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Setting up Field Mapping with Constant Contact for Salesforce

Are you wondering how the Field Mapping feature should be set up in your integration?

Check out how it works in our short video below.

SyncApps usually syncs the pre-mapped basic and default fields such as the following:

  • Email Address
  • First Name
  • Last Name
  • Company
  • Address
  • Phone
  • Email Opt Out

If wanting to sync other fields, the Field Mapping feature enables you to sync any standard and custom fields over from our CRM to your Marketing Automation software.

Step 4, Enable Field Mapping, Salesforce Field, Constant Contact Field, Add Mapping, Save, Ok, Finish, Reset Sync Process, and Sync Now

In Step 4 of your Set Up, enable Field Mapping by tapping on the checkbox. Next, in the drop-down select field, the Salesforce Fields will appear from the CRM object that is used in Step 1 and you can select the desired field to be mapped.

Also, select the field on the Constant Contact drop-down so that fields will be mapped accordingly to your chosen fields. 

Step_4-_Field_Mapping.gif

Next tap on the “Add Mapping” button, tap “Save”, tap “OK”, and tap “Finish”.

After tapping on the “Finish” button, remember that if you’re making configurations, you must tap on the “Reset Sync Process” button first before tapping on the “Sync Now” and allow SyncApps to do the magic. 

We hope that you find this article helpful in setting up your integration with SyncApps.

Need some help?

Check out the options below on how you can contact our support team and find 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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