Trying to sync records from Salesforce to your Constant Contact Lists based on Salesforce criteria or reports?
Then this feature is perfect for your team.
To start using Checkbox Fields for Segmentation for Constant Contact you can use existing checkboxes on your Salesforce records or create new ones that will automatically sync to existing Constant Contact Lists.
This feature works with NetSuite, Salesforce, Zoho CRM & Dynamics 365 to Constant Contact!
Once you have these all together, then you are ready to start.
Constant Contact List segmentation is updated on each sync from CRM.
If you have existing records in Lists in Constant Contact that need to be synced back to Salesforce Checkbox fields then choose dataloader.io to sync Constant Contact Lists to CRM.
Make sure that the records and the Checkboxes are initially synced from Salesforce to Constant Contact so that we can cache both the records and Checkbox(CRM) and let SyncApps create the email list(in Constant Contact connected to those CRM Checkboxes).
Head to your Constant Contact Main List and under the Contacts Tab, select the email Lists that you want to take effect on the Custom Checkbox sync.
Manage Email Lists will show the available lists to use as Checkboxes in CRM. Checkboxes feature will allow CRM to control the placement of Contacts and Leads to their corresponding Constant Contact Lists as shown below:
In Step 1 of the Set Up, enable the option below then map the CRM Checkboxes to your Constant Contact Lists. Here are a few points:
- If you enter a new List Name under "Constant Contact List Name" text boxes then we will automatically create that List name in Constant Contact.
- If you entered an existing List name then we will just marry to that list.
Salesforce Checkbox Names will depend on what you have on your Contact/Lead/preferred layout. Names of the Checkbox above are just examples.
Need some help?
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