Learning how to sync your Act-On web form data to Zoho CRM?
First things first! In your Sync Profile Setup, be sure that you have created an Email List or Master List in Act-On and specify it in Step 2 of the Sync Profile.
You will also need to map the necessary Act-On web Form fields in Step 4 of the Sync Profile 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!
Important Reminder: Always Save, Reset Sync Process and resync whenever you've edited or added any fields so that any changes will take effect on your next syncs.
Please see screenshots below:
Now, you're all set in your Sync Profile.
Next, create an Act-On webform 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 Master List (specified in Step 2 of the Sync Profile) so that when a web form lands to your Act-On Master List, whenever the Sync Profile runs, this will create a new record(s) in Zoho CRM.
Be sure to check out our subscriber's story here on how SyncApps helped them save 100s of hours per year!