Real People, 24/7

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 Main List (the one specified in your Set Up) with the name Lead Score.

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

  4. In Step 4 of the Set Up, the Lead Score field needs to be mapped to a CRM field in your SyncApps Set Up. Just look for the field "Leads Score*" and map to the Lead Score field in CRM. Make sure that the mapping direction is from Act-On to CRM (NetSuite for example).
  5. After updating mapping, please press the Reset Set Up 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