Constant Contact › Integrate with Sales CRM

Small businesses get a big advantage when they use Constant Contact and Pipeliner CRM together to align Sales and MarketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase..

Key Features by Integrator

Pipeliner to Constant Contact Integration by SyncApps

SyncApps is a cloud-based integration application, provided by Cazoomi, to sync two or more software applications.

• Sync Pipeliner contacts and leads to Constant Contact Master list.
• Filter and Sync only those records who meet specific criteria from CRM. (Only Available on Paid Plans or as an Add-on)
• Opt-outs automatically synced from Constant Contact to Pipeliner.
• Unsubscribe from Constant Contact via a checkbox custom field with name “Email Opt Out” or “Opted Out” in Pipeliner. (Only Available on Paid Plans or as an Add-on)
• Sync campaigns and campaign responses from Constant Contact to Pipeliner. (Only Available on Paid Plans or as an Add-on)
• EventSpot campaigns synced to Pipeliner! (Only Available on Paid Plans or as an Add-on)
• Custom field mapping between both systems. (Only Available on Paid Plans or as an Add-on)

Pipeliner to Constant Contact Integration by Zapier

Zapier lets you connect apps together to help automate tedious tasks between two apps with TriggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale., Searches, and Actions. Read more…

Zap Triggers for Pipeliner:

New LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., New Opportunity, New Appointment, New Contact, New Activity, AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., Moved Opportunity, New Feed Message

Zap Searches for Pipeliner:

Find Lead, Find Opportunity, Find Account, and Find Contacts.

Zap Actions for Pipeliner:

Update Opportunity, Create Account, Create Contact, Create Opportunity, Create Feed Message, Create Lead, Update Account, Update Contact, Create Appointment, Update Lead, Create Activity

About Constant Contact

Constant Contact provides a full suite of engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience. marketing tools specifically designed for small-to-medium size businesses (SMBs).

Constant Contact and Pipeliner CRM combine to bring automatic synchronization between your email marketing and your CRM. By using these two apps together, you’ll save time, money, and create more targeted marketing and sales campaigns.