Real People, 24/7
Real people 24/7

Constant Contact Events to Salesforce Opportunities using Process Builder

Does your organization need to create a Salesforce Opportunity when an Event is created in Constant Contact?

Problem solved using a simple Process Builder flow in Salesforce! 

USE CASE:

When people register for an event then match up to an opportunity in Salesforce. Next, have the registration type and amount paid to sync over to that opportunity in Salesforce.

For example, if they register for Conference XYZ, we would have an opportunity in Salesforce called Conference XYZ.

SOLUTION:

Use Salesforce Process Builder to meet this requirement.

When SyncApps creates the Salesforce Campaign from the Event Campaigns integration in Constant Contact you could use this approach to create the Opportunity as well as capture the registration type and amount paid which are also included in the Campaign that syncs back from Constant Contact.

 

Syncing_back_Constant_Contact_Events__EventSpot__to_Salesforce.png

Need Some Help with a Human Touch?

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 

FAQs 

Check out these Help Desk articles for answers to frequently asked questions.

Get Started | Login Issues | Pricing

Be sure to see one customer's story on how SyncApps helped them save 13 days per year of manually importing/exporting data!

Subscriber-Story-TopLine-CTA.jpg

Have more questions? Submit a request

Comments