Zendesk Sell to Act-On
Engage your prospects, clients, and partners in real-time with Act-On marketing automation connected to Zendesk Sell.
Major Features
- Sync Zendesk Sell Contacts and Leads to Act-On 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 or vice-versa.
- Opt-outs managed automatically.
- Zendesk Sell always takes higher precedence over Act-On. Any Contact changes in Zendesk Sell will always be synced to Act-On.
- Contact data is synced from Act-On only if the email address doesn't exist in Zendesk Sell at the time of syncing or Update Field Mapping is enabled.
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Sign up, connect your Software and integrate 1 to 1,000,000 records, or even more in all Plans! No credit card required.
Free
$
0
/month/company
Need to replace error prone CRM data import/export for your business? This is a perfect set it & forget it plan.
Free Plan
All Marketing Automation Software integrations available, sync unlimited records with 1 Sync Profile.
Plan Includes:| FREE for Marketing Automation | |
| 1 Sync Profile Available | |
| Unlimited records for syncing | |
| Every 24 hours sync interval | |
| Unlimited Team Members | |
| Sync on Demand |
Basic
$
49
99
/month/company
This plan will get your business started with our easy point and press integration to save time integrating.
Basic Plan
Comes with 2 integrations, this plan is best for startups and small businesses with 6, 12 and 24 hours syncing interval needs.
Plan Includes:| All Integrations Available | |
| 2 Sync Profiles Available | |
| Unlimited records for syncing | |
| 6, 12 and 24 hours Sync Interval | |
| 2 Team Members | |
| Sync on Demand |
Professional
$
99
99
/month/company
Everything for a thriving business needing unlimited data integration between their disparate systems.
Professional Plan
Comes with 10 integrations and Sync Scheduling, every 1, 6, 12, and 24 hours sync interval.
Plan Includes:| All Integrations Available | |
| 10 Sync Profiles Available | |
| Unlimited records for syncing | |
| 1, 6, 12, and 24 Hours Sync Interval | |
| Unlimited Team Members | |
| Sync on Demand |
Enterprise
$
199
99
/month/company
This plan has every feature of our Pro Plan with added real-time integration feature in scheduling.
Enterprise Plan
Comes with 20 integrations and unlimited records sync with flexible sync scheduling and 24/7 support.
Plan Includes:| All Integrations Available | |
| 20 Sync Profiles Available | |
| Unlimited records for syncing | |
| Real-time and Flexible Sync Interval | |
| Unlimited Team Members | |
| Sync on Demand |
Support
Touch base with the SyncApps Experts, share ideas, and get answers to your SyncApps questions.
- Get a SyncApps guru dedicated to review your integration with you?
- Need some help with your Sync Profile setup?
- Want a SyncApps Expert to hop on an online meeting to have a look into a problem you are having?
​Scaling Up and Scaling Down. For more on our Support and Consulting offers, contact us and we'll discuss all available options including referrals to access to our network of implementation partners, if needed.
How it Works
Insert your integration information
Select the Software you use to get started and name the profile. This is just a description for you to remember the Sync Profile that you created. A Sync Profile is just a term meaning your integration.
After entering your software credentials if you have questions while on any step in your Sync Profile please hover over any SyncNotes to get detailed information on that specific integration service or related item.
Add-Ons
The Add-Ons screen allows you to select those you want and more for each software you connect. Press the Add-Ons you would like to configure and Press Next.
Custom Field Mapping
Additional field mapping is optional. Basic Contact fields such as Email Address, Name, Title, Address, Company Name are already premapped for you. You can also enable static text mapping capability to sync back fields from landing pages to your software.
Field mapping from your chosen software 1 & software 2 allows you to update existing records or new records with ease. Be sure that after adding new field mapping to press Reset Sync Process from your Sync Profile page so all your data will be re-synced with the new field mappings.
Filter & Segmentation
Filtering takes your CRM, eCommerce or other records, filters based on the specified criteria and syncs the records into your target software. Filter your unlimited records bidirectionally from either software you are using today.
Segmentation syncs records from each defined segment into separate Lists, Groups, or Tags.
Does it only work if you use Campaigns, Marketing Lists, List Views, Groups, Tags or Saved Searches and pull records based on your filters from your software system of record?
No, it also works if you do not use Campaigns, Marketing Lists, List Views, Groups, Tags or Saved Searches. Try it out today in your Trial or, if on a paid plan, from the Add-Ons page!
Sync Scheduling
Sync Scheduling can be set up on your trial and on paid plans. Sync On-Demand is available too on all trials to allow quick testing of your software's integration. On paid plans Data and List sync occurs within this set schedule you choose. If wanting to sync your Campaign metrics in realtime then head to Step 6 for this option.
Get Connected
Empower your organization with our Unlimited Team Members feature so your team can manage your data integration or migration with ease!
Take your organization to the next level and keep everyone on the same page!
Reports
Knowing what is going on in your integrations is the lifeblood of the organization.
On your reports tab, check recent, historical data synced between the software your team uses daily. You can also share the reports between your in-house or remote teams.
Questions? Contact our 24/7 support team.
Touch base with the SyncApps Experts, share ideas, and get answers to your SyncApps questions.
Integration Resources
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- 1000s of Small Businesses, Nonprofits, Enterprises integrate software using SyncApps®, the #1 Integration Cloud for Industry.
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