Salesforce integration from Cazoomi
Engage your prospects, clients and partners in real-time with marketing automation connected to CRM.
Sync Constant Contact with Salesforce CRM to Get the Most Out of your Marketing and Sales Data
Connect Constant Contact and your Salesforce.com in minutes not months.
Setup Help - https://www.cazoomi.com/services/
Campaigns, Contacts, Leads, Lists, Field Mapping, Tags (supported late 2017), Filters and more..
Sync Accounts (Person Accounts incl.), Contacts and Leads to Constant Contact lists
Opt-outs automatically synced from Constant Contact to CRM.
Ok to use with any custom domain name for your Salesforce instance.
Sync over specific Salesforce Campaigns to Constant Contact and sync back all or only specific Email Campaign responses from Constant Contact to Salesforce. (Only Available on Paid Plans or Add-Ons)
Retrieve Email Campaigns in Constant Contact and create an activity for each Campaign Response. (Only Available on Paid Plans or Add-Ons)
Email Campaigns to Salesforce notes and adds attachment Email sent to Leads and Contacts. (Only available on Paid Plans or Add-Ons)
Sync clicked URLs from Email Campaigns back to Salesforce. (Only Available on Paid Plans or Add-Ons)
Sync list change membership between Constant Contact lists and Salesforce Campaigns. (Cazoomi Marketing List required to be installed in Salesforce Org) (Only Available on Paid Plans or Add-Ons)
EventSpot integrated to Salesforce Campaign Records. (Only Available on Paid Plans)
Custom field mapping between both systems. (Only Available on Paid Plans or Add-Ons)
Sync Bounce Reason and Last Bounce Date from Constant Contact. (Only Available on Paid Plans)
- Save time managing your contact data by integrating Constant Contact with your Salesforce.com CRM. No more double entry needed!
- Sync all your Contacts, Leads or Accounts (person accounts too) with unlimited records sync!
- Create targeted, timely marketing campaigns by segmenting your contacts based on Salesforce.com CRM custom field mapping such as type of client, product interest, or stage of sales cycle.
- Leverage Salesforce.com’s reporting and forecasting capabilities to drive business intelligence from your email marketing metrics.
- Cloud based so your team has access from anywhere.
Technical & Support
The integration works with all Lightning versions of Salesforce.com Developer, Professional (with API enablement), Enterprise, and Unlimited editions.
Cazoomi’s “Free for Life" SyncApps Plan is exclusively available to Constant Contact customers. Please select "Go Free Now" on your SyncApps dashboard once you have setup a Sync Profile.
If you need additional features, we recommend the paid plan for Salesforce SyncApps, which starts at $49.99/month/company.
Customers wanting to sync unlimited custom fields, both leads and contacts or person accounts, email marketing metrics, campaign results and more can upgrade to the paid plan.