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Create Lists in Constant Contact from Pipeliner CRM

Cannot find the right feature to segment your Contacts from Pipeliner to Constant Contact?

Easy! Our Filtering and Segmentation will do the trick as each "Segment ( Segment Name )" will be created as an email list in Constant Contact together with the records that will match the filtering criteria per segment.

How to do this?

Head to Step 5 of the Sync Profile then set the Segment Name and the Filtering criteria per segment. See the articles below for reference:

Filtering - sync records bidirectionally with specific criteria 

Filtering and Segmentation Guide

 

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