Learning how to sync your Act-On web form data to Zoho CRM?
First things, first! In your Set Up, be sure that you have created an Email List or Main List in Act-On and specify it in Step 2 of the Set Up.
You will also need to map the necessary Act-On web form fields in Step 4 of the Set Up and make sure that you have also set the mapping direction to "Both". If the fields do not show up, here are a few steps:
- Try to tap the "Refresh fields" button.
- The field should be on your Act-On web form.
If the fields do not show up, hit us up today!
In Step 2 of the Set Up, specify the Act-On Main List to be used and map the fields needed in Step 4 of the Set Up. Now, you're all set in your Set Up.
Next, create an Act-On web form, or if you have an existing one, it'll also work. Note that these web forms, either new or existing ones, should be connected in your Main List (specified in Step 2 of the Set Up) so that when a web form lands to your Act-On Main List or whenever the Set Up runs, this will create a new record(s) in Zoho CRM.
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