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Constant Contact for Dynamics 365 Setup with Features Explained

Hello there! Do you want to know how to put all the pieces together to integrate Constant Contact and Dynamics 365? 

We’re here to help! We’ve crafted this article for you to help you understand how SyncApps works with integrating Constant Contact for Dynamics 365.

Before starting, take a look at our basic integration setup, as explained here:

Check out some key documentation for Constant Contact for Dynamics 365 integration:


Before setting up the integration, here are some important integration points:

  • Make sure that your Microsoft Dynamics CRM/Dynamics 365 Web Services URL works. See how to check it here.
  • If on a Free Trial, create a test CRM List or Marketing List with test records in it so that not all records from your CRM database will be synced to Constant Contact.
  • Create a test Main List in Constant Contact. (This test Main List will be specified in Step 2 of the Sync Profile where you want your Dynamics 365 records to be synced.)
  • Scheduling of a Sync Profile is available on Free and Paid plans. (Step 6)

Let’s get started!

Setting up your Sync Profile

Setting up your Sync Profile (integration) is easy! Looking for a Quick Setup Guided Tour? See this video: Constant Contact for Dynamics 365 Setup.

You are now setting up the integration, so we are giving you an EXTRA 2 Weeks Free on us! Enjoy 4 Full Weeks of our real-time, Enterprise plan integration.

  • Unlimited Records sync between Constant Contact and 365
  • Unlimited Opt-Out sync from your Constant Contact
  • Unlimited Campaigns/Marketing List sync
  • Unlimited Campaigns from your Constant Contact
  • Sync on Demand included for easy testing of your integration scenarios
  • Scheduling of a Sync Profile is available on Free and Paid plans (Step 6)


Logging in to your SyncApps account will land you the SyncApps Dashboard. Head to Sync Profiles and Once you’ve selected the Sync Profiles tab, tap the “Create Sync Profile” button.

Once you’ve tapped the Sync Profiles tab, tap the “Create Sync Profile” button.

Enter any designated name for your new Sync Profile as your identifier. Then in Sync Type, select Dynamics 365 to Constant Contact.

Step 1: Dynamics 365


Enter your Dynamics 365 credentials and select the Authentication Type and Web Services URL. See the guides below for more information:

Select your preferred Entity Type (Object Type) to sync. If you want to sync different Entity Types, you'll need to create separate Sync Profiles for each, as we only sync 1 Entity Type per Sync Profile.

Marketing List Sync

  • An Email List will be created for each 365 Marketing List. If the Marketing List(s) feature is selected, only the records in your Marketing List(s) will be integrated into your Marketing Automation solution.

An Email List will be created for each Dynamics CRM Marketing List. If the Marketing List(s) feature is selected, only the records in each Marketing List(s) will get synced.

If you need to automatically remove records from your Marketing Automation solution, particularly when they are no longer part of any synced 365 Marketing List, then please also subscribe to our "Full Sync" Add-On Subscription, which is the only way for the integration to remove a CRM member from a synced external list.

Full Sync - How it Works!

Unsubscribe opted-out Contacts or Leads in Dynamics 365 from Constant Contact

  • If this option is not checked, then opted-out Contacts or Leads are ignored (not synced to Constant Contact).

A Contact or Lead is considered to be opted-out in Dynamics 365 if the "Do Not Allow Email" or "Do Not Allow Bulk Email" attribute on Contact or Lead is selected.

Remove inactive Contacts, Leads, or Accounts from Constant Contact

  • If a Contact, Lead, or Account is made inactive in Dynamics 365, SyncApps will remove the email address from Constant Contact.

Want to integrate Marketing Metrics from your Constant Contact Campaigns such as Opens, Clicks, and Bounces back to Dynamics 365? Select this feature

  • A Dynamics 365 campaign will be created for each Constant Contact email campaign.

For more information on marketing metrics and URLs clicked setup, please tap here.

The email template will be attached as an HTML file to the Campaign created in Dynamics CRM. The email template is attached as a Campaign Note.

Sync clicked URLs

  • Clicked URLs will be stored on the Campaign Responses description.

         For more information on marketing metrics and URLs clicked setup, please tap here.

Sync Constant Contact EventSpot Events

  • A Dynamics 365 campaign will be created for each Constant Contact event.

Payment Status, Registration Status, and Guest Count are synced. 

Step 2: Constant Contact


Connect your Constant Contact account in this step by tapping the “Connect” button. You will then be directed to the oAuth page that’ll log in to Constant Contact. Enter your Constant Contact credentials here and you will be returned to Step 2, Constant Contact authenticated. 

After which, enter the name of your Main List.

What is the Main List and why do we need to define it in Step 2?

During the sync process, a new list with the specified name will be created in Constant Contact. You can still use the names of your existing lists in Constant Contact if there are any. Take note that if you're naming the Main List the same name as an existing Constant Contact List, make sure to match the spelling 100%, to avoid creating a new list in Constant Contact. Also, note that this will merge your new Main List with the already-existing one. 

When adding new subscribers to any Constant Contact List, please note that only those in your Main List will be synced, or select from the following options; (sync all active Contacts, not just those in the specified Constant Contact List), to sync the specific Constant Contact subscribers to CRM.

Note: We require you to define the Main List because Constant Contact needs it in creating, updating, and removing records using its API.

Sync from specific Lists

This feature will allow you to sync from any specific List in Constant Contact back to 365, not just your Main List. 

Sync All Constant Contact Campaign Recipient 

Enabling this feature will allow SyncApps to Sync Contacts that are not in the Main List and/or in the selected Specific Lists (if Sync from specific Lists is enabled) by using the List recipient of each Campaign.

Campaign Response Sync Selection

You can select "All Constant Contact Campaigns" or just "Select Specific Campaigns" to sync back to a Dynamics CRM Campaign that is automatically created via the API. 

By default, SyncApps will only retrieve Campaign Responses until 30 days after the Campaign is sent. Need to retrieve Campaign Responses past the 30 day limit for Campaign Responses retrieval? Just get in touch with our 24/7 Support.

For more options, tap the plus (+) icon. If you want to learn more about the features, hover over to the SyncNotes tooltips.


Do not sync unsubscribed emails status to Microsoft Dynamics CRM

  • By default, SyncApps will set opted-out status in Dynamics 365 for unsubscribed emails. Please check this checkbox if you don't want unsubscribed email status to be synced.

Do not sync physical address data to Constant Contact

  • Address data is a required field, so if it's blank, it will throw an error, and the record will not be synced. If you do not need the address data in Constant Contact, you can check this option.

Retrieve state name instead of state code

  • By default, SyncApps retrieves state code. This option can be checked to retrieve the state name instead.

Do not sync new Contacts from Constant Contact to Microsoft Dynamics CRM (One-Way sync)

  • If you want the records to flow from Dynamics 365 only and not add new records from Constant Contact, you may check this option. This is One-Way sync, meaning the integration flow is from Dynamics 365 to Constant Contact only. No records will be imported into Dynamic 365 from Constant Contact when in One-Way sync.

Sync all active Contacts not just those in the specified Constant Contact Main List

  • By default, SyncApps only retrieves Contacts from the specified "Main List". Please check this option if you want to sync all active Contacts in your Constant Contact account.

If this option is checked, SyncApps will retrieve all contacts in Constant Contact and sync to Dynamics 365, creating new Dynamics 365 records if the email address doesn't already exist in Dynamics 365.

Step 3: Add-Ons


Sync Add-Ons are optional. Available Add-Ons in Step 3 of the Sync Profile may depend on which Plan and integration you select.

Want to know which Sync Add-On fits your requirement? Ask our experts about it today!

Step 4: Field Mapping


Field Mapping is optional.

Basic fields such as Email address, Name, Title, Address, Company Name, and Phone are already pre-mapped even if you haven’t enabled this Step. Otherwise, if you have more additional fields to map, you’ll have to set them here.

Managing your Constant Contact fields is easy! Please see the link below for more information on how to do it:

Managing Constant Contact Custom Fields

Generic Field Mapping Guide

Step 5: Filtering and Segmentation


This Step is one of our most powerful features ever used by most of our subscribers.

For example, you have thousands of records in your CRM and you only want to pull out the records with specific criteria. Only these records will be synced to your Constant Contact Main List. 

See here for more information on how it works.

Filtering and Segmentation Guide

Step 6: Sync Scheduling


Finally, the very last Step. Just select the time when you would like to sync your data automatically.

Sync Scheduling Guide

Tap the "Finish" button and then "Sync Now" to complete the integration.

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.

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