Who’s tired of manually importing/exporting data?

Engage your prospects, clients and partners in real-time with Constant Contact marketing automation connected to Salesforce.

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See what you can do!
Salesforce Edition must have API Enabled. Supported "Built on Salesforce" software: PatronManager, Raiser's Edge, Apto, Propertybase, and Navatar. Nonprofit Success Pack™ (NPSP) also supported.
Sync Accounts (Person Accounts incl.), Contacts and Leads to Constant Contact lists.
Easily select which Salesforce 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 that meet specific criteria from CRM or vice-versa.
Salesforce Custom Checkbox to Constant Contact List segmentation feature.
Opt-outs automatically synced from Constant Contact to CRM and vice versa.
Sync and remove deleted records from CRM to Constant Contact.
Sync over specific Salesforce Campaigns to Constant Contact and sync back all or only specific Email Campaign responses from Constant Contact to Salesforce.
Bring back only records with opens or clicks activity to allow lead nurturing in CRM as well as what they clicked on in your drip marketing campaigns.
Retrieve Email Campaigns in Constant Contact and create an activity for each Campaign Response.
Sync back Constant Contact Email Campaign to Salesforce notes and adds attachment Email sent to Leads and Contacts. (Designed for Financial Institutions)
Sync clicked URLs from Email Campaigns back to Salesforce.
Sync list change membership between Constant Contact lists and Salesforce Campaigns.
EventSpot integrated to Salesforce Campaign Records.
Custom field mapping between both systems.
Sync Bounce Reason and Last Bounce Date from Constant Contact.
Salesforce always takes higher precedence over Constant Contact. Any CRM record changes will always be synced to Constant Contact.
CRM record data is synced from Constant Contact only if the email address doesn't exist in CRM at the time of syncing or Update Field Mapping is enabled.
Supported "Built on Salesforce" software
  • Navatar
  • RE
  • Petronmanager
  • Apto
  • Propertybase
  • npsp

Using Integration to get your Campaign Metrics flowing to Salesforce

This means that we will bring back the metrics to Salesforce from Constant Contact such as Opens, Clicks, Bounces, and Clicked Links.

We've Simplified Integration Pricing
Sign up, connect your Software and start syncing 1 to 1,000,000 records, or even more in all Plans! No credit card required.

Free

$ 0

/month/company

Need to replace error prone CRM data import/export for your business? This is a perfect set it & forget it plan.

Get Free Trial
Free Plan

All Marketing Automation Software integrations available, sync unlimited records with 1 integration.

Plan Includes:
FREE for Marketing Automation
1 Sync Profile Available
Unlimited records for syncing
Sync Scheduling (24 hours Interval)
1 Team Member
Sync on Demand
Dedicated Integration Success, tailored Onboarding Services, and integration implementations
Custom Solutions
4 hours every year of scheduled calls
24/7 Support and Email

Basic

$ 49 99

/month/company

This plan will get your business started with our easy point and press integration to save time integrating.

Get Free Trial
Basic plan

Comes with 2 integrations, this plan is best for startups and small businesses with 6, 12 and 24 hours syncing interval needs.

Plan Includes:
All Integrations Available
2 Sync Profiles Available
Unlimited records for syncing
1, 6, 12 and 24 hours Sync Interval
2 Team Members
Sync on Demand
Dedicated Integration Success, tailored Onboarding Services, and integration implementations
Custom Solutions
4 hours every year of scheduled calls
24/7 Support and Email

Professional

$ 99 99

/month/company

Everything for a thriving business needing unlimited data integration between their disparate systems.

Get Free Trial
Professional Plan

Comes with 10 integrations and Sync Scheduling, every 1, 6, 12, and 24 hours sync interval.

Plan Includes:
All Integrations Available
10 Sync Profiles Available
Unlimited records for syncing
Real-time and Flexible Sync interval
Unlimited Team Members
Sync on Demand
Dedicated Integration Success, tailored Onboarding Services, and integration implementations
Custom Solutions
4 hours every year of scheduled calls
24/7 Support and Email

Enterprise

$ 199 99

/month/company

This plan has every feature of our Pro Plan with added real-time integration feature in scheduling.

Get Free Trial
Enterprise Plan

Comes with 20 integrations and unlimited records sync with flexible sync scheduling and 24/7 support.

Plan Includes:
All Integrations Available
20 Sync Profiles Available
Unlimited records for syncing
Unlimited Flexible Sync Scheduling
Unlimited Team Members
Sync on Demand
Dedicated Integration Success, tailored Onboarding Services, and integration implementations
Custom Solutions
4 hours every year of scheduled calls
24/7 Support and Email
Salesforce Marketing Integrations: Insights from the Trenches How to drive real-time marketing alignment inside Salesforce
Ideas & Answers to keep you Up-to-Date Are you a start-up, non-profit, small business or Enterprise working to integrate Salesforce?
Frequently Asked Questions
2 Weeks Free Trial Process

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!blobid0.png

 
Constant Contact for Salesforce Connector v2.0 InfoTransfer, retired?

UPDATE: The Constant Contact for Salesforce Connector v2.0 has been deprecated, please see how to integrate using SyncApps today here: https://www.cazoomi.com/salesforce-to-constant-contact/

Deprecated Salesforce Connector v2.0 Infotransferbest practice is to remove this software from Salesforce first.

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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 

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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.

Start here: https://www.cazoomi.com/salesforce-to-constant-contact/

 

 

How Salesforce Integration works with your Marketing Automation

Constant Contact for Salesforce Integration

Can I upgrade, change, or cancel my SyncApps plan at any time?

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 on a Paid Plan and downgrading to a higher or lower-tiered plan then your account is prorated to the plan chosen.

If downgrading to a Free Plan then any remaining subscription balance is added as a credit on the account in case you choose to use our Add-Ons or upgrade later on to a Paid Plan again.

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 for 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 the "Cancel My Subscription" button on the 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.

Add-Ons for both Free Trial and Paid plans

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.

The Add-On you grab will be applied to every integration you have running on SyncApps. The Add-On can be applied to all of your existing and new Sync Profiles.

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 both free trial 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:

  1. Press the Add-Ons tab. SyncApps will display all the Add-Ons that are available for your Free Trial or Paid plans. It will also give you all the details included so that you know what you are getting yourself into.
  2. Select the "Subscribe 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!

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Hope you succeeded. If not, no worries. You can always contact our 24/7 Support with any questions around integration pricing.

 

Managing Custom Fields in Constant Contact

Hey there, thanks for stopping by to check out how to map Constant Contact custom fields in your integration.

Let's start with the basics real quick!

Basic Fields Premapped

Additional field mapping is optional. Basic Contact fields such as all below are already mapped for you;

  • Email address
  • Name
  • Address
  • Company name
  • Phone

The phone number is pre-mapped. 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".

To override the premapped fields just enable this option in Step 4.

For other Custom Fields just map each in Step 4 and if you do not see any in the dropdown hit the Refresh Fields icon at the end of the mapping row.

 

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For Custom Fields let’s start off with a very common one.

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.

Reporting Tab and Hyperlinked Bounce Count

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.

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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 - 25 custom fields for you to choose from! Now that’s a whole lot to choose from, which is great.

MultiSelect Fields

If using this type of field in CRM please note to use the Constant Contact Text Field type to make sure the format flows correctly. 

Example:

This field when mapped will flow into Constant Contact like below. 

Contact Type = Buyer;Out-of-State Buyer

Birthday & Anniversary Support

Constant Contact 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.

Also, when using Step 4 Field Mapping, you'll need to create the fields first in Constant Contact before trying to map each of them.

Using Events in Constant Contact and need to also do Custom Field Mapping? Check out how in this article here.

Check out our Subscriber’s Story below on how SyncApps helped each of them save 100s of hours per year!

generic-subscriber.png

Did we answer your question? I hope we did.

Have you tried setting up your own Sync Profile with SyncApps?

Let us know if you hit any more snags by emailing us at support@cazoomi.com. We are ready 24/7 to answer all your questions.

 

Sync multiple Constant Contact accounts to one Salesforce account or vice versa

 Sync-multiple-Constant-Contact-accounts-to-one-Salesforce-account-or-vice-versa-Creately.png

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!

 

 

Syncing Campaign Responses for Person Accounts in Salesforce

Hey there, thanks for stopping by!

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.

Getting Started!

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(s) are updated?

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 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.

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We’re happy to help!

Touch base with the SyncApps Experts, share ideas, and get answers to your SyncApps questions.

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