Constant Contact for Salesforce Integration

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.

Supported "Built on Salesforce" software: PatronManager, Apto, propertybase, and Navatar.

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!

Pricing:

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 to add features and functionality to your Free Plan today for only $9.99/month!

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. 

Getting Started: 

Create your own integration in just a few minutes.  See how to do it in this brief 3 min. video.

How_to_Integrate_Salesforce_with_Constant_Contact.png 

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.

NOTES:

  • When selecting "Sync Campaign Response" be sure to check your Salesforce layouts to make sure all fields created by SyncApps are dragged into the layouts for your Salesforce organization before continuing to Step 2.
  • SyncApps will automatically create the fields once you select "Sync Campaign Response" in Step 1 of setup and press "Next" or "Save".
  • Feel free to head over to Salesforce to drag the fields into each into your page layouts for Contacts and Leads in Salesforce.

CONTACT Layout Example:

Edit_Page_Layout__Contact_Layout___Salesforce___Developer_Edition___Salesforce.png

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...

SALESFORCE LAYOUTS:

Basically, there are 3 layouts that need to be edited in order to work for Salesforce Professional Edition with API Enabled:

  1. Campaign Page Layout: Add Campaign Cazoomiid (optional for Enterprise Edition but make sure username has access to the fields)
  2. Campaign Member Page Layout: Add Campaign Cazoomiid, Clicks, Bounces, Forwards, etc (optional for Enterprise Edition but make sure username has access to the fields)
  3. Contact and/or Lead Page Layout: Add Opens, Clicks, Bounces, Forwards to the Campaign History related list. (optional but needed to see the metrics in the Contact and/or Lead layouts.)

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 record.screenshot-reporting.png

  • If "Use Separate Custom Fields for Event Marketing Fields" is checked then SyncApps will automatically create each separate field so please place each field on the Campaign Member Layout.  No field mapping is needed in Step 4 unless mapping Order Total to a custom field on the Campaign Member layout.

EventSpot_fields_2.png

Email_Campaign___Salesforce.pngEmail_Campaign___Salesforce__1_.png

https___syncapps_cazoomi_com_sync_profile_edit_step_config_mapping_wizardId_99effab4_adce_4533_9419_d7d2fce84ad61520117233117.png

  • If "Allow mapping Event Registrant details to Campaign Member custom fields" is checked then this means you can map new custom fields to Salesforce you create in Step 4 for the Event created in Constant Contact.

Map_Event_Registrant_Details.pngscreenshot-register.png

The example below is for using Event Marketing with a Constant Contact form to collect answers pre-event in form of a question.  After selecting Sync Constant Contact Events in Step 1 then the actual field mapping for the questions on your Constant Contact form can be done in Step 4 of your Sync Profile integration.

https___syncapps_cazoomi_com_sync_profile_edit_profileId_898275294_step_config_salesforce_wizardId_1d87e5a5_c949_4610_a82e_af41b38866d01520154876765.png

inline821757702.pnginline-1207798667.pnginline-164198116.png

  • Allow mapping Event Registrant details to Campaign Member custom fields also means you can map back "Order total" if collecting payments back to a custom field in Salesforce

Event_Registrant_.png

If needing to migrate Campaign Emails sent, past a rolling 90 days, please contact us today to enable a paid migration Add-On for this requirement.

Review how one Salesforce Partner implements this solution on our blog... 

brand.png  Salesforce layouts check: 

* Drag Campaign Cazoomiid into the Email Campaign Page Layout

Edit_Page_Layout__Campaign_Layout___Salesforce___Developer_Edition___Salesforce.png

* 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 

Edit_Page_Layout__Campaign_Member_Page_Layout___Salesforce___Developer_Edition___Salesforce.png

*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

campaign_layout_setup.png

 metrics.png  

brand.png  2 Week Free Trial testing best practice after you have set up your Sync Profile: 

  1. Select 1 Salesforce Campaign, Cazoomi Marketing List or use a Filter in tandem with each in your Sync Profile to sync over to your Email Marketing Platform (use 100 records of which some meet your criteria and if using Accounts then these will pull the first 100 good Accounts to sync on initial sync) 
  2. Place a few Contacts or Leads into the 1 Salesforce Campaign, Cazoomi Marketing List or if using a Filter use a Campaign or Marketing list to pull from the specific Campaign or Marketing list in your Sync Profile (if using Person Accounts please use Cazoomi Marketing List for this task)
  3. Make sure "Email Opt-Out" field is visible on the Salesforce Account, Contact or Lead page layout used
  4. Use an empty List in your Marketing Automation solution to sync to as the Master List
  5. Press "Sync Now" 
  6. Check your Marketing Automation Platform List and/or Group/Category/Segment for the 1 Salesforce Campaign, Cazoomi Marketing List or Filter now under the empty Master List now filled with up to 100 records from the Trial 
  7. Create and Send an Email Campaign to your List or Group/Category/Segment which you have just synced
  8. In your Sync Profile select the Specific Email Campaign to Sync feature in Step 2, choose the Email Campaign just sent & press Save
  9. Press "Sync Now" 
  10. Check Salesforce record's Campaign History to see all metrics on the record (opens, clicks, bounces, forwards, URLs clicked or email events)
  11. Check Sync Dashboard and select Reports to review details of each Sync run test
  12. Run again for your team to show how it works!

Note:

  1. If using both Leads and Contacts please create 2 Sync Profiles from your SyncApps Dashboard
  2. Setup separate Sync Profiles for both object types, Leads & Contacts.  If using Salesforce Accounts select Accounts as the object type

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. 

 

 

 

Have more questions? Submit a request

Comments

  • Avatar
    Thrive

    We have more than 20 lists in Constant Contact.  I am trying to sync each CC contacts with different Salesforce Campaign.  I am trying out the syncapp and it seems like only one CC master list is synced with one campaign.  Is there any way you can have multiple salesforce campaign sync with multiple CC lists synced?  For example, I want Campaign A of salesforce to sync with List A in CC.  Campaign B of salesforce to sync with List B in CC.. . and on and on.  

  • Avatar
    Clint

    Thanks Anthony and sure, each Salesforce Campaign in SyncApps paid plans becomes a list in Constant Contact as well as the Master List you name holds all synced contacts or leads.   In the trial only 1 Campaign is synced as per "?" SyncNotes in the App.

    We do SyncApps reviews on Tuesday & Friday 11-2pm PST if you want to shoot over an invite to clint@cazoomi.com for a 20 minute slot.

    ~Clint
    @Cazoomi

  • Avatar
    Hall Johnson

    I'm curious what this means....

    Sync all active contacts not just those in the specified Constant Contact master list.  By default SyncApps only retrieves contacts from the specified "Master List" named. Please check this option if you want to sync all active contacts.

    Why would it be useful to sync against all active contacts in Constant Contact?   If they aren't in the Master List, they won't be in one of the lists that correspond to a SFDC campaign so no need to sync against.

     

  • Avatar
    Clint

    Thanks Hall for the question and yes, this is an integration requested by over half our Constant Contact Subscribers so available on every plan.

    Key thing to note is many of their Contacts may not exist in Salesforce so when they sync for the first time SyncApps will auto-create Contacts or Leads which do not exist in Salesforce.  Pretty cool feature if you have more than a few contacts to migrate to Salesforce.

    ~Clint
    @cazoomi

  • Avatar
    Clint

    Thanks Melissa for the question today and call on data migration.

    If your client has been on Constant Contact and needing to migrate Lists into Cazoomi Marketing Lists in Salesforce then the best method would be the following:

    1) Tag each of the list members in Constant Contact with a unique tag
    2) Export each Constant Contact list with tag(s) to CSV
    3) Import into Salesforce the CSVs with tags to the Contacts, appending or creating new Contacts
    4) Create new Cazoomi Marketing List(s) with the same name as the the Constant Contact List(s)
    5) Check "Sync This List" for each
    6) In your Sync Profile use "Sync Marketing Lists" feature in Step 1
    7) Sync the new Cazoomi Marketing List(s) which will now marry to the existing Constant Contact List(s) as they now match on name
    8) Now that the Cazoomi Marketing List(s) in Salesforce match Constant Contact List(s) any new record on both sides will sync over and keep in sync

    Hope that helps,

    ~Clint
    @cazoomi