Salesforce CRM/Apto integration for Constant Contact

Salesforce CRM Sync integration connects the dots between Constant Contact in under 5 minutes.  Also works with Apto, the #1 Commercial Real Estate app running on Salesforce as they utilize the common Salesforce Contact object.

Please note that Apto uses the only available method for “Salesforce Platform” licenses which is Notes for Campaign Response Sync Mode in Step 1 of your Sync Profile.

GUIDED TOUR VIDEO

With Salesforce CRM Sync enabled, Constant Contact will automatically sync contacts & leads in Salesforce CRM to subscribers in your lists. 


All marketing metrics to contacts and leads are captured in Salesforce CRM, including opens, clicks and forwards counts.

  • Automation | Email, Subscribers & Social Media lists synced


Automatically sync lists from Salesforce CRM to Constant Contact for powerful marketing segmentation using Salesforce CRM Sync.

  • Segmentation | Customers, Subscribers from FOLLOWERS


Utilize Salesforce CRM custom field mapping to capture more data automatically to your Constant Contact lists.

  • Synchronization | See how easy keeping ALL your marketing channels in sync can be!


Schedule it and forget it using Salesforce CRM Sync today!


 

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Comments

  • Avatar
    Clint

    Salesforce.com to Constant Contact Update:

    We have also implemented opt-out sync from Salesforce to Constant Contact so the opt-out sync is now bi-directional.  Subscribers can enable it in their SyncApp configuration. If opt-out is checked in Salesforce then the contact/lead will be unsubscribed from Constant Contact automatically.

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  • Avatar
    Thrive

    What if that subscriber is in multiple lists in Constant Contact and only wishes to unsubscribe from particular list than unsubscribe from all list?

  • Avatar
    Clint

    Thanks Anthony and unfortunately this is a Constant Contact specific issue as you are actually referring to list "Preferences" not "Unsubscribe" which is Global for Constant Contact and SyncApps marries back to Salesforce's standard "Email Opt Out" field for Leads and Contacts.

    sync.jpg Grafton-Inn-Signup-Form-Azure-600x480.jpg

     

    Most subscribers manage Campaigns from the Salesforce side or using a Web to Lead, Web to Contact since Constant Contact "Preferences" does not yet have a timestamp for add/remove available in their API nor the ability for storing historical contact list membership data by individual contacts, yet. (on the way)

    As a workaround, you can log in to Constant Contact, remove "Preference" members in each list prior to doing an email marketing campaign and resync your SyncApps.  In doing so all the correct list membership is 100% synced & up-to-date.

    This manual step takes 2 minutes to accomplish for 1000s of subscribers today using Constant Contact SyncApps.

    ~Clint

    @cazoomi