Connect your Constant Contact account with Salesforce

[LaurelN]

If a contact is updated in Salesforce, say their email address or last name is changed, will Constant Contact be able to update the contact?

[LaurelN]

The answer to most of your questions largely depends on how you choose to set up the integration.

You choose the sync name itself, which contact types you're pulling from on the Salesforce side, the contact fields you want synced, whether you're "merging" or "overwriting," how often the sync should occur, and which lists you're adding to on the Constant Contact side.

Any contacts added via the integration will be explicitly marked as such in their source (if they weren't already added by another means). As far as filtering out your Salesforce unsubscribes, that will depend on whether you have them under your contacts and/or leads lists on that side. 

I'd definitely recommend going through that article in full to understand how the integration works, and how to set it up so it's syncing as efficiently for your needs and management as possible. Beyond that, if you run into any issues, I'd advise calling our general support and asking to speak with the Tier 2 integrations team for additional assistance and insight.

[William_A]

Hello @LaurelN ,

Since email addresses are what denote unique contacts in our system, the syncing will cause any updated emails to be considered new contacts. Name changes associated with a unique email address will simply result in a name change on our end.

[LaurelN]

I have a few more questions based off your response regarding the Salesforce/Constant Contact integration!

1. If we start this integration is there a way to pull in all of our Salesforce contacts at one time, or will it only be new contacts added once we integrate? Trying to understand if we keep our current lists, then will only new Salesforce contacts be added, or can we start completely fresh and do a mass import of all contacts from Salesforce into a brand new list, and then any new Salesforce contacts thereafter will also be added automatically?

2. Any time one of our contacts is changed in Salesforce - will that trigger Constant Contact to update the current contact that is already in Constant Contact? (Ex. first name, last name)

3. Will we be able to track which contacts are imported from Salesforce?

4. Are there any filters or will all contacts in Salesforce be added to Constant Contact (ex. if the opt out button is selected in Salesforce, can we filter it so that contact is not added to Constant Contact?, or say we have a filter in Salesforce that denotes that contact as a vendor for example, can we make it so those are not imported to constant contact?

Thanks!

[William_A]

The answer to most of your questions largely depends on how you choose to set up the integration.

You choose the sync name itself, which contact types you're pulling from on the Salesforce side, the contact fields you want synced, whether you're "merging" or "overwriting," how often the sync should occur, and which lists you're adding to on the Constant Contact side.

Any contacts added via the integration will be explicitly marked as such in their source (if they weren't already added by another means). As far as filtering out your Salesforce unsubscribes, that will depend on whether you have them under your contacts and/or leads lists on that side. 

I'd definitely recommend going through that article in full to understand how the integration works, and how to set it up so it's syncing as efficiently for your needs and management as possible. Beyond that, if you run into any issues, I'd advise calling our general support and asking to speak with the Tier 2 integrations team for additional assistance and insight.