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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.
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