Act-On + Pipeliner CRM Means Better Leads, More Revenue

Improve lead quality and drive lead generation campaigns with Act-On Marketing Automation for Pipeliner CRM.

About Act-On

Act-On’s simple, powerful, cloud-based integrated marketing automation platform puts first-rate marketing tools at your fingertips. Act-On provides everything you need to easily and quickly create, test, deploy, and measure your campaigns. It allows you to build engagement and relationships with direct-response email, social marketing, as well as score and nurture leads through the entire customer lifecycle.

The Act-On for Pipeliner CRM integration (provided by Cazoomi SyncApps) is easy to setup and deploy. Post-setup, users enjoy automatic two-way synchronization between Act-On and Pipeliner CRM, across all Contacts, Leads and even Custom Fields.

Key Features by Integrator

Pipeliner to Act-On Integration by SyncApps

SyncApps is a cloud based integration application, provided by Cazoomi, to sync two or more software applications. Read more…

Key features with Syncapps Cazoomi integration:

  • Sync Pipeliner contacts or leads to Act-On master list.
  • Filter and Sync only those records who meet a specific criteria from CRM.
  • Opt-outs automatically synced from Act-On to Pipeliner.
  • Unsubscribe from Act-On via a checkbox custom field with name “Email Opt Out” or “Opted Out” in Pipeliner.
  • Custom field mapping between both systems.
  • Sync lead score from Act-On to CRM.
  • Sync campaigns and campaign responses from Act-On to Pipeliner. Option to sync specific Campaigns or all Campaigns.

Pipeliner to Act-On Integration by Zapier

Zapier lets you connect apps together to help automate tedious tasks between two apps with Triggers, Searches and Actions. Read more…

Zap Triggers for Pipeliner

New Lead, New Opportunity, New Appointment, New Contact, New Activity, New Account, Moved Opportunity, New Feed Message

Zap Searches for Pipeliner

Find Lead, Find Opportunity, Find Account, Find Contact

Zap Actions for Pipeliner

Update Opportunity, Create Account, Create Contact, Create Opportunity, Create Feed Message, Create Lead, Update Account, Update Contact, Create Appointment, Update Lead, Create Activity Items

Integration Developer

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Connect App to Pipeliner CRM Now

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.