Integrate Constant Contact with QuickBooks Online to automate your work
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Frequently Asked Questions about Constant Contact + QuickBooks Online 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 QuickBooks Online
What is required to integrate Constant Contact with QuickBooks Online?
To integrate Constant Contact with QuickBooks Online, you'll need an active account on both platforms. Additionally, our integration service requires specific permissions to access your data and perform actions, such as fetching new contacts and pushing them into QuickBooks as customers or syncing emailing information for invoicing purposes.
How can I automate adding new contacts from Constant Contact to QuickBooks Online?
With our integration, you can set up a trigger in Constant Contact when a new contact is added. This will automatically create a corresponding customer entry in QuickBooks Online. You'll need to map the contact fields appropriately so that all necessary information is captured.
Can I sync email campaign data from Constant Contact to QuickBooks Online?
Yes, our integration allows you to trigger actions in QuickBooks based on campaign activities in Constant Contact. For instance, you can update sales records or generate reports whenever a campaign email is sent or opened.
What kind of data synchronization occurs between these platforms?
The integration supports bi-directional data flow for certain elements like contact information and email activity. However, financial transactions are only updated in one direction—from QuickBooks to Constant Contact—for reporting purposes.
Is it possible to track bounced emails within QuickBooks Online through this integration?
Yes, we provide triggers that notify QuickBooks when certain email activities occur, including bounces. This helps maintain accurate customer records by updating their status based on communication outcomes.
How often does the synchronization between Constant Contact and QuickBooks occur?
Our integration processes handle updates almost instantly as each trigger event happens. You can rely on real-time synchronization for seamless data flow between the two platforms.
Are there any limitations on the types of triggers available for this integration?
While we offer a comprehensive range of triggers including new contact additions and campaign interactions, some complex scenarios might not be covered directly due to platform restrictions or custom functionalities needed.
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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 It - New List
Triggers when a new list is added.
Try It - Contact IDRequired
- ListRequired
- Contact IDRequired
- ListRequired
- CampaignRequired
- Campaign ActivityRequired
Try It- New Unsubscriber
Triggers when a contact Unsubscribes (Email Unsubscribed).
Try It - 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
- Contact IDRequired
- Tags