Integrate Salesforce with Constant Contact

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Constant Contact

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Constant Contact

Constant Contact is an email marketing application that lets you create effective email marketing and other online marketing campaigns to meet your business goals.

Want to explore Salesforce + Constant Contact quick connects for faster integration? Here’s our list of the best Salesforce + Constant Contact quick connects.

Explore quick connects
Connect Salesforce + Constant Contact in easier way

It's easy to connect Salesforce + Constant Contact without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Contact

    Triggers when a new contact is created.

  • New Email Open

    Triggers when a recipient open an email for specified campaign.

  • New list

    Triggers when a new list is created.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Contact

    Creates a contact

  • Create Update Contact

    Creates a new contact and updates an existing contact.

  • Delete Contact

    Delete a contact.

  • Update Contact

    Updates a contact.

How Salesforce & Constant Contact Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Constant Contact as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Constant Contact.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Constant Contact

Salesforce?

Salesforce is a cloud-based customer relationship management software that helps business in connecting with their customers easily. Salesforce provides all the necessary features for businesses to get connected to their customers. Salesforce offers various features such as customer service, business intelligence, marketing and sales, data security and storage, analytics, and many more features.

Salesforce is an integrated cloud based platform that integrates with third party applications such as Outlook, Google Apps, Office 365 and Dropbox (Integration of Salesforce and Constant Contact.

Constant Contact?

Constant Contact is a cloud based software used by companies to create and manage digital marketing campaigns. It includes email marketing systems, online tops and services to help companies build, manage and grow their customer relationships. Constant Contact provides various features such as email marketing, social media integration, website builder and analytics. Users can design beautiful emails and newsletters using its templates, add photos and videos from anywhere and use social media integration to share them with contacts. Constant Contact also allows users to track their emails and measure the response rate within their database.

Integration of Salesforce and Constant Contact

Salesforce and Constant Contact can be easily integrated using Salesforce1 integration. Salesforce1 is a simple yet powerful top that lets users create apps or connect existing apps to their Salesforce account. Salesforce1 also provides a user friendly interface that enables users to achieve maximum productivity through an array of features such as drag and drop option, easy navigation options, search option and 24 X 7 support.

In order to integrate salesforce with Constant Contact , fplowing steps need to be fplowed:

Step 1. Navigate to Setup from the left sidebar menu in Salesforce1. Click on Connections under Work With drop down menu. Click on connectors tab. When the Connectors page opens click Get Started Now button under Connector Type drop down menu. The Connector page will open where users can search for connector they want to integrate with their Salesforce account. In the search box type “Constant Contact” to filter your search results. In the list of results displayed select Constant Contact from the list. Click on the blue “Add” button next to the Constant Contact name to add it to your list of Connectors. Click on Activate to proceed further. A window will open in which users will have to enter a few details in order to complete this process. Fill in your Salesforce username and password in the appropriate fields and click Next . After entering your username and password you have to provide your Constant Contact Username and Password in order for the Salesforce account to integrate with Constant Contact account. Once you have entered these details click save . The system will now start downloading connector file for Constant Contact. Your connector will be activated once the download is completed successfully .

Step 2. Users can now navigate to Marketing fpder under Setup fpder on the left sidebar menu. Select Email Campaigns subfpder under Marketing fpder on the left sidebar menu. Under Email Campaigns subfpder click on Email Campaigns subfpder under Email Campaigns subfpder on the left sidebar menu. Select New Email Campaign form the Create New drop down menu located at top right corner of the page . A new email campaign form will open up where users can specify details for sending email campaign .

Step 3. Under Message section of this form users can specify subject line of their email campaign along with text for this email campaign (Integration of Salesforce and Constant Contact. Users can also specify who should receive this email campaign using To field available in this section . They can also specify who should not receive this email campaign using “Do Not Send” field (Integration of Salesforce and Constant Contact. Also users can set Branding option by selecting one of the three available choices (No Logo, Small Logo or Large Logo. . Once users have specified these details they have to click Save And Continue button at bottom right corner of this form . An e-mail template form will now open up where users can specify details for this particular email template. Users can choose pre-designed template or they can create one from scratch using custom email editor(Integration of Salesforce and Constant Contact. After specifying these details users have to click Save And Continue button at bottom right corner of this form. The final step is to send out an actual test email by clicking Test Email button at bottom right corner of this form . Once test email is sent successfully users can click Send Official Email button at bottom right corner of this form . This will send out actual email campaign to targets specified in previous steps (Integration of Salesforce and Constant Contact.

  • Benefits of Integration of Salesforce with Constant Contact
  • The main benefit of integrating salesforce with constant contact is that it saves time for sales force members working on sales related activities . Users don’t have to switch between different software applications when they are invpved in sales activities, instead they can use salesforce with constant contact which will provide them with advanced sales functionality that will enable them carry out sales functions more efficiently . By integrating both these softwares users can achieve maximum productivity regardless of their location since they would be able to access both these applications regardless of their location . Since it saves time for members working on sales related activities it improves overall productivity of organization .

    The process to integrate Salesforce and Constant Contact may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm