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Dynamics 365 to Constant Contact Setup with Features Explained

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

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:

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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 Master List in Constant Contact. (This test Master 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 the software you connect
  • Unlimited Opt-Out sync from your Marketing Automation solution
  • Unlimited Campaigns/Marketing List/Tags/List Views/Saved Searches sync
  • Unlimited Campaigns from your Marketing Automation solution of choice
  • 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)

Pre-Steps

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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.

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Marketing List Sync

  • An Email List will be created for each CRM 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 CRM 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 "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.

Sync Campaign Responses

  • A Dynamics 365 campaign will be created for each 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

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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 your software. Enter your Constant Contact credentials here and you will be returned to Step 2, Constant Contact authenticated. 

After which, enter the name of your Master List.

What is a Master 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 Master 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 Master List with the already-existing one. 

When adding new subscribers to any Constant Contact List, please note that only those in your Master 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 a Master List because Constant Contact needs it in creating, updating, and removing records using its API.

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

MORE OPTIONS

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 Master List

  • By default, SyncApps only retrieves Contacts from the specified "Master 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

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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

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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

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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 Master List. 

See here for more information on how it works.

Filtering and Segmentation Guide

Step 6: Sync Scheduling

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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.

More questions or hit any snags? You can always reach out to our 24/7 Support team.

Need some help?

Check out your options below to 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

Why We Don't Have Instant Phone Support

SyncApps limits support to online means due to a few reasons. One of the main reasons is that integration issues can range from super easy to off-the-charts hard to solve.  Deciding which type via phone or chat is tricky, as we'll need detailed information up front in case we have to involve multiple teams in getting you the answers you need.

This process is not ideal for phone support.

  • Online support and scheduled phone calls help keep SyncApps priced for small businesses, nonprofits, to even large enterprises, and keeps our Engineers busy building and maintaining the best iPaaS features for subscribers just like you.
  • Online support also helps our multiple teams, from Engineering to Tier I, II & III Support, get the details needed to solve a given integration issue. Depending on the severity of the problem, our team will get you to the right resources like Help Desk articles and How-To videos, or schedule a call to get your integration questions or problems addressed so that your organization doesn't miss a beat integrating your data.
  • Instant Chat Support is evaluated on a case-by-case basis and can be turned on by our support teams when needed for anyone needing instant answers while running an integration.

FAQs

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

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