To use our Add-On for Checkbox Fields in CRM to Constant Contact Lists just start by gathering all your required Constant Contact Lists needed to become checkboxes in Salesforce or use existing checkboxes that will automatically sync to existing Constant Contact Lists or create new ones based on your needs.
Once you have these all together then you are ready to start.
* Head to your Constant Contact Master 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 Salesforce, you will need to setup the Checkbox field(s), see the link here to set up your Salesforce Checkbox Field
Subscribe to the Checkbox Field Add-On in SyncApps:
Setup in SyncApps:
*Constant Contact List segmentation is updated on each sync from CRM.
Please note that Constant Contact lists changes, i.e allowing list selection for subscribers cannot be synced to CRM Campaign/List checkboxes as per Constant Contact API limitations.
*This feature also works with Microsoft Dynamics 365 to Constant Contact!