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Syncing Salesforce List Views For Contacts and Leads

Do you have multiple Set Ups with different object types like Leads and Contacts yet want to sync one List View to your Constant Contact Main List?

By default, a Salesforce List View will create a list in Constant Contact, and the Main List's name in Step 2 will be determined by what you name it. 

If using Campaigns, then it will create a list in Constant Contact for each Campaign being integrated.

This is how SyncApps works to be sure all records in your Main List are continually integrated, both existing and new records.

If you are using both Contacts and Leads, then the set up would be to use two separate integrations, one for Leads and one for Contacts, with the same List View and Main List for each integration.

In doing so, you will be able to automate how the Salesforce records flow behaves, saving 2-3 hours a week in manual updates.  

Need some help?

Check out the options below on contacting our support team and finding the answers you need to help you with your SyncApps integrations.

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled  

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