Constant Contact Salesforce Integration: 7 Easy Steps

This article talks about the benefits of Constant Contact Salesforce integration. Marc Benioff, together with Parker Harris, Dave Moellenhoff, and Frank Dominguez founded Salesforce.com in 1999, and today, Salesforce is one of the most dominant software companies on the planet. Salesforce, a Cloud-Based Customer Relationship Management (CRM), provides a full-fledged Customer Relationship Management solution to businesses without spending much effort on building one. Salesforce’s services allow businesses to use Cloud Technology to better connect with clients, customers, and partners.

While businesses primarily use Salesforce CRM to manage their customer records and engagement, Salesforce now offers many more services such as Sales Cloud, Marketing Cloud, Mobile Connectivity, etc. As companies begin to explore the number of ways in which they use Salesforce, they look for the possibility of customizing and automating a lot of their Marketing Efforts.

Marketing, over the last few years, has evolved from being an art to being more scientific. In today’s world, marketing is done in many ways, and Email Marketing is the Holy Grail of Marketing Communication. Constant Contact, on the scene since 1995, has been one of the biggest Email Marketing software providers in the world. The company offers you Email Marketing, Marketing Automation, a Social Media Planner, and a fast Website Builder among other tools you need to move your business forward.

Using Salesforce to manage your Marketing Activities and Customer Information is helpful, and using Constant Contact as your Email Marketing provider to build long-lasting customer relationships is also a good thing, but businesses want to reap more benefits by using Constant Contact and Salesforce together. In this article, you’ll be shown how to set up a Constant Contact Salesforce integration in order to automate your Marketing Efforts to move your business forward. Before getting into the details, let’s discuss Constant Contact and Salesforce in brief.

Table of Contents

• Introduction to Salesforce
• Introduction to Constant Contact
• Purpose of Constant Contact Salesforce Integration
• Process Compatibility
• Prerequisites
• Constant Contact Salesforce Integration
  • Step 1: Install Constant Contact for Salesforce
  • Step 2: Upload Contacts to Constant Contact
  • Step 3: Associate Campaign History to Contacts
  • Step 4: Set the Email Opt Out Field for Contacts
  • Step 5: Upload Leads to Constant Contact
  • Step 6: Associate Campaign History to Leads
  • Step 7: Set the Email Opt Out Field for Leads
• Conclusion

Introduction to Salesforce

For plenty of Entrepreneurs, Business Owners, and Corporations, Salesforce is the king of CRM. Salesforce is the most popular and robust Cloud-Based CRM software designed to support organizations in managing their Sales and Marketing data.

Salesforce will help you to accomplish several Marketing Goals by storing and keeping track of all your Customer Data, Contact Data, and Marketing Leads. You can also generate Sales Forecast Reports with Salesforce to convert your leads. Salesforce also supports Email integration with applications like Microsoft Outlook, Gmail, etc. They really have just about everything that you could possibly think of when it comes to operations in a business and managing their customers.

Also, Salesforce is Cloud-based, which implies that it can provide high flexibility and scalability to its users. Salesforce is the ultimate solution for your business as it provides all the necessary elements for your business on an automation platform with embedded intelligence.

Salesforce follows a subscription-based model and offers a variety of pricing options, ranging from $25 to about $300 per user on a monthly basis.

You can possibly think of combining your Salesforce data with data coming from various other sources, in your Data Warehouse to get valuable insights for your business. You can use automated tools like Hevo Data to integrate data across Salesforce and other sources, to a Data Warehouse of your choice.

Also, check out our Ultimate Guide on Salesforce.

Introduction to Constant Contact

Constant Contact is an Email Marketing automation tool for small businesses and nonprofits. The company offers Page Promotions, Coupons, Deals, and Event Management. You can even create customized professional Email Newsletters in no time with its easy drag & drop feature.

It includes your standard autoresponders like welcome messages and automatic emails sent to users on special occasions. You also get additional features like the ability to manage your Email lists and track the Email deliverability and open rates. Constant Contacts can generate powerful reports to show you the performance of your Email Marketing Campaigns.

The niche features will come in handy for small businesses, and having all the tools in one place avoids needing to use multiple services. Other benefits of Constant Contact are its easy-to-use interface, fast Email builder, and quick chat support.

Constant Contact is one of the more expensive tools in the market. Its pricing is based on the number of subscribers you have and there are only 2 plans to choose from. It has two subscription plans, Email and Email Plus that cost $45 per month and $70 per month respectively.

Purpose of Constant Contact Salesforce Integration

Your company uses Salesforce to track leads, forecast, and manage accounts with authority. But, to effectively manage your Email Marketing Campaigns, it’s necessary to integrate your Salesforce with a third-party Email service provider. That’s where Constant Contact comes into the picture. Integrating Constant Contact and Salesforce lets you strategize and deliver Email Newsletters, Action Alerts, and Special Offers in all the right ways. Constant Contact Salesforce.com integration helps you create and manage mass Email Campaigns, and then generate responsive and informative feedback related to campaign effectiveness.

You can use the Constant Contact Salesforce integration to:

• Connect all of your Constant Contact data to your Salesforce CRM account and further sync your existing Salesforce leads and contacts to new campaigns.
• Update Salesforce contacts and leads with Constant Contact campaign history/activity on a regular basis.
• Get a clearer picture of your Marketing Engagement operations.
• You can use more targeted content by segmenting your contacts into targeted groups of customers to ensure that you’re sending them information relevant to their interests.
• It automates data sync in real-time and updates immediately when a contact or lead record changes. Once you create a lead in Salesforce, it’ll be reflected as a contact in Constant Contact.
• Upon integration, you can send an Email Marketing Campaign created in Constant Contact to a lead or contact from their Salesforce record.

Process Compatibility

• Constant Contact for Salesforce works seamlessly with Professional and Group editions. You should note that some configuration steps may vary depending on the version of Salesforce (Professional, Group, Enterprise, or Unlimited) that you are using.
• You can only connect a single Constant Contact account to a Salesforce account.
• Upon uninstallation, data will no longer sync between both platforms. However, the previously synced data will not be affected.

Prerequisites

To set up a Constant Contact Salesforce integration, you’re expected to have:

• A Salesforce account with Enterprise, Unlimited, Group, or Professional edition
• A Constant Contact account
• Working Knowledge of Salesforce
• Working Knowledge of Constant Contact

Constant Contact Salesforce Integration

The combination of Constant Contact and Salesforce will help you zero in on your customers’ needs and wants. Integrating the two platforms lets you create personalized Email Marketing Campaigns and manage them efficiently. When you combine data from both Salesforce and Constant Contact, you get a powerhouse of data-driven insights and competitive business intelligence to fuel your highly performant campaign.

The integration is pretty much straightforward. The following steps to set up Constant Contact Salesforce.com integration are listed below.

• Step 1: Install Constant Contact for Salesforce
• Step 2: Upload Contacts to Constant Contact
• Step 3: Associate Campaign History to Contacts
• Step 4: Set the Email Opt Out Field for Contacts
• Step 5: Upload Leads to Constant Contact
• Step 6: Associate Campaign History to Leads
• Step 7: Set the Email Opt Out Field for Leads

Step 1: Install Constant Contact for Salesforce

Here’s the first step of this integration process, follow the below-mentioned steps to install “Constant Contact for Salesforce“.

• Log into your Constant Contact account and click on the “Contacts” tab.
• Select “Import Tools” from the “My Contacts” section.
• Click on “Salesforce” and go to Salesforce’s “AppExchange” listing.
• After landing on the Salesforce AppExchange page, click on the “Get It Now” button.
• Click “Install in Production”.

• You will be prompted to log in to your Salesforce account.
• After logging into your Salesforce account, choose the “Install for All Users” option and proceed with the installation.

Step 2: Upload Contacts to Constant Contact

Once the Constant Contact for Salesforce app is installed, you can add the “Upload to CTCT” button for your contacts. This step is necessary to upload your Salesforce contacts to Constant Contact.

• Click “Setup” located at the top of the page. 
• Within the App Set-up section of the menu, click on “Customize”.
• Select “Contacts” and click on “Search Layouts”. 
• In the layout column, look out for “Contacts List View” and click on “Edit”.
• From the “Available Buttons” column, select “Upload to CTCT”.
• Click on “Add Button” and save the changes.

Step 3: Associate Campaign History to Contacts

This step allows you to associate Campaign History with your contacts. Follow the below-mentioned steps to add campaign history.

• Click “Setup” located at the top of the page. 
• Within the App Set-up section of the menu, click on “Customize”.
• Select “Contacts” and click on “Page Layouts”. 
• In the layout column, look out for “Contact Layout” and click on “Edit”.
• You’ll be able to locate “VisualForce Pages” in the right-hand portion of the page, click on it.
• Drag “Contact Campaign” and drop it into the single column of the page. 
• You can customize and change how the page appears to the user by clicking the “Edit Properties” wrench. Recommended settings are shown below.

• Save your changes.

Step 4: Set the Email Opt Out Field for Contacts

This step allows users to keep track of members who have opted out of the subscription. Place an “Opt Out” field into the Contact Details page to manage and maintain the opt-out list. 

• Click “Setup” located at the top of the page. 
• Within the App Set-up section of the menu, click on “Customize”.
• Select “Contacts” and click on “Page Layouts”.
• In the layout column, look out for “Contact Layout” and click on “Edit”.
• Locate the “Email Opt Out” item within the Contact Layout section, and drag & drop it into the “Contact Information” section. 
• Save your settings.

Step 5: Upload Leads to Constant Contact

This step allows you to upload your leads to Constant Contact directly from Salesforce. As done for contacts, it’s time to add the “Upload to CTCT” button for the leads as well.

• Click “Setup” located at the top of the page. 
• Within the App Set-up section of the menu, click on “Customize”.
• Select “Leads” and click on “Search Layouts”.
• In the layout column, look out for “Leads List View” and click on “Edit”.
• From the “Available Buttons” column, select “Upload to CTCT”.
• Click on “Add Button” and save the changes.

Step 6: Associate Campaign History to Leads

This step allows you to associate Campaign History with your leads. Follow the below-mentioned steps to add campaign history.

• Click “Setup” located at the top of the page. 
• Within the App Set-up section of the menu, click on “Customize”.
• Select “Leads” and click on “Page Layouts”.
• In the layout column, look out for “Leads Layout” and click on “Edit”.
• You’ll be able to locate “VisualForce Pages” in the right-hand portion of the page, click on it.
• Drag “Lead Campaign” and drop it into the single column of the page. 
• You can customize and change how the page appears to the user by clicking the “Edit Properties” wrench. Recommended settings are shown below.

• Save your changes.

Step 7: Set the Email Opt Out Field for Leads

This step allows users to keep track of members who have opted out of the subscription. Place an “Opt Out” field into the Lead Details page to manage and maintain the opt-out list.

• Click “Setup” located at the top of the page. 
• Within the App Set-up section of the menu, click on “Customize”.
• Select “Leads” and click on “Page Layouts”.
• In the layout column, look out for “Lead Layout” and click on “Edit”.
• Locate the “Email Opt Out” item within the Lead Layout section, and drag & drop it into the “Lead Information” section. 
• Save your settings.

This is how you can set up Constant Contact Salesforce integration using AppExchange.

Conclusion

As the companies are getting increasingly reliant on Cloud-Based CRMs like Salesforce, it has become essential to leverage third-party integrations to enhance productivity. Constant Contact Salesforce integration redefines the relationship between businesses and customers by developing a more meaningful connection between them. Having everything under one roof can give you unique insights into the customer’s journey.

In this blog, you have learned about Constant Contact, Salesforce, and how to achieve Constant Contact Salesforce integration. However, Constant Contact Salesforce integration using AppExchange requires more engineering bandwidth and troubleshooting. You can further explore automated solutions like Hevo Data for establishing the integration.

visit our website to explore hevo

If you are an advanced user of Salesforce, you are most probably dealing with a lot of data sources, both internally and from other Software-as-a-Service (SaaS) offerings. Having all this data in one place helps in analysis and accelerates the Decision-Making Process. Accomplishing this requires integration to all such third-party apps and services. Salesforce’s Scheduled Data Load is a recommended approach by Salesforce. But this approach can be ineffective when you’re dealing with a large number of diverse data sources. In such cases, Hevo Data can be a great asset in your ETL tool portfolio.

Hevo Data, with its strong integration with 100+ Sources & BI tools such as Salesforce (Free Data Source), allows you to not only export data from sources & load data in the destinations, but also transform & enrich your data, & make it analysis-ready so that you can focus only on your key business needs and perform insightful analysis using BI tools. You can easily extract data from Salesforce using Hevo to track the performance of your business and optimize it further to increase revenue.

Give Hevo Data a try and sign up for a 14-day free trial today. Hevo offers plans & pricing for different use cases and business needs, check them out!

Do you use Salesforce? Share your experience of working with Constant Contact Salesforce integration in the comments section below.