Seamless Integration
with Sugar

Act-On works seamlessly with your SugarCRM account to provide a closed-loop system for multi-channel lead generation, management, and revenue contribution.

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Act-On Integration to SugarCRM

Act-On Integrates with SugarCRM

Act-On + CRM gives you the tools needed to accelerate and automate your entire lead management process. By joining these two powerful platforms, your data comes to life through more personalized communications, and more effective sales teams.

Your Act-On account works seamlessly with your SugarCRM account, providing a complete closed-loop system for multi-channel lead generation, management, and revenue contribution.

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Easy, Automatic Synchronization

Act-On’s seamless integration with Sugar makes it easier for marketing to deliver more highly qualified, sales-ready leads to the sales team. Using Act-On’s native, out-of-the-box integration, you can set up automatic, bi-directional synchronization between Sugar and Act-On – easily, and in minutes.

With Act-On, you can attract, capture, and nurture prospects, then convert leads directly into Sugar. Sales accesses Sugar to get real-time information, including prioritized leads and activity history.

Contact Activity History

Complete contact activity histories give your sales team detailed information about a contact’s online and offline activity. This helps sales reps understand the prospect’s interests and pain points for more productive sales calls. Act-On automatically updates the contact and lead records in Sugar with all engagement activity including:

  • Emails sent, opened and clicked.
  • Web page and landing page visits
  • Event registrations & attendance
  • Content downloads and form submits
  • …and more

Prioritize Leads with Lead Scoring

Leverage Act-On lead scoring to identify and prioritize sales-ready leads based on points scored for demographic and firmographic data, and behavioral touch points including email, website, event attendance, and form submissions. Your sales team will know who prospects are, what they care about – and what to say – during the sales call.

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Lead Generating Forms

Looking for new leads? Building lead generation forms is a snap with Act-On. You won’t need technical resources to build customized and branded forms and landing pages. You can easily feed form submissions into SugarCRM without risk of duplicates.

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