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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.

See other small businesses, education and non profits to even large enterprises who started on a Free Trial.

Salesforce to Constant Contact

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How Does Salesforce to Constant Contact SyncApps Work

Setup is super simple

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Major Features

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Sync accounts (Person Accounts incl.), contacts and leads to Constant Contact lists.

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Easily select which Salesforce.com Object Type to be created when there is a new subscriber in Constant Contact. (Only Available on Paid Plans or as an Add-On)

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Quickly select specific Cazoomi Marketing List or Salesforce Campaign Record Types to sync to Constant Contact List(s). (Only Available on Paid Plans or as an Add-On)

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Sync specific lists feature from Constant Contact to CRM. (Only Available on Paid Plans or as an Add-On)

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Filter and Sync only those records who meet a specific criteria from CRM. (Only Available on Paid Plans or as an Add-On)

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Salesforce Custom Checkbox to Constant Contact List segmentation feature. (Only Available as an Add-On)

How it Works!

1

Enter your Sync Profile name. The Sync Profile name is just a description for you to remember the Sync Profile that you will create.

2

Next, enter Salesforce credentials. Grab your Salesforce credentials and if you have questions, please hover over any SyncNotes tool tip to get more information.

3

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.

4

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.

5

Next is Field Mapping. Field Mapping from you chosen App 1 and app 2 allows you to update existing records or new records with ease.

6

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.

7

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.

IDEAS & ANSWERS TO KEEP YOU UP-TO-DATE.

Are you a start-up, non-profit, small business or Enterprise working with a Salesforce expert?

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The National Association of Corporate Directors NACD

"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.”
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Focus on your sales by seamlessly integrating your Cloud, On-Premise or Plug-in applications.

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Customer Support

Questions? Contact our 24/7 support team.

Touch base with the Cazoomi product team leads, share ideas, and get answers to your SyncApps questions.

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