Connect Constant Contact and Microsoft Dynamics 365 CRM to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Constant Contact to Microsoft Dynamics 365 CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Constant Contact with Microsoft Dynamics 365 CRM - 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 "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Constant Contact and Microsoft Dynamics 365 CRM, automating your workflow.
Supported 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
- List
- 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
- TagsRequired
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Constant Contact and Microsoft Dynamics 365 CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Constant Contact on the Zapier blog
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Frequently Asked Questions about Constant Contact + Microsoft Dynamics 365 CRM 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 Microsoft Dynamics 365 CRM
How do I initiate the integration between Constant Contact and Microsoft Dynamics 365 CRM?
To initiate the integration, you first need to set up a connection between your Constant Contact account and Dynamics 365 CRM. Once connected, you can configure triggers like 'Contact Added' in Constant Contact, which can lead to actions such as 'Create or Update Contact' within Dynamics 365.
What triggers are available for Constant Contact?
In Constant Contact, you can utilize various triggers such as 'New Contact', 'Updated Contact', or 'Email Campaign Sent'. These triggers help keep your Microsoft Dynamics 365 CRM updated with the latest information without manual data entry.
What actions can be performed in Microsoft Dynamics 365 CRM with this integration?
With our integration, you can perform actions like creating a new contact, updating an existing contact with new information from Constant Contact, or even generating sales opportunities based on contact activity from email campaigns.
Can the integration handle bulk updates from email campaigns in Constant Contact?
Yes, our setup can manage bulk updates. For example, using a trigger like 'Email Campaign Sent' in Constant Contact can update statuses or open rates on all related records in Microsoft Dynamics 365 CRM dynamically.
How often does data sync happen between the two platforms?
The synchronization frequency depends on the specific setting chosen during setup. You may choose real-time syncing using instant triggers for immediate updates or schedule regular intervals that sync data based on your needs.
Is it possible to capture unsubscribe events from Constant Contact within Microsoft Dynamics 365 CRM?
Yes, capturing unsubscribe events is possible. By setting up a trigger for 'Unsubscribe' in Constant Contact, changes can reflect immediately as an update inside your CRM system for corresponding contacts.
What happens if there's an error during syncing between systems?
If an error occurs during synchronization, we ensure there are logs available to identify and address issues quickly. Additionally, both platforms usually provide notifications alerting users about any failed operations that need attention.
