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How to sync records from Constant Contact to CRM?

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 that can be found in Step 2 of the Set Up:

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

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

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By default SyncApps only retrieves Contacts from the specified "Main 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 the email address does not exist in Salesforce.

Sync from specific Lists

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If you have records inside the specific email lists in Constant Contact and want 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. See it below how it works.

Need some help?

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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.

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