Microsoft Dynamics CRM to Act-On

Engage your prospects, clients and partners in real-time with Act-On marketing automation connected to Dynamics CRM.
Plans Starting at $49.99/mo
Microsoft Dynamics CRM to Act-On

Professional

$ 49 99

/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
Get 2 Free Weeks! Find your Integration

Major Features

  • Sync Accounts, Contacts, and Leads to an Act-On Master List(s).
  • Filter and sync only those records who meet specific criteria from CRM.
  • Sync any CRM Checkbox Field on the Lead or Contact record to your Marketing Automation Lists. (Paid Add-Ons)
  • Sync Dynamics CRM Marketing Lists to Act-On Lists.
  • Opt-outs managed automatically.
  • Custom field mapping between both systems.
  • Sync and map hard bounces to CRM custom field.
  • Sync Campaigns and Campaign Responses from Act-On to Dynamics CRM. Option to sync specific Campaigns or all Campaigns.
  • Sync Act-On Lead Score to Dynamics CRM.
  • Dynamics CRM always takes higher precedence over Act-On. Any data changes in Dynamics CRM will always be synced to Act-On.
  • Contact data is synced from Act-On only if the email address doesn't exist in Dynamics CRM at the time of syncing.
  • Please contact your Act-On Customer Success Manager (CSM) to gain access to the Act-On APIs.

Enterprise

$ 99 99

/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
Get 2 Free Weeks! Find your Integration

Major Features

  • Sync Accounts, Contacts, and Leads to an Act-On Master List(s).
  • Filter and sync only those records who meet specific criteria from CRM.
  • Sync any CRM Checkbox Field on the Lead or Contact record to your Marketing Automation Lists. (Paid Add-Ons)
  • Sync Dynamics CRM Marketing Lists to Act-On Lists.
  • Opt-outs managed automatically.
  • Custom field mapping between both systems.
  • Sync and map hard bounces to CRM custom field.
  • Sync Campaigns and Campaign Responses from Act-On to Dynamics CRM. Option to sync specific Campaigns or all Campaigns.
  • Sync Act-On Lead Score to Dynamics CRM.
  • Dynamics CRM always takes higher precedence over Act-On. Any data changes in Dynamics CRM will always be synced to Act-On.
  • Contact data is synced from Act-On only if the email address doesn't exist in Dynamics 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?

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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.

When you choose the subscription plan that is right for you, your account will be instantly upgraded.

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