Act CRM Connection

See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Act CRM connector.

Act CRM is a customer relationship management (CRM) software and marketing automation software platform designed for, and used by, small and mid-sized businesses.

This topic describes how to authenticate to Act CRM and configure any necessary connection properties in the Act CRM connection connector.

Connection Configuration #

Each connection property available in the Act CRM connector is explained below.

Connection Name #

The name of the connection to be created should be provided. This is the name that will display on the list of available connections.

User #

The Act! CRM user account used to authenticate.

Password #

The password used to authenticate the user.

URL #

The URL of the ActCRM account.

The Act CRM URL is in the form: http://{act crm instance}.com.

For Premium On-Premise this property should look like: http://serverName/.

Database #

The Act! Database to connect to.

If you are using Act! Premium for Desktop, the database name is shown at the top of the page, as Act! Premium - {DatabaseName}.

If you are using Act! Premium Cloud, click the ? icon in the top-right and select About Act! Premium. You will find the Database Name in the window that appears.

Act Cloud name #

The handle assigned to the Act! Premium Cloud account.

Act Cloud Name is assigned to the account when it is created in Act! Premium Cloud.

It is found in the browser’s address field when opening the online account, in the form: https://eup1-iis-04.eu.hosted.act.com/ActCloudName.

This property is only applied for Act! Premium Cloud connections, and must not be used if attempting to connect to an on-premise Act! Premium (Web) database.

Enable SSL #

Option for creating the connection with SSL enabled.

Upload Keystore File #

Option to upload keystore file.

Advanced Configuration #

This section contains advanced configuration parameters.

Act Edition #

The edition of ActCRM being used. Set one of the below:

• Act CRM

• Act Premium Cloud

Add Configuration: Additional properties can be added using this option as key-value pairs.

After entering all the details, click on the TEST button.

If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.

Click on the CREATE button to save the changes.

If the details are incorrect or the server is down, you will get a message “Connection unavailable”.