Act-On Integration with SugarCRM – Stay Ahead of the Curve

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Many businesses that use SugarCRM fail to realize that having a standalone CRM system would not let them achieve their business objectives. You simply cannot hope to scale your business if your marketing team cannot score leads, run email campaigns, track visitors on your website and generate web-to-lead forms. This is only possible if your Sugar is tightly integrated with a marketing automation tool.

Act-On to the Rescue

Finding the optimal marketing automation platform that can integrate seamlessly with your Sugar can be confusing since there is a plethora of options available in the market. However, Act-On is one platform trusted by businesses worldwide since it offers a gamut of features that marketers can leverage to explore new business opportunities.

Act-On & SugarCRM Integration – What Do You Get?

Lead Scoring

Lead scoring enables marketers to concentrate on the most promising leads. Every customer receives a score, based on his activities. When a lead matures, i.e. reaches a threshold value, it is sent to a sales representative so that appropriate action can be taken.

Identify and prioritise sales-ready leads based on demographic data and behavioral touch points including email, website, event attendance, and form submissions. Your sales team will know who the prospects are, what they care about, and what to pitch during the sales call.

Website Visitor Tracking

Monitor every person who visits your website by tracking their behaviour, including what pages they click, from where they access the website, what keywords they typed on Google that directed them to your website etc.
Go beyond page views and bulk visitor statistics provided by traditional website analysis tools to get real marketing and sales intelligence to
boost your sales.

Lead Generation Forms

Building lead generation forms is a snap with Act-On. You won’t need technical resources to build customized and branded forms and landing pages. You can easily feed form submissions into SugarCRM without the risk of duplicates.

Contact Activity History

Complete contact activity histories give your sales team detailed information about a contact’s online and offline activity. This helps sales reps understand the prospect’s interests and pain points for more productive sales calls. Act-On automatically updates the contact and lead records in Sugar with all engagement activity including:

  • Emails sent, opened and clicked
  • Web page and landing page visits
  • Event registrations & attendance
  • Content downloads and form submits

Data Sync

Act-On’s seamless integration with Sugar makes it easier for Marketing to deliver more highly qualified, sales-ready leads to the sales team. Using Act-On’s native, out-of-the-box integration, you can set up automatic, bi-directional synchronization between Sugar and Act-On easily, and in minutes. With Act-On, you can attract, capture, and nurture prospects, then convert leads directly into Sugar.

Act-On Integration with SugarCRM – Case Study

Finding Friday

Act On SugarCRM

Client Overview
Finding Friday specialises in CRM for the Travel and Leisure Industry. The company strives to connect travel and leisure companies with potential travellers and tourists. They do this by helping their clients develop CRM software that use data insights and technology to drive effective marketing campaigns.

The Challenge

The primary need was to integrate marketing automation tools so that Finding Friday’s clients, to whom the solution was sold, could run successful marketing campaigns, nurture leads along the sales cycle and reach out to more customers in less time with little or no manual effort.


Among other integrations that were done, Act-On was integrated with Sugar to focus on high priority leads based on Marketing generated lead score and reach out to them at precisely the right moment.

The Bottom Line

The seamless integration between Sugar and Act-On will accelerate the sales cycle by enabling the marketing team to deliver highly qualified leads to the sales team and in return get valuable feedback from them. By pumping unrivalled lead intelligence into your CRM, marketers can get a 360-degree view of the customers. If you are interested in integrating Sugar with Act-On, simply give us a call. We would be happy to help you.


Rolustech is a SugarCRM Certified Developer & Partner Firm. We have helped more than 700 firms with various SugarCRM Customization, Migrations and Integrations. Contact us today for your FREE Consultation Session. We will be happy to assist you!


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