CRM Checkboxes to Constant Contact Lists

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 CRM or use existing checkboxes that will automatically sync to existing Constant Contact Lists or create new ones based on your needs.

Note: To use Checkbox Add-On you will need to purchase List Sync and Custom Field Mapping Add-Ons.

save image

 

This feature works with 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. 

Please note that Constant Contact lists changes, i.e. allowing list selection for subscribers from Constant Contact cannot be synced to CRM checkboxes as per Constant Contact API limitations.

BEST PRACTICE:

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.

Due to limitations in the Constant Contact API, the Checkboxes feature is, however, not retroactive, meaning if you have existing records in Constant Contact which you need to update Salesforce Checkbox fields, then please export these records and import into CRM to make sure the Checkboxes are updated in CRM first using Dataloader.io

STEPS:

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:

Note: In Salesforce, you will need to set up the Checkbox field(s), see the link here to set up your Salesforce Checkbox Field

 

Subscribe to the Checkbox Field Add-On + also subscribe to List Sync and Custom Field Mapping Add-Ons, which are required.

Setup in SyncApps:




Once this feature is set up, then please Reset Sync Process and Sync Now.

All your CRM Checkboxes should be integrated into your Constant Contact Lists.

If you have any questions or walk a guided tour please book our 24/7 support here.

Have more questions? Submit a request

Comments