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Act-On Software

Act-On delivers full buyer journey insights to Zendesk Sell customers

평점 없음

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설치

18

호환:

Sell

개발자

Act-On

The Act-On and Zendesk Sell integration combines marketing automation and customer relationship management to enable marketing and sales teams to better understand, engage with, track, and win more business. Deep data exchange allows Zendesk Sell sales teams clear visibility into the buyer’s journey to enable more informed and productive sales engagement.

Act-On helps Zendesk Sell customers:

  • Capture, score, and drive more qualified leads

  • Automate and optimize personalized engagement to convert more leads into buyers

  • Prove the ROI of the integrated solution through buyer insights, program reporting, and accelerated sales cycles

Act-On enables marketing and sales teams to engage the right buyers at the right time with the right message, across channels and touchpoints, to optimize engagement and accelerate, improve, and win more business.

설치 방법

Getting Started

Before installing, connect your Act-On Account to Zendesk:

  1. In Act-On, go to Settings > Connectors > Zendesk Sell.

  2. Click Connect.

  3. Enter your security token and click Login.

Install and Connect

A Zendesk Administrator can install Act-On in the following steps:

  1. In Zendesk Sell, navigate to Settings > Apps.

  2. Click on the Marketplace button located in the top right corner of the My Apps page

  3. While in the App Directory, search for “Act-On”

  4. Click on Install for Act-On app

  5. Once the app has installed, go to My Apps > Currently Installed

  6. Hover over Act-On, click on Gear icon, and select Change settings

  7. Enter your Act-On Account ID

  8. Click Update

Add Widget in Layout

Now that the app has been installed, you can update your Lead and Contact layouts to include the Act-On widget.

  1. Go to Settings > Customize > Layouts

  2. From the Leads tab, click and drag Act-On Software card from the Hidden Widgets to the Leads widget panel

  3. Repeat for the People tab

User Setup

To use the widgets, Zendesk Sell users must be added in Act-On as Sales Users. Act-On uses Single Sign-On (SSO) with Zendesk Sell to authenticate, but the user needs an account in Act-On.

To add a user:

  1. In Act-On, go to Settings > Users > Sales Users

  2. Click Add 'Sales Portal' User and enter the user's information (hint: the user's email must match in Zendesk)

  3. Click Add User to confirm.

  4. Important! Act-On will send the new user a verification email. The user must click the email link to receive a temporary password and log in for the first time.

Optionally, if you need to add a large number of users at one time, we recommend using Act-On's Create new account user API endpoint.

Next Steps

To continue setting up and using Act-On's integration with Zendesk, please visit our user guides.

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