Why go for Sync Apps?
- 150+ Integrations
- Affordable Integration Solutions
- Industry-Specific Integrations
- No-Code Plug-and-Play Platform — Ideal for Small, Medium and Large Enterprises
- Resources Hub
Pre-Requisite:
- Signup Salesforce.
- Sync app Sign up – Integration Tool.
Features and Highlights:
- Helps us to create Campaigns:
- Campaign creation can be done inside Sync Apps apart from what we already have inside Salesforce as a record.
- Bulk email can be sent to a specific group of contacts and can be scheduled.
- For paid versions, this comes with an unlimited option which helps to send emails without bothering about the limits.
- The customization of the layout for campaigns is also possible based on business requirements.
- The sent history can also be tracked and viewed.
- Contacts
- Contacts from Salesforce can be viewed in a separate group and contacts which we created inside Sync Apps can be viewed in a separate group.
- Can be deleted, moved to another group, exported and quick send is also possible.
- Creation of one contact inside constant contact or bulk creation like importing from Gmail, outlook can be achieved by clicking the Add Contact button.
- Reports
- The Reporting feature helps to view the contacts and emails based on the time frames provided. For e.g., we can see contacts of a specific month in the form of reports, and it can be download.
- Sign up forms
- Create sign up forms based on specific patterns.
- The inline page helps us create a form which later can be used on the website by pasting the code snippet after creation of the form.
- Lead Generation Landing page provides link which helps in navigating to sign up forms.
- Publish our own website
- Websites can we created in customized manner and sample layout can be chosen to design the website.
- Create our own store: Creation of online store is provided by Constant Contact to upscale business; hence, this feature helps in creating the product with pricing till the mode of payment in a customized manner along with some important advanced features.
- Domain -Creation of new domain or connecting an existing domain is possible.
- Logo -Creation of logo for the business can be achieved and it is customizable as well.
- Google my business-Helps to make sure the contact number, route, description is available in google search with proper data.
- Google ads-Create google ads to help business grow big through ads.
- G Suite-Provides business email for business purpose.
- Websites can we created in customized manner and sample layout can be chosen to design the website.
- Social account
- Integrate with social accounts to build a stronger customer network.Facebook, Insta, Twitter and LinkedIn are the websites which we can connect.
- Integrations
- Helps to integrate with a wide variety of third-party platforms.
- Library
- Provides storage space for documents, images with a data capacity of 2GB.
Steps to integrate
Step 1: Log into your Sync app account.
Step 2: Go to Sync Profiles
![](https://www.mstsolutions.com/wp-content/uploads/2021/05/image-44.png)
Step 3: Provide a suitable name for sync and select the software combination; here, it is Salesforce and Constant Contact.
![](https://www.mstsolutions.com/wp-content/uploads/2021/05/image-45.png)
Step 4:
- Enter Salesforce account credentials and authorize.
- Specify which object to sync – Contact/ Lead /Account.
- Note: Only one sync can be made at a time; if we need all the objects of Salesforce to be synchronized, then we need to create 3 different sync Profiles.
- choose the suitable one among the following:
- Use a Campaign or Marketing List to sync Campaign and List Members to Constant Contact
- To create a new record if an email address is updated in Salesforce.
- Use Salesforce checkbox field(s) for Constant Contact List segmentation.
- We can track the Marketing Metrics such as Opens, Clicks, Bounces back to Salesforce from your Constant Contact Campaign(s).
- Sync Constant Contact Events
Step 5: Connect Constant Contact and authorize by clicking allow.
Step 6: If we want any add on that is available as well based on the feature
![](https://www.mstsolutions.com/wp-content/uploads/2021/05/image-46.png)
Step 7: Complete the filed mappings for the fields. Click the add mappings button to add more.
![](https://www.mstsolutions.com/wp-content/uploads/2021/05/image-47.png)
Step 8: Filter and segmentation can be used to filter records which we want to be viewed in Constant Contact and it helps to create a specific segment for the filtered records.
![](https://www.mstsolutions.com/wp-content/uploads/2021/05/image-48.png)
Step 9: Schedule the sync on monthly or weekly basis.
![](https://www.mstsolutions.com/wp-content/uploads/2021/05/image-49.png)
We have our integrations done and records can be seen in report sections. After the sync is complete, we can download the reports.
![](https://www.mstsolutions.com/wp-content/uploads/2021/05/image-50.png)
![](https://www.mstsolutions.com/wp-content/uploads/2021/05/image-51.png)
![](https://www.mstsolutions.com/wp-content/uploads/2021/05/image-52.png)