AdvisorEngine CRM + Constant Contact

Create prospects in AdvisorEngine CRM for new contacts in Constant Contact

This integration automatically create new prospects in AdvisorEngine CRM whenever a new contact is added in Constant Contact. Keep your CRM up to date with your marketing list and eliminate manual data entry.

When this happens...
New Contact
Triggers when a new contact is added to your account.
TriggerPolling
automatically do this!
Create Prospect
Creates a new prospect.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is added to your account.
Trigger
Polling
Try It
New List
Triggers when a new list is added.
Trigger
Polling
Try It
- Contact IDRequired
- ListRequired
Action
Write
- Contact IDRequired
- ListRequired
Action
Write
- Contact IDRequired
- Update SourceRequired
- EmailRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- SMS Terms & Conditions
- SMS Phone Number
- SMS Consent Type
- Anniversary
- Birthday Month
- Birthday Day
- Address Requirements
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Write

- EmailRequired
- Status
- Deleted Contact Warning
Action
Search
Household Created
Triggers when a new household is created.
Trigger
Polling
Try It

- Source NameRequired
- External IdRequired
- First NameRequired
- Last NameRequired
- Gender
- Date of Birth
- Company
- Job Title
- Important Info
- Address Type
- Address Label
- Address Dear
- Address Mailing Name
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Type
- Phone Label
- Phone Number
- Email Type
- Email Label
- Email Address
- Additional Email
- Social Media Type
- Social Media Link
Action
Write

- CampaignRequired
- Campaign ActivityRequired
Trigger
Polling
Try It
New Unsubscriber
Triggers when a contact Unsubscribes (Email Unsubscribed).
Trigger
Polling
Try It
- Create SourceRequired
- EmailRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- SMS Terms & Conditions
- SMS Phone Number
- SMS Consent Type
- Anniversary
- Birthday Month
- Birthday Day
- Address Requirements
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Write
- Contact IDRequired
- TagsRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- EmailRequired
- Status
- Deleted Contact Warning
- Create SourceRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- SMS Terms & Conditions
- SMS Phone Number
- SMS Consent Type
- Anniversary
- Birthday Month
- Birthday Day
- Address Requirements
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Search or write
Prospect Created
Triggers when a new prospect is created.
Trigger
Polling
Try It
- Source NameRequired
- External IdRequired
- First NameRequired
- Last NameRequired
- Email Primary Address
- Email Personal Address
- Email Work Address
- Primary phone
- Work phone
- Home phone
- Cellular phone
- Mailing Address State
- Mailing Address City
- Mailing Address Street Line 1
- Mailing Address Street Line 2
- Mailing Address Street Line 3
- Mailing Address Zip
- Country of Citizenship
- State of Residence
- Date of Birth
- Age
- Retirement Date
- Gender
- Marital Status
- Employer Name
- Job Title
- Hobbies
- Note
Action
Write

About AdvisorEngine CRM

AdvisorEngine CRM is a platform for financial advisors- automating workflows,dashboards and practice tools so you can focus more on clients and less on admin.