Salesforce and Constant Contact email list sync - how many tasks?

Question

I want to set up a sync between Salesforce and Constant Contact and vice-versa.

Here is the SF to CC sync criteria:

IF contact is in SF AND
Active is checked AND
Email Opt Out is unchecked AND
Mailing list has a particular value THEN
Add contact to a predefined mailing list in Constant Contact

Here is the CC to SF sync criteria:

IF contact is in Constant Contact AND
Status is equal to “Unsubscribed” AND
Contact exists in SF THEN
Check off Email Opt Out field in SF

How would these tasks get calculated if I have 4,000 active contacts? I suppose the first pass is one thing, then it’s just occasional passes as contacts are added or unsubscribe.

Any help is appreciated. Thanks!

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Best answer by Troy Tessalone 27 August 2021, 17:42

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Troy Tessalone · Accepted Answer

Hi @c_schondelHere’s an article to learn about Tasks in Zaps: https://zapier.com/help/manage/history/learn-about-tasks-in-zapierCheck out the available Zap triggers/actions for each app:Constant Contact: https://zapier.com/apps/constant-contact/integrationsSalesforce: https://zapier.com/apps/salesforce/integrationsConstant Contact only has these Zap triggers available.Salesforce has these Zap triggers available.Does Zapier support 2-way syncing?Last updated: November 04, 2019No. Zapier does not support two-way syncing between apps right now.Think of Zaps like one-way workflows.In certain scenarios, you can fake two-way syncing by setting up 2 different Zaps that perform opposite actions.For instance, you could have one Zap that creates a new spreadsheet row for every new contact created and another that creates a new contact for every new spreadsheet row.Note: Be careful not to create a Zap Loop. Learn how to avoid Zap loops.

Troy Tessalone · Answer

@c_schondelFYI: I’d make more sense to do a 1 time manual update of data across the 2 apps, then (if you can) configure Zaps to manage updates across the 2 apps.

Does Zapier support 2-way syncing?

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