Pipeliner to Act-On

Engage your prospects, clients and partners in real-time with marketing automation connected to CRM.
Plans Starting at $49.99/mo
Pipeliner 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 Free Trial Find your Integration

Major Features

  • Sync Pipeliner Contacts or Leads to an Act-On Master List(s).
  • Filter and sync only those records who meet specific criteria from CRM.
  • Opt-outs automatically synced from Act-On to Pipeliner.
  • Unsubscribe from Act-On via a checkbox custom field with name "Email Opt Out" or "Opted Out" in Pipeliner.
  • Custom field mapping between both systems.
  • Sync Lead Score from Act-On to CRM.
  • Sync Campaigns and Campaign Responses from Act-On to Pipeliner. Option to sync specific Campaigns or all Campaigns.
  • Pipeliner always takes higher precedence over Act-On. Any data changes in Pipeliner will always be synced to Act-On.
  • Contact and Lead data are synced from Act-On only if the email address doesn't exist in Pipeliner at the time of syncing.
  • Sync and map Hard Bounces to CRM custom field.
  • 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 Free Trial Find your Integration

Major Features

  • Sync Pipeliner Contacts or Leads to an Act-On Master List(s).
  • Filter and sync only those records who meet specific criteria from CRM.
  • Opt-outs automatically synced from Act-On to Pipeliner.
  • Unsubscribe from Act-On via a checkbox custom field with name "Email Opt Out" or "Opted Out" in Pipeliner.
  • Custom field mapping between both systems.
  • Sync Lead Score from Act-On to CRM.
  • Sync Campaigns and Campaign Responses from Act-On to Pipeliner. Option to sync specific Campaigns or all Campaigns.
  • Pipeliner always takes higher precedence over Act-On. Any data changes in Pipeliner will always be synced to Act-On.
  • Contact and Lead data are synced from Act-On only if the email address doesn't exist in Pipeliner at the time of syncing.
  • Sync and map Hard Bounces to CRM custom field.
  • 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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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 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.

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