Integrating ACT with Office Auto Pilot
Posted by Ryan Walsh on 23 October 2013 12:29 PM

If you are trying to integrate your ACT with Office Auto Pilot, you need to take the following steps...

First, you must make sure you are running the latest copy of ACT 2.1.2. 

From these, click on "Manage Contacts" under the "AD / VB" tab. 

Once you are in the company whose contacts you want to manage, click on "Edit Contact List" under the "Action Column". 

There, at the top of the screen, you will see the ping URL that you need to setup in Office Auto Pilot. 

Once you are in Office Auto Pilot, you need to click on "Tracking" > "Manage Smart Forms" (bottom of the page) > "Add Smart Form" (name it) > "Settings" > "Add Rule" > "What should happen" > Select "Ping URL" > Click the red "URL" and paste the URL from ACT. 

After each equal sign in the ping URL insert the "Contact ID" (First name, Last name, Email) ( Then, hit save response. 

If you have followed these steps and are still having trouble, please submit a support ticket. 

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