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Set up your first integration
Quickly connect Constant Contact to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Constant Contact with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Constant Contact.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Constant Contact and Salesforce, automating your workflow.
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Frequently Asked Questions about Constant Contact + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Constant Contact and Salesforce
What is the main purpose of integrating Constant Contact with Salesforce?
Integrating Constant Contact with Salesforce aims to streamline and automate marketing and sales processes by synchronizing contacts and data. This integration allows you to trigger emails in Constant Contact based on actions in Salesforce, like creating or updating records.
How do I ensure my contact lists are synchronized between Constant Contact and Salesforce?
You can set up triggers within Salesforce that automatically update your contact lists in Constant Contact. For instance, when a new lead is added or an existing contact is updated in Salesforce, it can trigger the addition or modification of entries in Constant Contact.
Are there specific actions that occur in Salesforce when using this integration?
Yes, actions such as adding a new contact or updating an existing record in Salesforce can be set to automatically initiate specific responses like emailing those contacts through Constant Contact.
Can I automate email campaigns using the Constant Contact and Salesforce integration?
Certainly. By setting triggers for specific events within Salesforce, such as new opportunities or status changes, you can automate email campaigns directly through Constant Contact without manual intervention.
Is it possible to track the success of my email campaigns from within Salesforce?
Yes, utilizing metrics from Constant Contact that update corresponding fields in Salesforce allows you to track engagement levels on various campaigns directly from your CRM system.
What types of data can be synchronized between these platforms?
You can synchronize various data types including contact information, lead status updates, campaign metrics like open rates and click-through rates, all triggered by actions set within either platform.
How often does synchronization take place once the integration is set up?
The frequency of synchronization depends on how you've configured your triggers. It could be immediate upon action taking place or scheduled at regular intervals for batch processing.
Practical ways you can use Constant Contact and Salesforce
Add new sales contacts to email lists
When a new contact is created in Salesforce, Zapier adds them to a specific list in Constant Contact. This automation ensures that new leads or clients are quickly and consistently added to email campaigns, improving engagement rates.
Business Owner
Track unsubscribes from email campaigns in Salesforce
When someone unsubscribes from a Constant Contact email, Zapier can update a record in Salesforce. This automation ensures the IT team can track customer communication preferences efficiently while keeping CRM records accurate and compliant.
ITSync new email subscribers into Salesforce
When a new contact is added to Constant Contact, Zapier can automatically create or update that contact in Salesforce. This ensures both tools remain aligned, giving marketing and sales unified data for smoother collaboration and targeted campaigns.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when a new contact is added to your account.
Try ItTriggerPolling - New List
Triggers when a new list is added.
Try ItTriggerPolling - Contact IDRequired
- ListRequired
ActionWrite- Contact IDRequired
- ListRequired
ActionWrite
- CampaignRequired
- Campaign ActivityRequired
Try ItTriggerPolling- New Unsubscriber
Triggers when a contact Unsubscribes (Email Unsubscribed).
Try ItTriggerPolling - Create SourceRequired
- EmailRequired
- ListRequired
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- Anniversary
- Birthday Month
- Birthday Day
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
ActionWrite- Contact IDRequired
- Tags
ActionWrite
