The Lyftrondata Provider for Act CRM offers the most natural way to access Act CRM data from Lyftrondata with ease and also enables to connect with BI, MDM & ML tools, Data warehouses, Databases and other SAAS based applications with zero code and zero infrastructure requirements. The provider wraps the complexity of accessing Act CRM data into easy-to-integrate relational fully managed ANSI Sql format. Make faster and better business decisions with Lyftrondata’s Act CRM data provider and automatically build your data migration pipelines in minutes, not months
The provider hides the complexity of accessing data and provides additional powerful security features, smart caching, batching, socket management, and more.
- Comprehensive Delta load mechanism.
- Real-time access to Act CRM.
- Comprehensive full support of ANSI Sql to query data with ease.
- Collaborative query processing.
The user must have credentials for Act CRM, Lyftrondata and your destination data warehouse, lake or database to perform the data pipeline operation with Lyftrondata
Establishing a Connection with Lyftrondata's Quickstart Steps
Create your Act CRM connection with Lyftrondata by following the 5 easy steps show below:
Step1. Add your connection
Click on Connect section on the left panel → Click on Add Connection button
Step2. Select your connector
In the connector selection panel, search and click Act CRM for your connection
Step3. Enter your connection details
In the Connection String section enter the values of the below parameters. The following connection string is required to establish Act CRM connection with Lyftrondata.URL=[your_URL];User=[your_user];Password=[your_password];ActDatabase=[your_DB_name];
|Connection Name||Enter your connection details||Required|
|User||Your Act CRM User||Required|
|Password||Your Act CRM Password||Required|
|Logfile**||Use the logfile option to debug your job and provide your connection name to generate the log file. [ConnectionConfigurationPath]\Connection_name_log.tx||Optional|
|Verbosity**||Choose verbosity 1-5 based on the severity of debugging||Optional|
** For more information, check the Lyftrondata logging and debugging section.
If you want more detailed information about how to establish a connection with Lyftrondata, click on Lyftrondata Connection Quick Start guide.
Step4. Test your connection
Once you are done entering your connection details, simply click on the Test Connection button to test the connectivity. In case your connection fails, add Logfile and Verbosity parameters and check the Lyftrondata logging and debugging section, to debug the error.
Step5. Save your connection
|Activities||Views||Query the Activities in your Act! CRM database.|
|ActivityCompanies||Views||Query the Companies participating in an Act! CRM Activity.|
|Companies||Views||Query the Companies created in your Act! CRM database.|
|CompanyContacts||Views||Query the Contacts belonging to a Company.|
|CompanyNotes||Views||Query the Notes for a given Act! CRM Company.|
|ContactActivities||Views||Query the Activities for a given Act! CRM Contact.|
|ContactGroups||Views||Query the Act! CRM Groups the Contact belongs to.|
|ContactNotes||Views||Query the Notes for a given Act! CRM Contact.|
|Contacts||Views||Query the Contacts in your Act! CRM database.|
|GroupContacts||Views||Query the Contacts belonging to a Group.|
|GroupNotes||Views||Query the Notes for a given Act! CRM Group.|
|Groups||Views||Query the Groups participating in your Act! CRM database.|
|Notes||Views||Query the Notes in your Act! CRM database.|
|Opportunities||Views||Query the Opportunities in your Act! CRM database.|
|OpportunityCompanies||Views||Query the Companies related to an Act! CRM opportunity.|
|OpportunityContacts||Views||Query the Contacts associated with an Opportunity.|
|OpportunityGroups||Views||Query the Act! CRM Groups associated with an Opportunity.|
|OpportunityNotes||Views||Query the Notes for a given Act! CRM Opportunity.|
|OpportunityProducts||Views||Query the Products associated with an Opportunity.|
|Products||Views||Query the Products in your Act! CRM database.|
To view a detailed advanced settings options, go to Act CRM Advanced Settings. Complete list of the parameters you can configure in the connection string can be found by clicking Connection String Parameters.