Base CRM to Act-On
Professional
/month/company
Everything for a thriving business needing unlimited data integration between their disparate systems.
| 142 Integrations Available | |
| Unlimited Number of Records | |
| Unlimited Account Users | |
| Sync on Demand | |
| Sync Scheduling (6, 12 or 24 hours) | |
| 24/7 Support and Email | |
| 100+ unique customizations | |
| Custom services | |
| Scheduled phone support |
Major Features
- Sync Base CRM Contacts and Leads to Act-On Master List(s).
- Custom field mapping between both systems.
- Sync Lead Score from Act-On to CRM.
- Campaign Response data will be synced as Contact Notes. Option to sync specific Campaigns or all Campaigns.
- Filter and sync only those records who meet specific criteria from CRM.
- Opt-outs managed automatically.
- Base CRM always takes higher precedence over Act-On. Any Contact changes in Base CRM will always be synced to Act-On.
- Contact data is synced from Act-On only if the email address doesn't exist in Base CRM at the time of syncing.
- Please contact your Act-On Customer Success Manager (CSM) to gain access to the Act-On APIs.
Enterprise
/month/company
This plan has every feature of our Pro Plan with added real-time integration feature in scheduling.
| All Integrations Available | |
| Unlimited Number of Records | |
| Unlimited Account Users | |
| Sync on Demand | |
| Flexible Sync Scheduling (min, hour, day) | |
| 24/7 Support and Email | |
| 100+ unique customizations | |
| Custom services | |
| Scheduled phone support |
Major Features
- Sync Base CRM Contacts and Leads to Act-On Master List(s).
- Custom field mapping between both systems.
- Sync Lead Score from Act-On to CRM.
- Campaign Response data will be synced as Contact Notes. Option to sync specific Campaigns or all Campaigns.
- Filter and sync only those records who meet specific criteria from CRM.
- Opt-outs managed automatically.
- Base CRM always takes higher precedence over Act-On. Any Contact changes in Base CRM will always be synced to Act-On.
- Contact data is synced from Act-On only if the email address doesn't exist in Base CRM at the time of syncing.
- Please contact your Act-On Customer Success Manager (CSM) to gain access to the Act-On APIs.
How Does SyncApps Work?
After you create your account, you get instant access to all Sync Profiles for 2 weeks & we don't require a credit card during the trial, so you get to try Cazoomi risk-free.
If you haven't upgraded yet within the 2 weeks trial, our Cazoomi team will send you an email reminder before your trial ends so you will still have some time to choose one of our three subscription plans. In a 2 weeks Free Trial, you can only sync 100 records and 1 Campaign to sync with the Enterprise Plan features to maximize testing.
When you choose the subscription plan that is right for you, your account will be instantly upgraded.
see our plansTouch base with the Cazoomi product team leads, share ideas, and get answers to your SyncApps questions.
Contact Us
With Cazoomi you can seamlessly integrate your Cloud, On-Premise or Plug-in applications with your Financials, Marketing, eCommerce, Support and other mission critical applications.
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