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Sync Specific List(s) from Constant Contact to CRM, Accounting, and Financials

Hello there!

Thanks for stopping by! Are wondering how the feature "Sync from Specific List(s)" in Step 2 of your Sync Profile?

Once this feature is enabled then all or specific Constant Contact email list(s) aside from your specified Main List in Step 2 of the Sync Profile will be synced back as a new Contact(s), Lead(s), or Customer(s) back to your CRM, Accounting, or Financials.

Note: For Constant Contact SyncApps integrations only. Available as an Add-On and on Paid Plans.

How it works

 In Step 2 of the Sync Profile, select the option "Sync from specific Lists" then tap " Select specific Lists to sync".

If you haven't selected any list(s) and you have enabled the option then all your records from those Constant Contact Lists will be synced to CRM, Accounting, or Financials as new records under the Contact, Lead, or Customer Tab. If the record(s) already exists in CRM then it will just marry and update rather than creating a new record.

By default, new records will be created as "Contacts". But if you prefer Leads, then select the " New Subscriber Object Type" in Step 1 of the Sync Profile:

new_sub_object_ype.pngsync_specific_list.pngsync_specific_list_2.png

Once done, hit Update, Save then Reset Sync Process and Resync.

Have more questions? Feel free to reach back out to us with our 24/7 Support team.

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