SyncApps® by Cazoomi offers an integration framework available to unite your company's data.
Deploying Software-as-a-Service for Financials, CRM & Marketing, eCommerce or Support?
SyncApps® by Cazoomi is the easiest way to synchronize your applications without breaking the bank. Once available to only Fortune 1000 companies, Cazoomi introduces a way for your business applications to talk to each other for less than the price of a Netflix subscription.
Wondering what's in the 2 Weeks Free Trial for you? Let's take a look.
After you create an account, your organization will get instant access to all integrations for 2 weeks. We don't require a credit card during the trial, so you get to try SyncApps risk-free.
Our team will email you a week into your 2 weeks trial to make sure all is well, and again before the trial ends so you can choose one of our paid subscription plans (Basic, Professional or Enterprise) or even our Free Plan.
In the 2 weeks Free Trial, all the platform features are available so you can maximize your testing based on your integration requirements.
Once you've purchased the best plan for your business, your current trial account will be upgraded automatically. All your data mapping is just as you left it, intact, so you don't have to worry about losing your data. If you need set-up help, our experts can get you on the right track 24/7.
See who else started on a Free Trial just like you!
Deprecated Salesforce Connector v2.0 Infotransfer: best practice is to remove this software from Salesforce first.
Our solution is now being used by 1000s of Salesforce & Constant Contact subscribers in its place to provide Constant Contact customers a reliable and efficient way to connect their data. Constant Contact for Salesforce Integration
In Constant Contact with Salesforce Connector V 2.0 Infotransfer, there is a limit of 200 Salesforce Contacts only.
Salesforce to Constant Contact SyncApps syncs automatically as many of our subscribers sync over 1,000,000 contacts and lead each week from website forms, Salesforce entries, and list building activities.
Salesforce Contacts, Leads, Accounts, and Person Accounts are all supported as long as they have an email address in their standard email address field.
All Constant Contact email marketing metrics sync to the Native Salesforce Campaign History object which is available for all users of your Salesforce Organization.
Whether you are in the midst of our 2 Weeks Free Trial or using our paid plans, you can change your Plan at any time by logging into your account to upgrade, cancel, or change your plan.
If on a paid plan, please log in to your account and tap on "My Account" to manage the subscription, whether monthly or yearly.
If you need to cancel, you can resubscribe anytime from your SyncApps Dashboard.
Please note that you can pause your account as well by canceling. Just let our team know the reason and we'll remind you in 30, 45 days to resubscribe.
Your integration plan will be canceled, but rest assured that all your settings will be kept intact so that when you return, you can pick up where you left off.
Refund Policy (SyncApps)
SyncApps are billed to your credit card on a monthly or yearly basis. You can cancel the subscription at any time, and you won't incur further charges. However, you are responsible for any charges already incurred before cancellation.
SyncApps offers a Free 14-day trial on all SyncApps solutions. Your first charge will come after you sign up on our Paid plans. You will also be notified by email before your Free trial expires to move to a free or paid plan and will be provided the opportunity to cancel at that time after you are on a paid plan.
If you cancel after you are billed, no refund will be issued. You can cancel your subscription at any time by pressing "Cancel My Subscription" button on My Account page to make sure the subscription is Canceled.
SyncApps maintains that it is the customers' responsibility to cancel their accounts themselves. Emails, phone calls, and/or voicemails are not acceptable methods of cancellation.
Did you know that you can actually add tons of value to your SyncApps plan by getting an Add-On to meet the requirements you might be having from different parts of your business like Sales and Marketing?
If you are on a Free Plan or Paid sometimes the best way to meet an integration requirement is using Add-Ons.
Apart from having some of the best Add-Ons in the market, we also go the extra mile to make sure that you get the best option that suits your needs.
What about the cost, you ask!
Let’s just say that our prices are not only unmatched, the return on investment is worth every single dime!
How do we do that? Simple.
We offer Add-On pricing for any SyncApps Plan starting from just $9.99/month/company!
You can’t beat that! Right?
So, how do you go about pricing when you decide to get an Add-On?
Here's a step-by-step guide.
The first thing you do is Log into your SyncApps Account.
After checking in, head straight to the "Add-Ons" tab in your SyncApps dashboard.
There, you will find a wide range to choose from.
Just pick the one you need to grab today.
You are probably asking what the fuss is with these Add-Ons.
Well, the great thing about Add-Ons is that they make work so easy.
Who doesn’t want that?
They make integration tasks so much easier.
In our case, we offer them for both free and paid plans!
Go on, get yours today, and discover freedom!
Moving along swiftly, we need to show you how to do it. We will start with the Free Plan as our first example.
Let’s say you have decided to add a feature like Campaign Response Sync to your free integration plan. Don’t worry, it’s super easy to do!
Just follow these two simple steps:
Press the Add-Ons tab. SyncApps will display all the Add-Ons that are available for your Free or Paid plans. It will also give you all the details included so that you know what you are getting yourself into.
Select the "Buy Now" button on the right-hand side of the page, once satisfied with the details and if your business requirements call for the feature.
If you decided to try before you buy, we’ve got more good news. You can also try Add-Ons with your free trial.
For those who are using the free or paid plan, subscribe to any Add-On using the "Subscribe" button located on the Add-On Subscription page.
Hey, that was easy, right? Did you manage to get an Add-On? Do you agree that it makes integrating tasks so easy?
Check out our Subscriber’s Story below on how SyncApps helped them save 100s of hours of time per year integrating their systems!
Hope you succeeded. If not, no worries. You can always contact our 24/7 Support with any questions around integration pricing.
Hey there, thanks for stopping by to check out how to map Constant Contact custom fields in your integration.
Constant Contact subscribers are limited to only the 15 Custom Fields allowed on V2 API of Constant Contact. Once V3 API of Constant Contact is released with all features like Email Campaign functionality we will support their new 25 custom field limit instead of the 15 preset custom field current limitation.
Basic Fields Premapped
Additional field mapping is optional. Basic Contact fields such as all below are already mapped for you;
The phone number is premapped. If having multiple phone numbers in a CRM record then only the number under "Phone" will be synced to Constant Contact "Work Phone" field.
If the "Phone" number field is left blank even if other phone numbers are filled in then no phone number will be synced to Constant Contact "Work Phone".
What we’ve done is put together an easy-to-follow step-by-step guide that will ultimately enable you to sort out tricky field mapping issues, such as:
Which custom fields specifically in Constant Contact can be mapped in Step 4 of your Sync Profile
Which custom fields created in Constant Contact do not show up over in SyncApps Constant Contact Field list even after refreshing fields.
How to see the Constant Contact custom fields in the additional field mapping while trying to map custom fields in both systems. This could be giving you problems even after refreshing so that the newly created fields do not show up.
What to do when Fields are being displayed with Standard Naming in Cazoomi (custom_field_1-- custom_field_15) but not with the name you used to create in Constant Contact.
How to import Custom Fields from the signup form, back to the Contact/Account/Lead/Targets
What to do when a Custom Date Field you named "Subscribed Date" in Constant Contact is not available in the Cazoomi Field Mapping Section to map it to Salesforce.
Please do not rename or relabel the fields in Constant Contact as it will recreate a new field in Constant Contact and sync to those new fields instead of the relabeled ones as this is one of the Constant Contact Limitations.
Let’s start off by looking at the pre-mapped fields from to Constant Contact below shown in blue. The red #7 field is how Custom Fields 1-15 will be shown when designated which we will explain coming up.
For Custom Fields let’s start off with mapping back Bounce Reason and Bounce Date to CRM.
Are you trying to write back the bounce fields from Constant Contact to CRM?
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.
Note: Sync Campaign Response must be selected in Step 1 in order for these fields to be available for Field Mapping and to be synced back to CRM.
If you run into issues be sure to check the field type in CRM and if using an existing field then try changing your field on the CRM side to a Text field to capture "Bounce Reason" which is text type in Constant Contact and Bounce Date is a Date field type in CRM.
Do you need to use a Custom Unsubscribe field in CRM?
If you do, then that’s fine, just use our Add-On just for this feature in your Add-Ons tab and once subscribed it will instantly turn this feature on to map in Step 4 today. Simple, right?
It gets even better.
Check this out.
You can also choose to do Additional field mapping or not.
We’ve made it easy for you by mapping the Basic Contact fields including Email Address, Name, Address, Company Name, and Phone.
This makes it convenient.
Here’s another interesting bit.
Do you wish to use Custom Fields in Constant Contact?
No worries, we’ve got you covered! Listen to this - 15 custom fields for you to choose from! Now that’s a whole lot to choose from, which is great.
However, if you choose to add a custom field in Constant Contact, it will not add any functionality to the 15 already available Custom Fields that the current constant Contact API allows.
In Constant Contact, only 15 Custom Fields are allowed.
However, it’s not all gloom and doom for those willing to add since you can map the 15 fields to match your fields in CRM.
In order to get this rolling, this is what you need to do:
Here are the steps:
Add a new Custom Field and name it Custom Field 1
Add a new Custom Field and name it Custom Field 2 and continue as needed
When doing all this, make sure you jot each field label (COMM STEM = Custom Field 1) down to be used in your Sync Profile.
This will help map the 1-15 custom fields available to your CRM field(s). You will need them as Constant Contact only supports the naming of custom fields 1-15 as shown above.
The V3 API now supports the birthday and anniversary properties in the contact object. This means integration users can take advantage of autoresponder messages to send birthday and anniversary email campaigns.
One of the cool features of SyncApps integration is that you can set up separate Sync Profiles for Contacts and/or Leads using 1 Salesforce login for your credentials in each Sync Profile(s) for each different Constant Contact credentials in a setup of the Sync Profile(s).
To connect more than 1 Salesforce Account to Multiple Constant Contact Accounts you will just need to set up a Sync Profile using the 2nd Constant Contact Account credentials in Step 2 of the integration.
If using both Leads and Contacts then 2 Sync Profiles will be needed per Constant Contact Account.
This process can be repeated for as many integrations as you need on our Enterprise plans using 10, 100 or 1000+ Constant Contact or Salesforce accounts for integrations.
If your a consultant or agency managing multiple SyncApps accounts and the scenario is to have different SyncApps Accounts pointing to one Salesforce org then this use case is fully supported as well.
Need to discuss your requirements with our 24/7 LIVE Support? Hit us up here now!
You happen to use Salesforce and need to see the Marketing Metrics on the Account Layout?
Great! As this is super simple! Just select Account as the Object type then select the option “Campaign Response for Person Accounts”.
Please note that:
If Sync Campaign Responses is enabled on your Sync Profile, then custom fields in Salesforce will be automatically created for placement on the Campaign Members (Campaign History) object to store email marketing metrics such as the number of opens, clicks, and bounces. On a 2 weeks free trial, best practice is to create test Campaigns and test records to sync.
After creating a Sync Profile with Account as the Object Type. Check Salesforce layouts to make sure all fields created by SyncApps are dragged into the layouts for your Salesforce organization.
Do these super simple steps for Salesforce layouts check:
Drag Campaign CazoomiId into the Campaign Page Layout
Drag CampaignMember CazoomiId into the Campaign Member Page Layout and any fields you want to report on like Opens, Clicks, Forwards and Bounces
The Campaign metrics fields placed in Campaign History layout (related lists) + Email Events will bring in the "URLs clicked" into Salesforce upon each scheduled sync
By default, custom fields will not be displayed on any Salesforce layouts. To make the custom fields visible, please update your layout for Campaign Response.
What happens in Constant Contact when a mapped Salesforce field is updated?
Let's tackle this together.
Does this sound familiar?
If you change the account owner (or any specified field) for a Contact in Salesforce, will the sync catch the Salesforce account owner change and also change that field in Constant Contact during the sync?
Yes! Absolutely, if you have mapped account owner or any specified fields to one of the 1-15 allowed fields 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.
Questions? Contact our 24/7 support team.
Touch base with the SyncApps Experts, share ideas, and get answers to your SyncApps questions.