See other integration software for Zoho CRM

See other integration software for Act-On

Zoho CRM and Act-On

Effortlessly streamline your record-keeping process by syncing Zoho CRM with Act-On and vice versa. Seamlessly segment your Zoho CRM records into lists within Act-On, and enjoy the convenience of automated imports and exports.

Integrate Zoho CRM + Act-On

See what you can do There is no limit to the things you can create with the Act-On for Zoho CRM integration! Better campaigns, unparalleled insights, bidirectional data flows, cooperation between departments -- all these and many others are just a click away.

Sync Zoho CRM Contacts and Leads to Act-On List(s).

Sync Zoho CRM Potentials information to your Marketing Automation solution.

Get sales signal notifications in Zoho CRM whenever your Zoho Campaign sees opens, clicks, forwards or bounces.

Unsubscribe opted-out Contacts or Leads in Zoho CRM from Act-On.

Filter and sync only those records who meet specific criteria from CRM or vice-versa.

Sync Opt-outs from both Zoho CRM and Act-On automatically.

Custom field mapping between both systems.

Delete Converted Leads feature to Marketing Automation solution.

Sync Lead Score from Act-On to CRM.

Execute workflow triggers on new Contact or Lead creation.

Sync specific Campaigns and Campaign responses from Act-On to CRM.

Sync Act-On Email Campaign metrics back to Zoho CRM Campaigns, Campaign Response custom field, Custom Modules or even Notes.

Sync Zoho CRM Campaign(s) to an Act-On List(s).

Zoho CRM always takes higher precedence over Act-On. Any data changes CRM will always be synced to Act-On.

Contact and Lead data is synced from Act-On only if the email address doesn't exist in Zoho CRM at the time of syncing or Update Field Mapping is enabled.

Plans that scale with your team Streamlined | Automated | 24/7 Support

Bundle+ Built for small businesses or nonprofits seeking to increase their sales, donations, and align marketing data

$ 49 99

USD | Per month
Billed yearly at $479.90/yr. 20% discount

What's included

Unified dashboard with 50+ prebuilt workflows. These workflows can automate the data flows necessary for increasing sales, donations and aligning marketing strategies, eliminating the need for manual intervention
1 Set Up, integration, which involves use case settings, mapping fields, and scheduling to automate any data integration process easily
Automate a single integration use case for Salesforce, Nonprofit Success Pack/Nonprofit Cloud or NetSuite for Mailchimp, Klaviyo, ActiveCampaign, Constant Contact, and others
Sync up to 10,000 records of sales, operations, nonprofit and marketing data per month to enhance the visibility across departments
Capture data hourly or 12, 24 hour sync intervals
Review Reports Logs with sortable reporting periods up to 30 days
Streamline record syncing from your CRM using Filtering and Segmentation with precise criteria by creating up to 1 Filter and 1 Segmentation
Sync your data with a simple click, saving valuable time when it's crucial to launch marketing campaigns or transfer sales data to your marketing department
Our team is available during business hours to assist you with any use case through our email support services

Basic Designed to drive more sales, align marketing, and boost donations for your growing business, nonprofit, or institution

$ 99 99

USD | Per month
Billed yearly at $959.90/yr. 20% discount

Everything in Bundle+, plus

Unified dashboard featuring 250+ prebuilt workflows enabling your team to easily select automations that best suit your requirements for seamless integration deployment
Create up to 5 Set Ups to automate the software you use daily with up to 2 team members
Automate multiple bidirectional integration use cases for Salesforce, Nonprofit Success Pack/Nonprofit Cloud or NetSuite for Mailchimp, Klaviyo, ActiveCampaign, Constant Contact, and others
Sync up to 1 million records of sales, operations, and marketing data per month to enhance the visibility across departments
Capture data in near real-time with data sync intervals of 5 minutes
Collaborate with up to two team members to build bidirectional automations with built-in workflows, scheduling, reporting, use case examples, and more
Streamline record syncing from your CRM using Filtering and Segmentation with precise criteria by creating up to 10 Filters and 10 Segmentations
Sync your marketing data back to your CRM each time an integration runs with Unsubscribes, Clicks, Opens, Bounces, Links Clicked, Open and Click Rates, with valuable marketing data insights for your sales and operations department
Our team is available round the clock to assist you with any use case through our email support services

Live Calls

Professional Expand collaboration within teams using our data integration advanced features with 24/7 live call support

$ 149 99

USD | Per month
Billed yearly at $1,439.90/yr. 20% discount

Everything in Basic, plus

Create and manage up to 10 Set Ups with 100 team members
Sync up to 10 million records of sales, operations, and marketing data per month
Scheduled syncing at intervals of 2 minutes and days of the week flexible scheduling options
Control opt-out management by incorporating a custom bidirectional unsubscribe field in your automation
Enable the synchronization of checkbox values between applications, ensuring data consistency and accuracy
Ensure the quality of your sales and marketing data is not lacking with filtering duplicate records from Salesforce
Drive data best practices with expression field mapping between systems
Easily connect Multiple Group Categories on a Mailchimp Audience and Multiple Lists on Constant Contact, ActiveCampaign, HubSpot, and more
Minimize integration runtime, with 10 integrations working at the same time for you
Enhance organizational efficiency by gaining valuable insights from 6-month historical Report Logs
Sync specific Campaigns or Lists relevant to your day-to-day business back to CRM to improve targeting that leads to higher engagement and success rate
Filtering and Segmentation with 25 Filters and 25 Segmentations
Sales and Marketing teams gain access to 5 hours of support calls each year to discuss use cases and data flows

Agency Perfect for small or large teams, consultants, and agencies managing integrations

$ 399 99

USD | Per month
Billed yearly at $3,839.90/yr. 20% discount

Get in touch

Everything in Professional, plus

Discover and build new automations around your use cases with a dedicated account manager and live-call support
Support complex use cases with Unlimited Set Ups to scale
Sync up to 100 million records of sales, operations, nonprofit and marketing data per month
Automate syncing schedules down to every 2 minutes and the day of the week, or choose flexible syncing options such as syncing in intervals of minutes, hours, or days
Come together with unlimited team members and integration support with a shared Slack channel
Up to 12 months of custom data log retention
Enhanced metrics visibility with unlimited historical Campaign Metrics and integration start date settings control
Landing page field optimization back to CRM using Static Text mapping
Reduce multiple automation runtime lags by running 25+ integrations simultaneously
Access to phenomenal 24/7/365 support & SLAs
Retrieve historical campaign data from your marketing automation platform, spanning months or years
Scale Filtering and Segmentation with precise criteria by creating unlimited Filters and Segmentations
Customize your integration to suit your use cases by collaborating with our specialists. Our team will assist in incorporating additional features into your automation, ensuring it meets your use cases

We offer a 25% annual subscription discount on all plans for all Nonprofits, Education, Medicine, and Governmental Institutions. Learn more.

What’s included in each plan? Let's compare

Plan Comparison

Bundle+

$ 49 99

USD | Per month
Billed yearly at $479.90/yr. (20% discount)

Basic

$ 99 99

USD | Per month
Billed yearly at $959.90/yr. (20% discount)

Professional

$ 149 99

USD | Per month
Billed yearly at $1,439.90/yr. (20% discount)

Agency

$ 399 99

USD | Per month
Billed yearly at $3,839.90/yr. (20% discount)

platform

Bundle+

Basic

Professional

Agency

250+ Prebuilt Workflows There are over 250 prebuilt workflows included in every SyncApps. These workflows can automate the data flows necessary for increasing sales and aligning marketing strategies, eliminating the need for manual intervention.

50+ prebuilt workflows

Integration Set Up Integration Set Up refers to the configuration process of two software automations, which involves adjusting settings, mapping fields, and scheduling. By duplicating a Set Up, you can easily automate any data integration process to enhance the efficiency of your business.

Unlimited

Number of Records to Sync Sync 10,000 to 100 million records of sales, donations, operations, and marketing data per month to enhance visibility for your business.

10 Thousand Records | month

1 Million Records | month

10 Million Records | month

100 Million Records | month

Advanced Features

Bundle+

Basic

Professional

Agency

Sync on Demand Easily sync your data at any time with a simple click. Save valuable time when launching your marketing campaigns or transferring sales data to the marketing department is crucial.

Custom Unsubscribe To ensure efficient bidirectional mapping and opt-out control, incorporate a unique unsubscribe field in your automation. By doing so, you can automatically handle unsubscribe requests without manual intervention, preventing any unintended communication with individuals who have opted out.

Checkbox Field Mapping Synchronization of checkbox field values between applications, ensuring data consistency and accuracy.

Expression Field Mapping Refine data management by implementing expression field mapping across systems via mapping data using expressions and conditional statements.

Mailchimp MultiGroups And Advanced Segmentation Efficiently move CRM records to Mailchimp Groups based on your integration's specified Mailchimp Group Category for each Mailchimp Audience.

Sync Specific Campaigns to CRM Complete control over which Campaigns sync to CRM based on testing a use case or controlling data flow back to CRM.

Sync Specific Lists Enhance marketing insights by automating the data flow from specific list(s) back to CRM.

Filter & Segmentation Control how data flows to a subset of records based on specific criteria and/or a list, group or tag. Use 5, 10 to unlimited filters and segments.

Unlimited

Static Text Field Mapping To boost campaign efficiency, map a value from your webpage forms or marketing automation lead records back to your CRM. This will help designate the source of the record, lead or its attribute.

Concurrent Automations Runtime To optimize automations and reduce runtime, you can now run integrations concurrently within your account. This allows for the simultaneous execution of multiple integrations.

Report Logs Enhance organizational efficiency by gaining valuable insights from historical Report Logs from 30 days, 180 days or one year.

30 days

180 days

1 year

Override Email Field Mapping You can effortlessly connect the native email field in your marketing system with a personalized email field in your CRM, allowing for two-way synchronization.

Unlimited Historical Campaign Metrics Retrieve historical campaign data from your marketing automation platform, spanning months, years, or even longer periods.

Administration & Controls

Bundle+

Basic

Professional

Agency

Sync Scheduling The scheduling of data syncing is based on your plan, which can be set to 5 minutes or 2 minutes to capture real-time business data or other preferred intervals. Days of the week and time of day are options.

Hourly or 12, 24 hour sync intervals

5 minutes

2 minutes and Flexible

Day of the week and Flexible

Team Members Ensure that all team members from your organization can collaborate effectively by adding team members responsible for setting up automation.

100

500

Agency Level Service Level Agreement The Custom Service Level Agreement encompasses support, service, build time and other benefits specifically tailored for subscribers at each Agency level.

Dedicated Integration Success Team We provide round-the-clock support via phone, chat, and email to assist your team with implementing best practices and workflows. Our 24/7 Support team also offers support case prioritization when you contact us.

5 hours of scheduled support calls Sales and Marketing can team up by conducting 5 hours of support calls each year to discuss use cases and data flows.

Tailored Solutions Customize your integration to suit your specific needs by collaborating with our integration specialists. They will assist in incorporating additional features into your automation, ensuring it meets your use cases.

24/7 Support Our team is available round the clock to assist you with any use case through our email support services.

Business hours support

Get in touch

Support

Touch base with the SyncApps Experts, share ideas, and get answers to your SyncApps questions.

Get a SyncApps guru dedicated to review your integration with you?
Need some help with your Set Up?
Want a SyncApps Expert to hop on an online meeting to have a look into a problem you are having?

Scaling Up and Scaling Down. For more on our Support and Consulting offers, contact us and we'll discuss all available options including referrals to access to our network of implementation partners, if needed.

Learn more

How it Works

Start automating

Setting up multiple automations is super simple. First, select the software you use to get started and name the automation.

After connecting your software, choose the workflow automations that match your use cases and integration requirements. In each Step, let our smart integration suggestions based on your chosen use case, lead you to each prebuilt automation your business needs today.

That's it! Now, you'll be able to move through the next few Steps to select more workflows your business might need.

Full Sync

The Full Sync feature will power up your sales and marketing workflows by automating the process of removing records from your marketing software when your CRM records no longer match your syncing criteria.

The Full Sync can be scheduled to run Daily, Weekly, Monthly or done manually per integration.

True up your CRM and Marketing solutions efficiently.

Field Mapping

Basic fields such as Email Address, Name, Title, Address, Company Name, Phone Number, and Email Opt Out fields are already pre-mapped. Additional custom field mapping, field expression mapping, and overriding of fields like Email Address or Unsubscribe are available under "More Options".

Bidirectional updates of existing records or new records is easy to do in this step. Be sure to press Reset Sync Process after adding new field mapping so all your data will be re-synced with the new field mappings.

Filter & Segmentation

Filtering takes your records and filters them based on your chosen criteria.

Segmentation creates Tags, Groups or Lists automatically based on your filtering criteria. The use of Field Expression Mapping is supported. See some cool Filtering and Segmentation use cases here.

Sync Scheduling

Sync Scheduling can be set up to completely automate your integration, so you do not have to run it manually. Sync On-Demand is available to allow quick testing of your software's integration or to make it so you can manually run your automation.

Set the time it runs, day of the week, or any schedule you choose. If you want to sync your marketing metrics in real-time, then head to scheduling for this option.

About Zoho CRM and Act-On integration

Stay more connected than ever using Act-On to Zoho CRM!

Track the total number of subscribers to your newsletters
Track progress on your most recent email campaigns
Keep track of your contacts and fans with a few touches
Zoho CRM contact and lead details synced to Act-On
Never have to manually true up your records again!

Act-On has partnered with Cazoomi to deliver a new way to sync Zoho CRM for optimal targeted marketing!

We provide a fully integrated solution for Act-On to Zoho CRM with captured lead scoring, contact and lead data, to Zoho CRM from Act-On.

Give your small business an edge with Act-On.

SyncApps Basics

Using SyncApps for segmentation and metrics

Zoho CRM and Act-On

Tools that Fit Right In