Constant Contact for Salesforce is one of our most in-demand integrations. Wondering why our 10,000+ subscribers chose it instead of the native Constant Contact Salesforce App?
We’ve got quite a few reasons why SyncApps is home to the best bidirectional Constant Contact for Salesforce integration!
On SyncApps, you have:
- Bidirectional integration of Contacts, Leads, Accounts, Unsubscribes, Fields, and even Person Accounts
- Salesforce sandbox supported
- Nonprofit Success Pack (NPSP) is 100% supported (Hi, Nonprofits 👋, we also have a 25% discount for you!)
- Campaign Metrics are yours in Salesforce to keep if you ever decide to leave Constant Contact
- No setup configuration is needed -- all plug-and-play
Need more reasons to switch to SyncApps? Keep scrolling, and we’ve got them!
SyncApps has been integrating Salesforce with Constant Contact for 15+ years. As time goes by, we incrementally add new enhancements that will help your Sales and Marketing teams hit quotas and get excellent ROI.
Updates and enhancements always lag behind in the native Constant Contact Salesforce App since it's a free application with limited developers working on it. This means that you won't be able to use the most recent enhancements in Constant Contact or Salesforce until MUCH later, when (and if) they are added into the Constant Contact Salesforce App. At SyncApps, the upgrades are done regularly, and you can even enjoy extra features that you can't find in Constant Contact or Salesforce independently.
Added Bonus! Got multiple Salesforce and Constant Contact accounts? We support integrating these into one SyncApps account.
How Do I Get Started with Constant Contact for Salesforce in SyncApps
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Once you have the integration via SyncApps all Set Up, you can do the following:
- By default, Salesforce, your CRM system of record, takes higher precedence over Constant Contact.
- Contact, Leads, or Account updates? We use native (or preferred) email address fields for record creation and updates. Custom Email Fields on the Account or other objects supported.
- Are you a Nonprofit organization using the Salesforce NPSP version? We fully support it and the objects you need to be integrated into Constant Contact. Click here for unique discounts for nonprofits and save 25% of your yearly subscription fee!
- Duplicates management? SyncApps uses the email address field, so if an email address already exists on both ends, then we'll just marry/connect those records
- Syncing back your Constant Contact Campaign analytics, such as opens, clicks, and bounces back to Salesforce? Learn How Campaign Response Brings Back Campaign Metrics to Salesforce
- Syncing historical data (Campaign metrics/analytics) back to Salesforce? We pull all the metrics back from Constant Contact to Salesforce, which are yours to keep forever.
- Salesforce list management to target specific people in your market? You can use Salesforce Campaign (as a Contact/Leads List), List Views, or even our powerful Filtering and Segmentation to segment these specific records into Groups/Tags under your specified Constant Contact List.
- Subscriptions/Newsletters management works truly bidirectional as well, using SyncApps CRM Checkbox fields for Segmentation to Constant Contact Lists
- Constant Contact Unsubscribes are automatically managed by SyncApps (by default, we manage the "Email Opt-Out" field in Salesforce. Using Custom Opt-Out? Learn how Opt-Outs Work with Integrations.
- Sign-up forms for new records in Constant Contact will be synced back to Salesforce whenever the sync runs. You can create them as a Contact or a Lead in Salesforce
- Segment Email Campaigns by Campaign Record Types back to Salesforce
- Converted Leads Management
- Field mappings, such as Bounces, Bounce reason, and even more!
- Scheduled or real-time sync updates!
- 28 days FREE trial with ALL features included -- you can test ALL your use cases
- 24/7 accessible support and onboarding scheduled calls with our Sales Engineers
If you're currently using the Constant Contact Salesforce App and plan to switch to SyncApps, the best practice is to use only one integration platform software to prevent errors on record updates.
What's the Difference Between Constant Contact Salesforce App and Constant Contact for Salesforce SyncApps?
A Few Key Differences:
SyncApps uses the API of both Salesforce and Constant Contact, with nothing to install in Salesforce. What this means is that we cover all features of the API that also cover 99% of all use cases. If you ever leave SyncApps, for any reason, the data you have integrated into both Constant Contact and Salesforce is yours to keep.
We also support both Salesforce Classic and Lightning editions as long as your Salesforce org is API-enabled. If you’re under the Salesforce Professional edition subscription, be sure that you have purchased their Web Service API to be able to integrate with SyncApps.
Our 24/7 Support is available to all plan members.
Constant Contact Salesforce App vs. the SyncApps Constant Contact for Salesforce Integration: an In-Depth Look
No installation headaches: The native Constant Contact Salesforce App needs to be installed as a package into Salesforce from Salesforce’s AppExchange. In SyncApps, you’ll just need to sign up, create the integration, and connect each system by authenticating each on our platform, in what we call a Set Up.
Your data is yours to keep FOREVER: One of the disadvantages when using the native Constant Contact Salesforce App and then deciding to use another integration platform is that once you uninstall the app, it will also remove all the historical data or those synced records as it is a managed package. In SyncApps, we directly sync to the Salesforce API, and everything that’s synced by SyncApps will stay in both systems AS IS, even if you have unsubscribed from the service.
Once you have the native Constant Contact Salesforce App installed, it will be under Tools in Constant Contact:
In SyncApps, you will need to log in online and set up the integration. The Set Up is pretty straightforward, and lots of features are available to tailor to your integration use cases. If you need help, our 24/7 Support Team will always be there to guide you.
Differences in Contacts, Leads, Accounts, and Person Accounts Management
In SyncApps, for Contacts and Leads, as long as they have an email address (using the native email address), we will sync those over to Constant Contact's Main List or, if using segments from CRM, to a specific list. If the email address already exists, then we’ll just match it to those records, and if not, we will create a new record in Constant Contact.
If you use a custom email address in Salesforce other than the native email address, then we also support that to be mapped in Field Mapping to Constant Contact’s native email field. Accounts, Contacts, and Leads supported.
For other Salesforce orgs, such as the Salesforce NPSP, some of them are using the “Preferred” field, so in that case, the selected “Preferred email” will be the basis for the record’s creation as well. The same thing goes for the Constant Contact app, they are also using the email address.
In SyncApps, we also automatically detect if you are using Person Accounts and sync these into your Constant Contact List and into segments like other lists that your team manages.
The Constant Contact app will only update the “Status” to Subscribed or Unsubscribed without updating the Salesforce native “Email Opt-out” field of the Contact or Lead record.
SyncApps uses the native “Email Opt-Out” field of a Contact/Lead record in Salesforce once they unsubscribe from the specified Constant Contact Main List. Once that is marked as opted out in Salesforce, we will no longer touch/update that record. This is automatically synced by us so there is no need to map it.
If you’re not using the native email Opt-Out field, then we can use and map the Constant Contact Unsubscribe to the Salesforce Custom Opt-Out field.
Also, if, in some cases, you manually mark the email opt-out in Salesforce, we can also Unsubscribe them from your Constant Contact List; you need to enable this feature:
A bonus feature is that anyone manually Unsubscribed in Salesforce can be automatically unsubscribed from Constant Contact and even removed from your Lists. All you need to do is use a simple tick of a box for that feature in tandem with our Full Sync.
What If the Salesforce Record Is Deleted?
In SyncApps, by default, if the Contact/Lead is deleted, then it will stay in the Constant Contact List, but there’s a way to override the configuration where if a Salesforce record is deleted, it will also be removed from your Constant Contact List.
If a record is deleted in Constant Contact, the best practice is to manually delete or mark them as Opted Out in Salesforce so that we will not re-add them to Constant Contact whenever the scheduled sync runs.
For the Constant Contact app, once the Salesforce record is deleted, it will stay as subscribed in your Constant Contact List. This means that you stand to lose leads that you could have won over with a simple tick of a box in SyncApps.
These are just some of the 250+ prebuilt automations in SyncApps.
How Do Mapped Fields Integrate?
In SyncApps, by default, we will automatically sync the Email Address, First Name, and Last Name and others shown below:
If you need to map other fields in Salesforce or Constant Contact, just add them via Field mapping, one-way or bidirectional.
If using field mapping features like overriding premapped fields, overriding the native email field, Expression Mapping, or Formula Fields to Nonprofit rollup fields, then choose "More options" in the Field Mapping section to meet these requirements.
Whenever there are updates in Salesforce, those will be synced automatically to Constant Contact’s records, and if there are updates to the Constant Contact record, these changes will not be reflected in Salesforce, the system of record.
You can use Field Mapping to kick off Constant Contact autoresponders with ease.
The Constant Contact app will only work one way from Salesforce to the Constant Contact fields as it does not utilize many of its own API features today.
Managing Salesforce Campaigns, List Views, or Specific Contacts/Leads to Constant Contact Lists?
In the Constant Contact app, you will need to choose the type of Import to add records to a specific List.
Using SyncApps is a lot easier as there are various ways to automatically segment your Contacts/Leads from Salesforce to Constant Contact Lists by using a few features that are just point-and-click. Schedules can be set to real-time or the time interval needed. Even by days of the week!
- If you use Salesforce Campaigns/List Views and if you have selected these specific Campaigns/List Views in the integration setup, each of the Salesforce Campaigns/List Views will automatically be created into Lists (each list in Constant Contact will be created from the Campaign or List View name in Salesforce)
- Even segment by Campaign Record Type or Campaign Member Status from Salesforce
- If you don’t use the first option, the other option is to use the Filtering and Segmentation feature in SyncApps. Setting this up is like running a report in Salesforce where it will be based on the mapped field, and each of the “Segments” will be created as Lists in Constant Contact.
- You can also filter from Constant Contact Lists, which records flow back to Salesforce.
- The Checkbox Field Mapping feature will also manage your Contact/Leads subscription as well, and it works great with this integration!
What If Some of the Contacts/Leads Are Removed from Your Salesforce Campaigns/List Views?
The Constant Contact app does not have the capability to remove the records from Constant Contact Lists once they are removed from the SalesforceCampaigns/List Views. You will need to remove them manually. More work for your teams!
SyncApps does have a feature to do that automatically for you. We call this Full Sync. Once they are removed from your Salesforce Campaigns/List Views, we will also remove them from your Constant Contact Lists. Check this out for more information.
Campaign Responses - Syncing Constant Contact Campaign Metrics Back to Salesforce
Unlike the Constant Contact app, we can sync back all or some of your Constant Contact email campaign responses to Salesforce like Opens, Clicks, URLs Clicked, Click Rate, Open Rate, Bounce, and Bounce Reason + total metrics like Total Opens, Total Clicks and Bounces per campaign.
In SyncApps, we will sync directly to those fields in Salesforce, and we do not create our own tab. Instead, we will create the Salesforce Campaign, Activity, Campaign + Activity, Contact/Lead notes, or bring back marketing metrics only from your Constant Contact Campaigns/email automations.
Dive deeper into this article for more information, or watch the 4+ minutes video above detailing how it works.
I Don’t Know What to Do or What Features to Select -- Who Can Help Me?
Unlike Constant Contact, which has less than stellar support, SyncApps offers 24/7 email support and scheduled phone support to help you guide your integration based on your integration needs. SyncApps also has a robust Help Center for guide articles.
We add new features weekly, so if you have any feature suggestions, please reach out!
Check out these Help Desk articles for answers to frequently asked questions.