[Use case 1]
"When a contact in salesforce has a status change to sold / client and the email opt out is false then I want to create a contact in constant contact in a group named after the Account Name and I want name, email, address, and a couple custom fields from salesforce added to Constant Contact's contact."
[Use case 2]
"Nice to have is when cc contact chooses to not get email updates salesforce email opt out to true."
[Use case 3]
"Nice to have, if customer status changes to canceled or email opt out checked then contact updated in Constant Contact."
Constant Contact is an Email Marketing Application for small businesses.
More information about Constant Contact can be found here: http://www.constantcontact.com/
Based on the use case above, I think you will need the following Trigger and Actions:
I think there would be an action for Constant Contact to Create a Contact too
Hi Troy, that make sense.
Here are the updated list of triggers and actions:
We use Contact Contact too so would like to see this app available for recipes too!
Hi Donny, we are currently are there specific triggers and actions you are looking for?
OTHER USE CASES
Our organization uses Contact Lists (Constant Contact) to indicate who has requested to receive what communication from us (i.e., monthly newsletter, special events communications, volunteer communications, etc.). We would like to have this information accessible on the Contact object on Salesforce. (i.e, who is subscribed to receive what email, and which emails have been sent out to specific contacts)
Use Case 1:
Not sure if this would be possible but it would be nice to have something like
Trigger: Updated Contact (on Salesforce)
Action: Remove/Add Contact from List/Update List (on Constant Contact)
Use Case 2:
Trigger: Email sent (on Constant Contact)
Action: Email is logged under Activity History (on Salesforce)
A big setback in staying with Constant Contact while on Salesforce has been the lack of available integrations. Those that exist are extremely limited in long-term efficiency so we are very excited that Workato is planning on adding Constant Contact to their repertoire.
Thanks Jaimie for sharing this with us. I will escalate this to the team and let you know if there are any updates. Cheers!
Send us a ticket, we will try our best to assist you with your problem