FAQs in this section
What is Constant Contact?
What is the Constant Contact integration with Vtiger CRM?
In how many directions can you sync Vtiger CRM records with Constant Contact?
What are the benefits of integrating Constant Contact?
What are the prerequisites for integrating Constant Contact with Vtiger CRM?
How do I install the Constant Contact extension in Vtiger CRM?
How do I obtain the API Key, Auth URL, and Token URL from the Constant Contact portal?
How to configure Constant Contact Sync Settings in Vtiger CRM?
How do I sync data between Constant Contact and Vtiger CRM
What is the Constant Contact sync pattern?
What is the Constant Contact Sync Log screen?
What is Constant Contact field mapping?
How do I integrate Constant Contact with Vtiger CRM?
Table of Contents
Integrating Constant Contact with the CRM
This phase is configured in Vtiger CRM’s Contacts module.
Integrating Constant Contact with CRM requires you to:
Follow these steps to integrate Constant Contact with the Contacts module:
Step2: Authorize Constant Contact
Follow these steps to authorize Constant Contact:
This phase is configured in Vtiger CRM’s Contacts module.
Integrating Constant Contact with CRM requires you to:
- Step 1: Integrate Constant Contact with Vtiger CRM
- Step 2: Authorize Constant Contact
Follow these steps to integrate Constant Contact with the Contacts module:
- Login to your CRM account.
- Click the User Menu.
- Look for Lead & Contact Management.
- Click Contacts.
- Click the Sync button. This will take you to the Sync window.
- Under User level Connectors, look for Constant Contact.
- Note: If Constant Contact is not available under User level Connectors, click View available connectors in the Sync window.
- Click the Sign In button beside Constant Contact. You will be directed to the OAuth Settings window.
- Note: You will have to enter the copied API Key, Client Secret, etc.
- Enter the following information:
- Paste the copied API Key in the Client ID field.
- Paste the copied Client Secret In the Client Secret field.
- Paste the copied Auth URL in the Auth URL field.
- Paste the copied Token URL in the Token URL field.
- In the Scopes field, paste the following - Vtiger CRM scope contact_data
- Click Save.
Step2: Authorize Constant Contact
Follow these steps to authorize Constant Contact:
- In the Sync window, click the Sign In button beside Constant Contact. You will be directed to the Constant Contact login screens for authorization.
- Log in to your Constant Contact account. Once you have successfully logged in, you will be directed to the Constant Contact access screen.
- Click Allow Access. You will be directed to the Sync window.
- You will find the Sync Log and Settings buttons for Constant Contact.
- Click Sync Log. You will be directed to the Constant Contact Sync Log screen in the Contacts module.
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