The Act-On / Simpleview CRM integration allows your organization to expand CRM functionality to accommodate the advanced marketing capabilities of Act-On. Examples of these functions include but are not limited to importing Act-On Contact Report Timeline data, connecting CRM Form Builder Forms to Act-On, managing event attendee registration, email sync notifications, and much more.
During activation of your Act-On account, your assigned Simpleview Marketing Automation Specialist will have set up the basic configurations necessary within your Simpleview CRM. Please contact your Marketing Automation Specialist if you have any questions.
Click here for more information about Configuring Your Act-On and Simpleview CRM Integration Settings (ability to log in to CRM Knowledgebase is required).