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I am trying to sync my Constant Contact lists and tags with my Salesforce lists (either under Reports or Campaigns), and I am running into brick walls.

I have the free Cazoomi plan and I realize I can pay $10/month for an add-on to either do Custom Field Mapping or List Sync; however, I am not sure which to use or how to do this successfully? I have spoken with Cazoomi, Constant Contact and even our consultant and no one has been able to help me thus far.

Does anyone have experience with this and know how to troubleshoot, or set up successfully?

 

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#Constant Contact 

5 Antworten
  1. 5. Apr. 2018, 13:55

    I decided to try Custom Field Mapping, and it is working okay so far, but there is this caveat:

    "SyncApps will not update existing data in

    Salesforce.com

    with the above mapping information if email address exists in Salesforce.com."

    So, updating fields within records will only be a one-way sync (Salesforce to Constant Contact), and will not update records the other way (from Constant Contact to Salesforce) if that email already exists in SF.

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