Connect your Constant Contact account with Salesforce

Sync contacts and leads on a selected schedule from Salesforce into Constant Contact

Our integration with Salesforce allows you to auto-sync contact and lead data into Constant Contact to save you time and send more targeted emails. There are three methods available for import: by Contacts List, Leads List, or Campaign List.

• Connect your Salesforce account
• Boost your marketing with the Salesforce integration

The sync is one-way, and data -- including unsubscribes and contact activity -- isn't sent back into your Salesforce account. 

Important: The following Salesforce versions are supported for this integration: Professional (with Web Services API access), Enterprise, and Unlimited.

Connect your Salesforce account

1. Click Integrations.
2. Under the "All Integrations" tab, either search for Salesforce or scroll through the list to locate it. Then click on the block.
   
   
    
3. Click Connect.
   
   
    
4. Log into your Salesforce account.
   
   
    
5. Click Create an import.
   
   
    
6. Select the type of import you'd like to conduct:

• Contacts lists import - Import contacts lists from Salesforce.
• Leads lists import - Import leads lists from Salesforce.
• Campaign lists import - Import contacts and leads lists from Salesforce campaigns.
  
  
   

7. Manage which fields you'd like to import. Click the X to remove a field. Click the "Add a new field" dropdown to add a field. Make sure that each Salesforce field corresponds with the appropriate Constant Contact field. When ready, click Save.
   
   
    
8. Select an Import Type:

• Overwrite - Overwrite any existing contacts
• Merge - Merge new contacts with existing contacts

9. Select the Salesforce contact list to import from. To import all contacts, select "All Contacts" from the dropdown menu.
10. Select the Constant Contact list to import contacts into, or create a new list.
11. Select the frequency for which the contact lists should update.
12. Enter a name for the import.
13. Click Import.
    
    
     
14. Checkmark the box to confirm that you have permission to send these contacts email.
15. Review the summary and then click Import.
    
    

You can have multiple scheduled imports. If necessary, to create additional imports and segment your contacts, repeat steps 5-13.

You'll then be brought to your Salesforce integration dashboard, where you can see a list of all your imports, along with the status and details of each. When you create a new import, it will initially be listed in an In Process status.


 

Once the import is complete, the status will update to Success.


 

Boost your marketing with the Salesforce integration

Once you've set up your imports and your Salesforce contacts are successfully syncing into Constant Contact, there are a variety of ways to target those contacts with customized messaging.

Create a customized contact segment

When importing from Salesforce, you have the flexibility to choose which contact, lead, or campaign list you'd like to sync into a Constant Contact list. But maybe you want to segment these contacts even further, to send specific, targeted messaging. You can do so by creating a custom segment of contacts.

Send automated communications

Create personalized automated communications via email and SMS for your customers based on their actions, including welcome emails, thank you series, requests for review, and more.

Any links we provide from non-Constant Contact sites or information about non-Constant Contact products or services are provided as a courtesy and should not be construed as an endorsement by Constant Contact.

Questions?