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Constant Contact and Salesforce integration + automation

Constant Contact and Salesforce integrations couldn’t be easier with the Tray platform’s robust Constant Contact and Salesforce connectors, which can connect to any service without the need for separate integration tools.

Integration

Integrate Salesforce + Constant Contact, fast

Build hyper-personalized email marketing campaigns that unearth more leads and boost product sales with Salesforce + Constant Contact integrations. You can use our low-code interface to rapidly stand up custom Salesforce and Constant Contact integrations that connect any data source.

Need Salesforce + Constant Contact connectors to streamline lead management and win more high-value deals? Our drag-and-drop, visual builder makes it easy to bi-directionally sync with email, webhooks, FTP, flat files (such as CSVs), and all your cloud-based tools. You can connect your entire tech stack—and even use data within custom fields—without relying on IT support.

Sync records across your sales and marketing tools to boost data accuracy and fuel higher-converting campaigns with powerful, multi-step Salesforce + Constant Contact automation. You can design customized, automated workflows that generate Salesforce leads based on new contact information, rapidly equip marketing teams with valuable customer insights, and streamline campaign performance analysis.

Automation

Easily automate Salesforce + Constant Contact

Swiftly launch personalized email marketing campaigns that convert more customers and drive higher win rates with powerful Salesforce and Constant Contact automation. Anyone in demand generation, inside sales, sales operations, or any other team across your company can build flexible, automated workflows that solve any crucial pain point.

Our library of pre-built connectors, data helpers, and custom logic operators makes it easy to connect with Salesforce and Constant Contact at the API level and kick off limitless operations from any custom trigger. You can seamlessly manage leads across their lifecycle and ensure you route the hottest ones to sales every time. You can ensure data hygiene at scale by executing regular bulk record updates across Salesforce and Constant Contact. You can easily develop specialized content based on lead and customer profile data in Salesforce.

Automate any process by connecting Salesforce and Constant Contact with all your favorite tools, including your email, customer data platform, social media tools, analytics tools, e-commerce platform, data warehouse, internal chat tools, event management tools, and CMS.

Use cases

Sync sales ops + marketing at scale

Need to close the loop between marketing campaigns and sales follow-up to ensure you route the hottest leads to your sales team every time? Need to auto-update lead records based on social media and campaign engagement? You can use our platform to reliably execute heavy-duty jobs that process billions of events every day.

We built our platform on elastic, serverless architecture so any process you build automatically scales with your evolving data needs. You can automate and integrate without limits by connecting Salesforce and Constant Contact with popular tools, including Outlook, HubSpot, Mailchimp, Gmail, Zendesk, Facebook, WordPress, Google Analytics, Shopify, and Eventbrite.

Data security is one of our top priorities, which is why our platform is SOC 2 Type 2-certified, and compliant with all major data privacy regulations, including GDPR, CCPA, and HIPAA.

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Constant Contact and Salesforce Connector Details

Constant Contact

Learn more

UsesMarketing

CategoryContact Management

Connector TypeTray Connector

Operations

Create custom fieldCreate listCreate or update contactGet email campaignGet listList listsList contactsList custom fieldsList email campaignsRaw HTTP request (advanced)

View documentation

Salesforce

Learn more

UsesSales, Marketing, All

CategoryCustomer Relationship Management (CRM), AI/ML

Triggers

On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update

Connector TypeTray Connector

Operations

Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...

View documentation

The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.
David Dorman, Director of Growth and Demand Generation