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 do I integrate Constant Contact with 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 to configure Constant Contact Sync Settings in Vtiger CRM?
Table of Contents
After you have successfully integrated Constant Contact with CRM, you must configure the Sync settings to connect Constant Contact with the Contacts module.
Note: Only Admin users in the CRM will have access to Constant Contact Sync Settings.
Follow these steps to configure Sync settings:
Note: Only Admin users in the CRM will have access to Constant Contact Sync Settings.
Follow these steps to configure Sync settings:
- Login to your CRM account.
- Click the t ain Menu.
- Go to Essentials.
- Click Lead & Contact Management > Contacts.
- Click the Sync button. This will take you to the Sync window.
- Under User level Connectors, look for Constant Contact.
- Click the Settings button beside Constant Contact. You will be directed to the Constant Contact Sync Settings screen.
Or
- Click the Sync Log button beside Constant Contact. You will be directed to the Constant Contact Sync Log screen.
- Click the Sync Settings button on the top right corner of the screen. You will be directed to the Constant Contact Sync Settings screen.
- Under Pre Sync Settings, select Sync Records From - Select the time span you want to sync records from. You will be directed to System Settings and Contacts Sync Settings.
- Under System Settings, select the following:
- Debug Mode - Lets you enable or disable storing synced data in Debug Log.
- Background Sync Frequency - Select the duration for Background Sync Frequency.
- Under Contacts Sync Settings, select the following:
- Sync Direction - You can choose the way you want to sync contacts between Constant Contact and Vtiger in the following ways:
- Sync from Vtiger to Constant Contact - Sync contacts from Vtiger to Constant Contact.
- Sync from Constant Contact to Vtiger - Sync contacts from Constant Contact to Vtiger.
- Sync both ways - Sync contacts from Vtiger to Constant Contact and Constant Contact to Vtiger.
- Enable Contacts Sync - Enable it if you want to sync contacts from Constant Contact to CRM and vice versa for the Contacts module else, disable it.
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