutions.
- Other marketing solutions via rest API, external services such as Zapier and Cazoomi, simple FTP sync, and HTTP requests.
- Data sharing with Act-On’s Customer Data Lake on Snowflake and AWS and Act-On Data Studio, providing access to reporting in external business intelligence systems like Salesforce’s Tableau or Microsoft’s PowerBI.
“Data and system extensibility is key to intelligent marketing,” Act-On CEO Kate Johnson said in a statement. “Through comprehensive integration strategy, advanced analytics, and AI everywhere, Act-On is charting the course for marketing automation 3.0.”
With this latest release of advanced webhooks technology, Act-On enables the following:
- Data sharing between platforms and programmed events to trigger direct mail campaigns and gifts for welcome packages, client loyalty programs, and renewal incentives.
- Contact information passing for customers not using one of the leading CRMs that natively integrate with Act-On. Users can send prospect contact information into their CRM, such as Zoho, Redtail, or Deltek Vantagepoint CRM for project-based businesses, event system, or any other webhook-enabled solution to create or update a contact record, initiate a workflow, or update a lead score.
- Sending hot prospect notifications into Salesforce’s Slack or contact information into a CRM to trigger sales outreach calls. Lead scores are updated automatically.
- Extended visibility of Calend.ly scheduled meetings to Act-On for segmentation and lead scoring.
- Real-time communication, cross-functional alignment, lead management, and efficiency gains by sharing campaign status and other data specific to Act-On in Microsoft Teams or Slack.
- Sharing data to update subscription state to respect email preferences and privacy by sharing real-time opt-in/out status across applications.
- Sharing of external event registration insights for future marketing campaigns in Act-On and updated lead scores.
