Help Center

Sync Act-On Lead Score to CRM

Please do the following steps to sync Act-On Lead Score to CRM:

  1. Create a custom field in Act-On Master List (the one specified in your Sync Profile) with the name Lead Score.

  2. Create a List Maintenance Program. Press menu Automation > List Maintenance Programs then press New button. 
  3. Schedule the program to run daily. You can also press now to update the Lead Score field immediately. After clicking Now link, please check the list to make sure Lead Score field populated correctly.

  4. The Lead Score field needs to be mapped to a CRM field in your SyncApps Sync Profile.
  5. After updating mapping, please press the Reset Sync Profile button to make sure SyncApps retrieve all records from Act-On.

 Act-On Lead Score sync is currently available for the following SyncApps:

  • Base CRM
  • NetSuite
  • Nimble
  • Salesforce
  • Zoho CRM
Have more questions? Submit a request


Cazoomi Resources