Help Center

Syncing back Constant Contact Events, EventSpot, to Salesforce

Hi there and thanks for taking a look at this article round how Constant Contact Events are integrated back to Salesforce today. Let's clarify some important details on how you can integrate back your EventSpot data to Salesforce.

EventSpot is simply the name for Constant Contacts Events software made simple.

Syncing_back_Constant_Contact_Events__EventSpot_to_Salesforce___Creately.png

Create invitations and track RSVPs for upcoming events is super easy using EventSpot.

Create Invites, Track RSVPs

This article is perfect if you hold events today!

Take a look at how the Step 1 settings are laid out below and to get EventSpot to sync back to Salesforce just check this feature.

save image

NOTE:

By default, SyncApps syncs Registration Date, Registration Status or RSVP Status, Payment Status, Guest Count, and Payment total all into to "Email Events" field if "Use Separate Custom Fields for Event Marketing Fields" is not checked in Step 1 of your Sync Profile. 

If you want to then map separate fields back to Salesforce fields then enable this feature "Use Separate Custom Fields for Event Marketing Fields" and then in Step 4 the Field Mapping area can be used to map back Event Registrant fields from Constant Contact to Salesforce individual fields.

save image

You'll just need to map out these following fields over in Step 4 of your Sync Profile plus you may be able to add another field if you'd like.

How does it look?

 In Constant Contact Event, the Event will be created as a Salesforce Campaign and the Event Registrants will be created as Campaign Members together with the Event Registrant details:

e1.png

e2.png

e3.png

 

After the sync in SyncApps is completed, the Event will now be created as a Campaign in Salesforce. The name of the Salesforce Campaign will be the same exact name of the Constant Contact Event.

e4.png

e5.png

e6.png

By default, SyncApps syncs Registration Date, Registration Status or RSVP Status, Payment Status, Guest Count, and Payment total all into to "Email Events" field if "Use Separate Custom Fields for Event Marketing Fields" is not checked in Step 1 of your Sync Profile. 

e7.png

If you need to create a Salesforce Opportunity from each Event then see here

If you need to get a better understanding of how Constant Contact Events work in detail head to this article.

We are online 24/7, just for you to make sure you get the best out of your software integration so be sure to drop us a note anytime.

 

Have more questions? Submit a request

Comments

Cazoomi Resources