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Configuring CRM Integrations for Campaigns -Integration Tab – ACT!

  • Integration – The CRM or database application to load contact records for the campaign.
  • Validation Table – A validation set removes invalid or incomplete numbers.

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CyDesk Manager can directly import contact records from ACT! into a CyCall Campaign. ACT! must be running on the same machine as CyDesk Manager.

  • ACT! Group – List of available ‘Groups’ in ACT! (the number of members of each group is shown in brackets).
  • Phone field to use - The ACT! field that contains the primary phone number for the contact.
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