How to Integrate Constant Contact With CRMs

Constant Contact is powerful email marketing software small businesses use for new and existing customer outreach and communication. Integrating Constant Contact with customer relationship management (CRM) software works by ensuring the most up-to-date contact information is synchronized between platforms. It also ensures your email campaigns use the most current email address on file, reducing bounce rates and saving you money.

It would be impossible for modern CRM software to offer native integration with every type of sales and marketing technology on the market, so customers typically rely on third-party integration tools to link CRMs with the business applications they already use. We’ll take a closer look at some of those tools and the CRMs they support, as well as the best CRM with native Constant Contact integration in case you’re in the market for a new system.

Cost of Integrating Constant Contact With a CRM

Unless Constant Contact integration is a built-in feature of your CRM, which is rare, you may incur a monthly fee from the company that makes the third-party connection tool you need. Pricing varies, depending on how many records you sync, how many business apps you’re connecting to your CRM besides Constant Contact, and whether you need specific workflow automations.

Popular companies that make third-party integration tools include:

• Zapier: Free, and paid plans from $20 per month
• PieSync: From $9 per month
• Automate.io: Free, and paid plans from $49 per month
• Integromat: Free, and paid plans from $9 per month
• LeadsBridge: From $29 per month

Where to Find Constant Contact Integration Tools for Your CRM

The first place to look for the third-party CRM integration tool you need to connect your two systems is in the CRM itself. Do this by heading to your CRM vendor’s website to locate its app marketplace. There you’ll find a list of the integrations your CRM supports and, hopefully, Constant Contact is an option. If so, follow the instructions on its support page to download and install the connector.

HubSpot CRM’s marketplace
(Source: HubSpot)

If you don’t see Constant Contact listed as a supported integration on your CRM vendor’s website, don’t give up. Go to Constant Contact’s marketplace page and use the search box to see if a third-party integration tool already exists for your specific CRM.

Constant Contact’s marketplace
(Source: Constant Contact)

You may find several connector options made by different companies, including the ones mentioned above. You only need to install one connector, however, so read over the details of each choice to learn what it does, how to install it, and whether there are any associated costs to use it before making a download decision.

Once the software integration has been established, there’s very little maintenance and upkeep required as it works quietly behind the scenes. Just be sure to check periodically that the connection is still intact and is working as expected.

How to Connect Constant Contact to Your Existing CRM

If you already have a CRM system, setting it up to work with Constant Contact is a straightforward task that typically doesn’t require any technical skills. In case you run into any issues along the way, Constant Contact’s support team is available by phone Monday through Saturday, or you can consult their online knowledge base for assistance.

The exact steps for installing a third-party connector are unique to the tool you select. However, the basic process is the same across the board. Typically, the integration setup is completed in a few clicks after you provide some basic account information so the connector can access your CRM and Constant Contact account.

Connecting Bitrix24 CRM with Constant Contact via PieSync
(Source: PieSync)

Best CRM With Built-in Constant Contact Integration: Nutshell

If you don’t currently use a customer relationship management system, our top choice for a CRM with native Constant Contact Integration is Nutshell. It’s easy to set up and use, and includes a robust set of features including pipeline management, workflow automations, and performance tracking.

Nutshell Pricing

• Starter: $19 per user, per month
• Pro: $35 per user, per month
• Free trial: 14 days

Nutshell Features

• One-click integration with Constant Contact
• Sales pipeline management
• Workflow automation
• Customizable reports
• Free mobile apps

Why You Should Integrate Constant Contact With Your CRM

Regardless of which type of CRM you currently use, integration with Constant Contact will boost your email marketing efforts significantly. Whether you email newsletters on a regular basis, use automated email drip campaigns, or welcome new clients with a personalized message, syncing your Constant Contact database with the CRM you use to collect customer data means email addresses, names, and other important information are always up to date.

Additional benefits of integrating these two business apps include:

• Automated workflows: Set email sends to trigger automatically when a particular activity or action occurs. For example, send a personalized email to new customers each time an agent marks a deal in the sales pipeline as won.
• Improved customer data collection: Each application collects and curates specific types of customer data. CRMs store data on customer interactions across all touchpoints, including sales calls, support desks, online webforms, and more. Constant Contact uses that data to help sales professionals send targeted emails to the right customers at the right time.
• Strong return on investment: According to the Direct Marketing Association, sales professionals see an average return of $42 for every dollar spent on marketing emails. Tools to track unopened or bounced email also help organizations save money rather than spend it on outdated email list data.
• Improved customer relationships: Establishing a reliable email marketing process solidifies relationships with customers. By sending only relevant and timely emails, companies demonstrate they respect the customer’s inbox, time, and attention.