Act! Essentials

Act! Essentials enables you to manage your contact information and activity for marketing and customer service. Affordable and easy to use, Act! Essentials helps individuals, small businesses and sales teams organize customer details, send emails, and drive sales results.

Read our GETTING STARTED GUIDE first!


SUPPORTED ACT! ESSENTIALS INTEGRATIONS


HOW TO AUTHORIZE ACT! ESSENTIALS IN PIESYNC

We simply ask your login details and permission for access. For Act! Essentials, we need your account's API key.  You'll find it under Profile > My Profile > Apps & Integrations > API key.

If you already authorized Act! Essentials List(s) in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.

SUPPORTED FILTERS TO DETERMINE CONTACT SUBSET TO SYNC WITH = IF

  • STATUS IN GROUP
  • OWNERSHIP
  • FIELDS (INCLUDING CUSTOM FIELDS)
  • ALREADY EXISTING IN APP YOU SYNC WITH

SUPPORTED ACTIONS = THEN

  • SUBSCRIBING/UNSUBSCRiBING FROM LIST
  • SUBSCRIBING/UNSUBSCRiBING FROM GROUP
  • APPLY/REMOVE VIP STATUS
  • UPDATE FIELDS (INCLUDING CUSTOM* FIELDS)

* Except for custom list/drop-down fields.  Here's why.

DEFAULT FIELD MAPPING

Depending on the other app you're syncing with, you'll see a number of standard Act! Essentials fields being mapped. For instance, a connection to Google Contacts will look something like this:

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

CUSTOMIZABLE FIELD MAPPING

You can custom map your Act! Essentials custom fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible. More information on Customizable Field Mapping here

SYNCING UNSUBSCRIBES/DELETIONS*

In connections between Google Contacts and Act! Essentials, you are able to SYNC DELETIONS one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash'  to that same contact in Act! Essentials. You will be able to review this segment first before deleting or taking any other action in Act! Essentials too. 


In connections between Act! Essentials and some marketing tools we support such as e.g. MailChimp, you are able to SYNC UNSUBSCRIBES one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes'  to that same contact in Act! Essentials. You will be able to review this segment first before taking any action in Act! Essentials too. 


*The availability of these features is app and connection dependent. If the feature box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect deletions on one side and at the same time be able to create add the tag 'PieSync Trash' on the other side. 




Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com. 

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