SyncApps® by Cazoomi offers an integration framework available to unite your company's data.
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"All integration Sync Profiles are running on all cylinders – thank you all for seeing this through and helping our NACD group complete this setup in record time. We are going to add some more filter & segmentation in the next couple of months, so I don’t want to say I won’t reach out again (hahaha) but thank you for your awesome integration support."View Subscriber Story
Sync accounts (Person Accounts incl.), contacts and leads to Constant Contact lists.
Easily select which Salesforce.com Object Type to be created when there is a new subscriber in Constant Contact.
Quickly select specific Cazoomi Marketing List or Salesforce Campaign Record Types to sync to Constant Contact List(s).
Sync specific lists feature from Constant Contact to CRM.
Filter and Sync only those records who meet a specific criteria from CRM.
Salesforce Custom Checkbox to Constant Contact List segmentation feature.
Enter your Sync Profile name. The Sync Profile name is just a description for you to remember the Sync Profile that you will create.
Next, enter Salesforce credentials. Grab your Salesforce credentials and if you have questions, please hover over any SyncNotes tool tip to get more information.
Then enter Constant Contact credentials. Connecting to Constant Contact is super simple. Press the button to log in to your account to validate your Sync Profile.
And after that, you may select some Add-Ons. The SyncApps Add-Ons screen allows you to select those you want and more for each app you connect.
Next is Field Mapping. Field Mapping from Salesforce and Constant Contact allows you to update existing records or new records with ease.
Then, Filter and Segmentation. Filtering takes CRM records, filters, based on specified criteria and syncs the records into your target application.
Segmentation sync records from each defined segment into separate lists.
And the last step is Sync Scheduling. Sync Scheduling can be set up on paid plans. Sync On-Demand is available for all trials to allow quick testing of your apps' integration.
Are you a start-up, non-profit, small business or Enterprise working with a Salesforce expert?Learn more!
Focus on your sales by seamlessly integrating your Cloud, On-Premise or Plug-in applications.Get Started!
Are you a start-up, non-profit, small business or Enterprise working with a Salesforce expert?
Salesforce supported editions
SyncApps is available for Salesforce Professional (API Enabled), Enterprise, Unlimited and Developer Lightning Editions.
Due to restrictions on Salesforce Essentials & Professional Editions, the ability to look-up Salesforce information and post back from applications requires adding API access to your Professional Edition organization. Salesforce Essentials does not use the API and is thus not supported by SyncApps.
To enable the API please call, chat or email your Salesforce rep today!
We have 3 plans to meet all requirements of Salesforce and Constant Contact subscribers:
Free Plan: 1 integration for Leads, Contacts or Accounts scheduled every 24 hours. If needing more features on your Free Plan we have Add-Ons to meet every requirement for less than the price of a Netflix subscription! Please see our Add-Ons.
Professional Plan: Down to 6-hour scheduling and all features for $49.99/month.
Enterprise Plans: Real-time integration for $99.99/month and scheduled phone support.
Create your own integration in just a few minutes. See how to do it in this brief 3 min. video.
Once you have created a Sync Profile (don't worry it is simple to do after a quick view of the video above) from your dashboard and are in Step 1 of setup, if have any questions be sure to hover over the little green "i"s, SyncNotes, by the integration points to understand each feature.
Questions? Contact our 24/7 support team who can quickly guide you on any feature or your requirements.
After selecting the major features you want for your integration in each Step, be sure to take a look at one specific setup step in Step 1, if you select the feature for syncing back Campaign metrics from Constant Contact.
CONTACT Layout Example:
Enabling Sync Campaign Response feature is needed in Step 1 of your Sync Profile setup before fields are automatically created by SyncApps.
Using the Accounts Object (Person Accounts) and need to see Campaign Metrics?See here for more details on this feature...
Basically, there are 3 layouts that need to be edited in order to work for Salesforce Professional Edition with API Enabled:
Event Marketing (EventSpot) in Constant Contact:
A Salesforce campaign will be created for each Constant Contact event within the last 90 days. When you create an Email Event in Constant Contact, the registrant, if not in Salesforce as a Lead or Contact, will be automatically created and the Event is a Campaign on their Salesforce
If the Contact or Lead already exists in Salesforce then the Event is simply a Campaign on their Salesforce record.
If syncing EventSpot please note SyncApps will sync to Salesforce the Registration Date, Registration Status, Payment Status and Guest Count all into to "Email Events" field only if "Use Separate Custom Fields for Event Marketing Fields" is not checked. SyncApps will automatically create the field called "Email Events" so please place this field on the Campaign History Layout.
Review how one Salesforce Partner implements this solution on our blog...
Salesforce layouts check:
* Drag Campaign Cazoomiid into the Email Campaign Page Layout
* Drag CampaignMember Cazoomiid into the Email Campaigns Member Page Layout and any fields you want to report on like Opens, Clicks, Forwards and Bounces, Email Events
*The Campaign metrics fields placed in Campaign History layout (related lists) + Email Events will bring in the "URLs clicked", or essentially the links the user clicked on in the email sent from Constant Contact integrated back into Salesforce upon each scheduled sync
2 Week Free Trial testing best practice after you have set up your Sync Profile:
Using Salesforce Person Accounts then please use our Marketing List to search and add to each Marketing List synced to your Email Marketing Platform.
Note: Sync on Demand is available in the Free Trial yet Scheduling is available on paid plans. Sync is limited to 100 records per Free Trial.
Bumping into any difficulties while setting up your own Sync Profile with SyncApps?
Or thought of these same issues/questions regarding which custom fields specifically in Constant Contact can be mapped in Step 4 of your Sync Profile?
Well, these don’t sound so hard to answer however it's a bit more complicated.
Just to let you know that adding a custom field in Constant Contact does not give any added functionality to the 15 Available Custom Fields allowed in the current API for Constant Contact.
In Constant Contact, only 15 Custom fields are allowed. Beyond these 15 custom fields, Constant Contact’s API will not support extra fields. However, you can map the 15 fields to match your fields in CRM.Steps:
Just be sure to jot each field label (COMM STEM = Custom Field 1) down to be used in your Sync Profile to 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.
Let us know if you hit any snags through emailing us at email@example.com.
The Constant Contact Salesforce Connector v2.0 has been deprecated, please see how to integrate using SyncApps today here: https://www.cazoomi.com/salesforce-to-constant-contact/Subscriber:
One item that we learned during our Constant Contact tutorial was when uploading Salesforce contacts to Constant Contact there is a 200 contact limit. Does Cazoomi have contact upload limitations?Cazoomi:
There is no limit on the number of contacts you can transfer 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.Subscriber:
Another item of concern for us was the campaign responses. In order to view the responses in a contact's profile in Salesforce, all users had to have the Constant Contact App installed on their Salesforce. Is this the same in Cazoomi?Cazoomi:
All Constant Contact email marketing metrics sync to the Native Salesforce Campaign History object which is available for all users in your Salesforce Organization.Subscriber:
We have the Enterprise edition of Salesforce and up to 30 Salesforce users. Do all Cazoomi packages (Enterprise, Professional, Basic, Free) work with our Salesforce account?Cazoomi:
Yes, except Basic which does not have Salesforce CRM included in the plan.Subscriber:
Can you tell us what the benefits are of having multiple Sync profiles? We just need a basic sync service - Salesforce to Constant Contact. We don't need Constant Contact to talk to other Apps we install to Salesforce.Cazoomi:
Sure, since Salesforce has accounts, person accounts, and leads or contacts then each Profile is needed per each object.
So if you have leads and contacts in SFDC to sync then you would need 2 Profiles and Sync Profiles allows the added flexibility & room to grow into SyncApps if you have other data to sync.
Customer: I am having trouble seeing the emails sent and the email marketing campaign metrics from Constant Contact in Salesforce. Any guidance would be appreciated.
Cazoomi: Can you have a look at the setup video needed to view these in your Salesforce account below and review our guide below too?
For Salesforce layouts here are the steps to also review:
* Campaign CazoomiID is placed in Campaign Page Layout
* CampaignMember CazoomiID is placed in CampaignMember PageLayout (with Opens, Clicks, Bounces, Forwards)
* The metrics fields placed in Campaign History layout (Opens, Clicks, Bounces, Forwards)
Email Events will bring in the "URLs clicked" into Salesforce.com upon each scheduled sync
Customer: I think my problem is that the custom fields (number of opens, clicks etc.) are not showing up as options to add in the layout in Salesforce. Do I need to add custom field mapping in SyncApps in order for them to show up as options in Salesforce?
Cazoomi: If sync campaign response is enabled the *SyncApps will create custom fields in Salesforce.com CampaignMembers* (Campaign History) object to store email marketing metrics such as the number of opens, clicks, etc.
By default, the custom fields will not be displayed in any layout. To make them visible, you will need to update current layout and add the custom fields into the layout like in the above screenshot.
This should not be the case as once you add them to your layout they will pull in the metrics.
Customer: I don't know if screenshots would be helpful in this case, but when I go into Marketing=>Campaigns/Leads/Contacts=>Create new view or edit view, my campaign created in Constant Contact is not present and there aren't any fields for "open, clicks, bounces, forwards".
Cazoomi: You will need to look at the contact/lead record and set this up:
By default, the custom fields will not be displayed in any layout. To make them visible, you will need to update the current layout and add the custom fields to the layout like in the following screenshot.
Customer: I am still unable to select a specific campaign in SyncApps to sync. I also don't think the contacts I added in Constant Contact were synced to Salesforce, as the sync summary says no records were synced and I also don't see them in SalesForce (screenshot attached). There was an additional error message regarding sync campaigns.
I did signup for the Professional version of SyncApps hoping to bypass the limited 100 contact only syncing capability with the trial version. Perhaps if we close down this account and start all over again, we might be able to get around the errors that are occurring? If you have time I would really appreciate if you could call me.
Cazoomi: Thanks and no need to close the account to start over. Should be a quick turnaround on this so I have escalated this to our team today based on this issue. Our team lead will be looking into the issue tonight.
Customer: Just went into SyncApps this morning and still unable to select campaigns. I also hit sync and again no records were transferred etc (see screenshot). Just wondering about any progress on your end.
Cazoomi: I have a case escalated now with SyncApps team so they are still investigating this still. I think this is a permission issue. Could you please confirm if you have full access to campaigns object?
Customer: I am working on the administrator's username in Salesforce. If you give me instructions on how to confirm that I have full access to campaign objects, I can check. Please feel free to call me if you think that might be easier.
Cazoomi: We can have our Salesforce team lead help you since this is a Salesforce.com related issue, not SyncApps.
Customer: It seems the sync went fine since 12th May. So there should be no permission issue here. Campaigns selection also works.
Cazoomi: Could you please try to re-sync again. To see the metrics for Constant Contact, you will need to put the custom fields on the layout.
Customer: Sorry to bother you again. My campaigns did sync to Salesforce! But unfortunately, it is showing that none of the emails were sent (0 numbers sent) and I'm not seeing the fields we inputted (clicks, bounces, forwards etc) or campaign members involved in the campaign email sent. Any help would be appreciated. Thanks!
Cazoomi: Currently we don't update the number of sent so [total contacts + total leads] is the number of sent. To see the click, bounce, forwards you will need to add the fields to the layout. You will need your Salesforce admin to do it or our teams can assist you.
To solve this problem you can do initial sync, sync all contacts to Constant Contact by unchecking "Sync Campaign Members to Constant Contact List" then do a sync. After the sync completed you can check the option again.
Could you also please send us a screenshot when you click "View All Campaign Members" link in your last screenshot.
Customer: I did not see that option before. When I click on it, it does show me who I sent the emails to.
However, Still having a problem with integration. I moved all contacts in Constant Contact into the "Master List" (as Clint instructed) that initially had 60 contacts, but with the additions of contacts added from other campaigns now comes to 490. When I reset sync setting and attempted to sync, still only 25 contacts from CC to Salesforce were updated and only 60 Salesforce to CC were updated (screenshot attached). So when I go to Campaigns in Salesforce and look at Design Invite Campaign only 12 Campaign Members exist when I sent the email to 90 people. I did notice that the "Contact List" in Constant Contact only had 12 contacts, so perhaps it is pulling from lists and not email campaigns. Perhaps someone can give me a call and take some time to walk me through this until the problem is fixed because I can't seem to figure it out. Thanks!
Cazoomi: I have few questions.
Designer invite has 12 contacts
"Supplier HD Expo Invite" has 59 contacts
Date Corrected Supplier has 2 contacts
However, my "HD Designer Invite List" (email associated with this list called "Designer Invite" and has 371 contacts) and "HD Expo List" (email associated with this list called "Copy of Copy of Test Final MindClick Team" and sent out to 138 contacts) in Constant Contact are the ones that I sent the emails out to. However, I do not see these "campaigns" in Syncapps as options to choose to sync.
I just refreshed my campaigns and Date Corrected Reminder of Designer Invite came up and I selected it. It did sync to Sales Force but there are only 60 Members in it when it went out to 2 CC lists: Reminder Designer List (366 contacts) and Reminder Supplier List (135 contacts). It can't seem to get beyond the original 60 contacts it synced from Sales Force.
Is it possible to delete my account and I can start this process over again bringing in the correct number of contacts from Sales Force?
Cazoomi: Thanks and deleting your Sync Profile sure and on this note:
"It can't seem to get beyond the original 60 contacts it synced from Sales Force. Is it possible to delete my account and I can start this process over again bringing in the correct number of contacts from Sales Force?"
You can always create another Sync Profile in your SyncApps account and delete the old one as it takes about 3-5 minutes to set up.
I also see that the following sync activity Friday in your account:
18 May 2012 03:05:39 INFO Summary:
Salesforce to Constant Contact:
[Processed records=60, Updated=60, Error=0]
Constant Contact to Salesforce:
[Processed records=25, Updated=22, Error=0]
Customer: I created a new sync profile, but no records were transferred. I am reviewing your Operating Guide and have this down.
Going forward, let me know if this is the process I should take:
Cazoomi: Yes. Using the above process will make sure campaign metrics appear on Salesforce.
Currently, we have two types of campaigns in Salesforce to avoid confusion:
Customer: I left a message earlier this morning. I went through the process I outlined in my prior email and metrics are not appearing in my test campaign in Salesforce. I need to send another campaign out on Thursday and need to have this functioning. Please call me to troubleshoot.
Cazoomi: We have checked the logs. Here are the process details:
Cazoomi: Yes currently we have two types of campaigns in SFDC to avoid confusion:
* SFDC Campaign as Marketing List that can be selected (You need to create this in SFDC)
* SFDC Campaigns created by SyncApps from Constant Contact campaigns to store campaign response. ( This will not appear in campaigns selection in SyncApp)
Because many CC campaigns can be sent for one CC list we decide to hide the campaigns created by SyncApps to make it clear between "Campaign as List" and "The real Campaign sent in CC".
Customer: I see them now!! Thank you so much for the support setup for SyncApps, Constant Contact & Salesforce.com
How can I sync Person Accounts from Salesforce to Constant Contact? I thought by using the marketing list functionality, it would allow the sync of Person Accounts.
In your Sync Profile you just need to click edit, then click next to get to Step 1 and use the "Marketing List" feature instead of Campaigns as you have selected currently. Select "Use Cazoomi's Marketing List package" in the drop-down menu.
Also, select Object Type to Sync: Contacts as Person Accounts are used in your Salesforce this way.
If you haven't installed the Salesforce Marketing List package please see here...
Thank you for the response, however, your suggestions are not in line with the options I have available. See below screenshots. I also have installed the Marketing List package.
I have selected Marketing List Mode previously and added the Marketing Lists to sync:
I have selected Marketing List Mode previously and added the Marketing Lists to sync:
Also when selecting the object, I do not have Person Accounts available.
Since your Non-Profit Salesforce version uses Person Accounts as Contacts this would be the Object Type to Sync in your Sync Profile.
In a Marketing List, you can filter to get the Person Accounts (Contacts) you need and add some or all of them to each list.
Following your screenshot above if "Bob Ryan Contact List" is filled with Person Account then each would be synced to the Constant Contact List.
We have one dept who will be using EventSpot and another who will be using Email Marketing. We are looking into setting up separate constant contact accounts for them. Will this work ok with SyncApps?Cazoomi:
Yes, please setup 2-4 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 setup of the Sync Profile(s).
If we change 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?Cazoomi:
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.
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 click on "My Account" to manage the subscription. If you need to cancel you can resubscribe anytime from your SyncApps Dashboard.
Refund Policy (SyncApps)
SyncApps are billed to your credit card or PayPal on a monthly or yearly basis. You can cancel the subscription at any time and you won't incur further charges, but 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.
It is SyncApps policy that customers cancel their accounts themselves. Emails, phone calls and/or voicemails are not an acceptable method of cancellation.
Touch base with the Cazoomi product team leads, share ideas, and get answers to your SyncApps questions.Contact Us!