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How to sync records from Constant Contact to CRM?

Hello there!

Need to sync your pre-existing records from Constant Contact back to CRM?

In SyncApps, by default, CRM always wins in the integration so which means that the main Contact/Leads/Account source is the CRM database. Only the new records that will land from the Constant Contact specified Main List will be synced to CRM once the integration has been set up. 

But if you need to sync the records from Constant Contact to CRM then there are two options which can be found in Step 2 of the Sync Profile:

  • Sync all active Contacts not just those in the specified Constant Contact Master List
  • Sync from specific Lists

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" named. Please check this option if you want to sync all active Contacts.

If this option is checked SyncApps will retrieve all contacts in Constant Contact and sync to CRM, creating new CRM records if email address does not exist in Salesforce.

Sync from specific Lists

If you have records inside the specific email lists in Constant Contact and wanting them to be created in CRM then enable this option then select the specific Constant Contact List with the records to be synced to CRM.

This feature is available on Paid Plans and as an Add-On. Please note that if on the Free Plan, you'll need to purchase the List sync Add-On.

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