How Constant Contact + Salesforce Integrations Work.
- Step 1: Authenticate Constant Contact and Salesforce.
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.
- Step 3: Choose a resulting action from the other app. 15 seconds.
- Step 4: Select the data you want to send from one app to the other.
- That’s it! More time to work on other things.
Full Answer
What is the best email integration with Salesforce?
What Is Salesforce Integration?
- Salesforce Integration Processes. ...
- App-based Salesforce Integration. ...
- Code-based Salesforce Integration. ...
- Different Ways To Integrate Salesforce. ...
- Business Logic Integration. ...
- User Interface Integration. ...
- Data Integration. ...
- Salesforce Integration Checklist
- Extensive Planning. ...
- Understanding Both The Applications. ...
How do I integrate with Salesforce?
- xxxyyyzzzz (no punctuation) - this is the preferred entry since it's displayed in Salesforce formatted
- xxx-yyy-zzzz
- (xxx)yyy-zzzz
How to configure my Salesforce integration?
How to set up your Salesforce Marketing Cloud integration
- Select Add Component, located at the bottom of the page.
- Choose Server-to-Server. Select Next.
- Check the following boxes for each set of components: Channels Email Read Write Send Assets Documents and Images Read Automation Automations Read Write Execute Contacts List and Subscribers Read Write ...
- Select Save.
How to create email integration in Salesforce?
- From Setup, enter Gmail in the Quick Find box, and then select Gmail Integration and Sync.
- Enable Customize Content with App Builder.
- In the Email Application Pane section, create a pane and use Lightning App Builder to add components to the pane and assign the panes to users. ...
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Can you integrate Constant Contact with Salesforce?
You can use the Constant Contact Salesforce integration to: Connect all of your Constant Contact data to your Salesforce CRM account and further sync your existing Salesforce leads and contacts to new campaigns. Update Salesforce contacts and leads with Constant Contact campaign history/activity on a regular basis.
How do I connect to Constant Contact?
2:439:45How to Use Constant Contact - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo how do you do it you gotta find go to contacts. Go to lists. And then you're gonna do you'reMoreSo how do you do it you gotta find go to contacts. Go to lists. And then you're gonna do you're gonna click create a list you're gonna give that list the name. I'll just call it cc demo one for now.
What is Constant Contact Salesforce?
Sync contacts and leads on a selected schedule from Salesforce into Constant Contact. Our integration with Salesforce allows you to auto-sync contacts and leads data into Constant Contact to save time and send more targeted emails that get better engagement.
Is Constant Contact a CRM tool?
But let's be clear: Constant Contact is not a CRM system. A CRM system is a shared database. It is where you keep information about everyone that touches your business.
What is Constant Contact API?
The Constant Contact API uses the OAuth 2.0 protocol to authenticate an application in order to access a user's Constant Contact resources. For more info, go to the Authentication page. We have created endpoints to help migrate app users to OAuth 2.0 authentication from Basic and OAuth 1.0a.
How do I email marketing with Constant Contact?
Constant Contact allows you to send emails immediately or schedule them to be sent at a later date. Within the Campaigns tab, you can select an email to be scheduled by clicking the Status dropdown menu. You can then select the individual recipients or email lists you want to send your email to.
Does ActiveCampaign integrate with Salesforce?
The ActiveCampaign Salesforce integration provides a two-way sync between your ActiveCampaign account and your Salesforce account. This integration will let you: Add Salesforce leads and contacts into ActiveCampaign. Add ActiveCampaign contacts into Salesforce as contacts and leads.
What is Constant Contact best for?
Constant Contact is a legit email marketing software for small businesses. It safely stores your customer data and offers a secure way to manage your subscribers.
Does Constant Contact use AWS?
The next major initiative for Constant Contact is to migrate its applications from its private OpenStack-based cloud to the Amazon Web Services (AWS) public cloud.
How many emails can I send with Constant Contact?
When it comes to your contacts, there is no limit to how many email addresses can be added in your account. Although there is no limit, it's always important to keep in mind we do charge based on the amount of active contacts in your account. So as your contact levels increase, so will your monthly charge.
Before You Get Started
Before starting, let's take a look at our basic integration setup, as explained here:
Step 1: Salesforce Configuration
Here's how to configure your Salesforce account and get it ready for the integration with Constant Contact via SyncApps:
Step 2: Constant Contact Configuration
Connect your Constant Contact account in this step by tapping the “Connect” button.
Step 3: Add-Ons
Now that your Constant Contact for Salesforce integration is set up, let's see how you can do MORE with it.
Step 4: Field Mapping
Field Mapping is optional. Basic fields such as Email Address, Name, Title, Address, Company Name, Phone, and Email Opt Out are already pre-mapped even if you haven’t enabled this Step 4. Otherwise, if you have more additional fields to map, then you’ll have to set these fields up in Step 4.
Step 5: Filtering and Segmentation
This is one of our most powerful features, which is why it's intensely used by most of our subscribers. For example, if you have thousands of records in Salesforce and only want to pull out the records with specific criteria, only these records will be synced to your Constant Contact Lists.
Step 6: Sync Scheduling
Finally, the very last step. Just select the time when you would like to sync your data automatically.
Salesforce Supported Editions
SyncApps is available for Salesforce Professional (API Enabled), Enterprise, Performance, Unlimited, and Developer Lightning or Classic Editions.
How to Choose the Best Pricing Plan for Your Needs
We have a few plans to meet all requirements of Salesforce and Constant Contact subscribers:
How to Get Started with Your Constant Contact for Salesforce Integration
Create your own Constant Contact for Salesforce integration in just a few minutes:
Best Practices for Setting up Your Constant Contact Integration in a Trial!
Note: If you use both Leads and Contacts, please create 2 Set-Ups from your SyncApps Dashboard for both object types, Leads & Contacts. If you use Salesforce Accounts, select Accounts as the object type.
How to Edit Salesforce Layouts
There are 3 layouts that need to be edited in order to work for Salesforce Professional Edition with API Enabled:
Need Some Help with a Human Touch?
Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations.
FAQs
Check out these Help Desk articles for answers to frequently asked questions.
Does constant contact have a bounce?
Constant Contact does not explicitly have a "Hard Bounce" field. They instead have a "Bounce Reason" field which is populated with both soft and hard bounces. To map this field head to Step 4 and use a Text Field Type. For Bounce Date use a Data Type field.
Can you change a field in constant contact?
Yes! Absolutely, if you have mapped account owner or any specified fields to a custom field in Constant Contact then if this field changes in CRM on the subsequent sync the field in Constant Contact will be changed to the new CRM value. See Reference here on how to manage your Custom Fields in Constant Contact.
