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How do I sync Salesforce Person Accounts to Marketing Automaton list(s) or Group(s)?

Hi, there!

Are you having trouble Salesforce Person Accounts to Marketing Automation List(s) or Group(s)?

That's very easy! Check the few steps below on how to achieve it.

Salesforce  Check

By default, Person Account record type shares the same type with Contacts. Person Accounts cannot be synced without using Salesforce Campaign(s) or Marketing List(s), meaning, you'll need to manually place the Person Account Record inside of a CRM Campaign(s) or Marketing List(s).

If you have lots of Person Accounts to transfer rather than doing it one by one placing them into a CRM Campaign or Marketing List, please reach out to Salesforce Support team on how to do it.

For Converted Leads, move a Lead > converted Person Account > Campaign just ask your Salesforce team to write a workflow to add to a Campaign.

So now, let's say that "Person Account A record" is now placed in the CRM Campaign name: "Person Accounts Test". Also, double check if the CRM Campaign "Person Accounts Test" is set to ACTIVE.

SyncApps

In Step 1 of the Sync Profile, the Object type should be set to "Contact". Next, select the option "Sync Salesforce Campaign/List Members to Constant Contact List" and select "Use Salesforce Campaign as List" and tap the "Browse" button. Look for the Campaign "Person Accounts Test" or the Campaign where you placed the Person Account record.

For Converted Leads, make sure that you also have enabled the "Delete Converted Leads in Constant Contact", this feature will remove the Lead Type record in Constant Contact so that the new Person Account record will be created in Constant Contact/Marketing Automation List.

Hit update then "Next" button.

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In Step 2 of the Sync Profile, specify the Marketing Automation Master List/Audience on where you want this record to land.

Hit "Save", then Reset Sync Process and resync.

Once the sync is done, "Person Account Record A" will now be in the Marketing Automation List (the same name with the CRM Campaign where you placed "Person Account Record A") under the email list or Group named "Person Accounts Test".

Below is a use case from one of our subscribers that might have the same snag as you're on. (Salesforce to Constant Contact)

Subscriber:

I found a thread in the Cazoomi Support which has the same question I do, but my integration is Salesforce to Constant Contact. I can't Enable Additional Field Mappings - not all of them seem to be showing up. Please advise.

Cazoomi:

Thanks for the note and can you share the fields and what object they are on?

Subscriber:

In our Person Accounts, we have a field called Relationship with pick-list values. This is how we'd like to sort.

Cazoomi:

Thanks, and I think the best approach is not field mapping as your SyncApps is pulling from Salesforce Person Accounts, and in which you could select members based on the Relationship drop-down list using the Marketing List feature.

Salesforce Configuration 
Sync email marketing data: false 
Object type: Contact 
Unsubscribe opted-out Contact: true 
Sync campaigns/list: true 

Marketing List mode: List

save image

Now that you have 1 Sync Profile using Marketing Lists, feel free to set up individual Marketing Lists for each Person Account criteria for the drop-down list called Relationship.

Each Marketing List in Salesforce will auto-create the list in Constant Contact, as well as populate those members into the Master List you have specified in SyncApps setup screen for Constant Contact.

If you are on our free trial, you can also try out integrating Person Accounts using either Campaign in Salesforce synced to Lists in Constant Contact or using our Marketing List feature as well.  Both work the same way as Person Accounts can be added to either a Campaign or Marketing List in Salesforce.

Check out our in-depth video below by our integration experts!

Check out our subscriber's story here on how SyncApps helped them save 100s of hours per year!nacd.png

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