Integrating with Constant Contact | Online Help - Bigin by Zoho CRM

Integrating with Constant Contact

Constant Contact helps small businesses engage with customers and extend their outreach with their email marketing tools. With this integration, you can sync the contacts between your pipeline tool (Bigin) and your marketing tool (Constant Contact) 

Let's assume your marketing campaign has generated a bunch of prospects who are likely to buy your product. Now, to convert these prospects into customers you want to add them to your sales pipeline. This integration imports the prospects in your Constant Contact account into your Bigin account. Similarly, if you want to send out an email campaign to a list of prospects in Bigin, this integration works both ways and syncs the contacts in your Bigin account to the contact lists of your Constant Contact account seamlessly.
Availability
Paid and Trial edition of Express and Premier.
Permission
Only users with Admin profile can install this topping.

Set up the Constant Contact topping  

To set up the topping,
  1. In your Bigin account, go to Settings > Integrations/Toppings.
  2. Search for Constant Contact > click Install.

  3. Authorize the integration by signing into your Bigin account and Constant Contact account.

  4. Click Sync Contact Lists button.

  5. In the Configure Lists to be Synced section, click Configure to sync data from any list in your Constant Contact account with a list view in Bigin's Contacts module.


Note
  1. You can synchronize up to five contact lists from Constant Contact. 
  2. Bigin syncs with Constant Contact instantly, but the sync from Constant Contact to Bigin happens once every 2 hours. 
  1. In the Configure List page, perform the following actions for both the Constant Contact list and Bigin Contacts View.
    1. Choose the list to be synced from the Constant Contact drop-down list.
    2. Choose a Contacts module list view to be synced from the Bigin Contacts View drop-down list.
    3. Map the Constant Contact fields with those of Bigin's. By default, some fields will be already mapped. Map any remaining custom fields, and ensure to map the mandatory ones.
  2. Click Next.
  3. Select the Initial import preference.
  4. Click Finish.
    This will start importing contacts from the chosen Constant Contact list to Bigin. Any addition or modification of contacts thereafter in the chosen Constant Contact list or the Bigin list view will be synchronized automatically between both the applications. You will be notified once the import is complete, after which you can configure sync for other audience lists.
  5. Enable Sync Opt-outs from Constant Contact to Bigin if you want to enable email opt automatically for a record in Bigin when the same contact unsubscribes from the Constant Contact mailing list.

  6. Synchronize other lists using the process described above.

Uninstall topping  

You can uninstall the Constant Contact topping from the Bigin account if it is no longer needed. If you uninstall this topping, the data sync between Bigin and Constant Contact will no longer work. However, uninstalling this topping will not delete any previously synced data.
To deactivate the Constant Contact topping,
  1. Go to Settings > Integrations/Toppings> Constant Contact.
  2. Click Uninstall.

 
 

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • Related Articles

                                                                                                          • Integrating with Mailchimp

                                                                                                            Integrating your Mailchimp account with Bigin enables you to use the advanced marketing tools in Mailchimp to send campaigns to your contacts in Bigin. This integration lets you synchronize the audience list in Mailchimp with the contacts in your ...
                                                                                                          • Integrating with Zoho Desk

                                                                                                            What is Zoho Desk? Zoho Desk is a help desk management software for your business that helps you provide solutions to problems faced by your customers. You can manage the support tickets across various channels such as email, phone, web forms, or ...
                                                                                                          • Integrating with Zoho CRM

                                                                                                            Bigin is an easy-to-use, pipeline-centric CRM that helps you manage your business pipelines easily, whereas Zoho CRM is a complete customer relationship solution that helps you take care of your sales process end-to-end. You can use Zoho CRM to store ...
                                                                                                          • File Cabinet Topping

                                                                                                            File cabinet topping allows you to exchange files with your contacts easily. For example, Martin at Zylker Insurance has to send an insurance application form to each customer and then collect the filled out application form along with several ...
                                                                                                          • Integrating with Zoom

                                                                                                            Set up integration with Zoom Meeting Integrating Bigin and Zoom Meeting lets you schedule or start an online meeting from Bigin for people to join from anywhere and the meeting recording will be available in the Events detail page. Availability ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources