Syncing Constant Contact email data with Salesforce Contacts and Leads

Hi

Yes this is possible. Broadly:

• You’d set up zaps with Constant Contact triggers for various events - there are your options:

  

• Then a Salesforce “Find Record” step - you’d search using email address.
• Then a Salesforce “Update Record” step - referencing the ID of the contact found and then updating the fields as needed.

If you get stuck I’m happy to help here or over DMs.

Hey ​@BradfordMarketing, just checking in! How did you get on with the approach Andrew suggested?  

Keep us posted on how it goes, want to make sure you’re all set! 🙂

Hey ​@BradfordMarketing,

There are of of ways how you can automate Constant Contact and Salesforce using Zapier but your sample workflow will look like this- 

• New Email Open trigger
• Update Contact Salesforce action

You can probably pass the email address of the contact in Update contact action. This is a sample workflow and you may need to extra actions like Filter, Formatter etc as workflows are usually personalized to user’s needs. Hope it helps!

PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn