Act-On Data Integration with Microsoft Dynamics 365, QuickBooks, Salesforce, SugarCRM, and, virtually any other application or data source that you may need to work with

Integrate and migrate data to and from Act-On with any other application or data source including Microsoft Dynamics 365, QuickBooks, Salesforce, and, SugarCRM, to name just a few.

What other applications can you sync with Act-On? Click here for more solutions.

When it comes to marketing platforms, having the most up-to-date information in your system is imperative. Avoid the embarrassment of sending the wrong email at the wrong time by keeping your Act-On data synced with the other applications within your business.

Synchronize Data

Easily sync Act-On with your CRM, ERP, or any other application, so customer records are always up-to-date. Brings more visibility across applications so each team knows exactly where each client is in the sales process.

Marketing Automation cannot always handle the entire customer life-cycle itself, it relies on information from your other applications to help drive automation. Customer downloads a white paper? Let your sales team follow up in CRM. Your ERP says it is time for a customer to renew? Let Act-On follow-up automatically.

Automate Business Processes

Replicate Data

Data Archival

Easily replicate data from Act-On for data archival and warehousing requirements.

Data Analytics

Easily retrieve data from Act-On so it is available for your choice BI and Analytics platform.

Unique Features

  • A simplified and secure connection manager makes it easy to communicate with Act-On.
  • Supports Act-On's OAuth, List, Email, Campaign, Contact, Content, Reporting, SEO, and, Account APIs.
  • Read data from a myriad of Act-On's source objects including Account User, Contact, Footer, Form, Header, Image, List, Logo, Media (Campaign), Message, Page, Program, SEO and, Subscription.
  • Retrieve data from Act-On with several advanced filtering capabilities for further data retrieval refinement.
  • Act-On Destination Component supports massive data manipulation of the following objects:
    • Account User - Create or Delete a User.
    • Contact - Add a Contact, Upsert a Contact by Email, Update a Contact by Record ID, Delete a Contact, Update or Merge a List.
    • Footer - Add, Update or Delete a footer.
    • Header - Add, Update or Delete a header.
    • Image - Add, Replace or Delete an image.
    • List - Create or Delete a List, or, Delete Records from a List.
    • Logo - Add, Update or Delete a logo.
    • Media - Add or Update a Media File, Add a Media Link, or, Delete a Media Object.
    • Message - Send, Resend or Delete a Message, or, Add New or Update a Template.
    • Page - Delete Page.

Technical Requirements

  • Act-On
  • SQL Server Integration Services
    • Azure-SSIS Integration Runtime
    • Microsoft SQL Server 2019
    • Microsoft SQL Server 2017
    • Microsoft SQL Server 2016
    • Microsoft SQL Server 2014
    • Microsoft SQL Server 2012
    • Microsoft SQL Server 2008 R2
    • Microsoft SQL Server 2008

Act-On data integration made easy

Our solution is easy to use, offering code-less integration between Act-On and virtually any other application or database system. Our solution is built utilizing Microsoft SQL Server Integration Services (SSIS), a performant and flexible ETL platform, allowing your team to take advantage of the technologies and skills they already have. The drag-and-drop user interface makes it easy to set up powerful integration within a matter of minutes.

Our Act-On integration solution is available within the REST components of our SSIS Productivity Pack, a large collection of premium and unique ETL tools to enable greater development productivity. We also offer several additional connectivity solutions to easily integrate Act-On with applications such as Microsoft Dynamics 365, Salesforce, NetSuite, and many more.

See our full product offerings for more information.

Other SSIS Marketing Components

Our Marketing components make it easy to integrate with different services within the ETL process. Each service available has specific components that have been developed to work with all the intricacies of that particular Marketing service. In addition to Act-On, we support the following Marketing applications: