Constant Contact Connector

Constant Contact Connector for Zoho CRM

Constant Contact is an online marketing system that helps you run e-mail and other online marketing campaigns effectively. With the Constant Contact connector for Zoho CRM you can sync data from the Campaigns modules of Zoho CRM with Constant Contact and vice versa by writing custom functions and schedules in Zoho CRM.

Install Constant Contact Connector

You can either go to the Zoho Marketplace  and install the Constant Contact Connector or log in to your Zoho CRM account and install it.

  1. Click Setting > Setup > Marketplace All.
    All the installed extensions are listed. Under All Marketplace you can view all the extensions supported in CRM.
  2. Click All Extensions, browse through for Constant Contact Connector and click it.
    The details about the extension will be available.
  3. Click InstallNow.
  4. In the following screen, agree to the terms of service and click Install Now.
  5. Click Authorize.
    If you skip in this step, you can authorize the extension later from the Constant Contact Extension Details page.
  6. Under CRM Connectors, click Authorize corresponding to Constant Contact.
  7. In the resulting screen, provide your constant contact credentials.
  8. In the OAuth authorization window, click Allow to allow Zoho CRM to access your Constant Contact data.
    The connector is now authorized.

Sync Constant Contact Data with Zoho CRM

After installing and authorizing the Constant Contact connector, you can create a custom schedule to integrate your Constant Contact data with Zoho CRM every day, as needed. To learn more about creating schedules in Zoho CRM, read more .

Below is an example of a custom function used to add all of the newly created Campaigns in your constant contact account as Campaigns in Zoho CRM using the constantcontactextension.constantcontact.campaigns_getall API.,

domainmap = map();
  currentDate = (zoho.currentdate.subDay(1)).toString("yyyy-MM-dd");
    currentTime = zoho.currenttime.toString("HH:mm:ss");
   requiredFormat = currentDate + "T" + currentTime + "-04:30";
   domainmap.put("modified_since", requiredFormat);
    api_key = zoho.crm.getOrgVariable("constantcontactextension.api_key");
   domainmap.put("api_key", api_key);
  responsemap = zoho.crm.invokeConnector(("constantcontactextension.constantcontact.campaigns_getall"), domainmap);
   results = (responsemap.get("response")).toMap();
    info results;
   campaignlist = results.get("results").toJSONList();
   for each index campaignindex in campaignlist
   {
      recordMap = map();
        campaignMap = (campaignlist.get(campaignindex)).toMap();
       recordMap.put("Campaign Name", campaignMap.get("name"));
       info recordMap;
      info zoho.crm.create("Campaigns", recordMap, 2);
   }

You can also add all new Contacts from your Constant Contact account to the Contacts module of Zoho CRM using the following function

mymap = map();
domainmap=map();
currentDate=(zoho.currentdate.subDay(1)).toString("yyyy-MM-dd");
currentTime=zoho.currenttime.toString("HH:mm:ss");
requiredFormat=currentDate + "T" + currentTime + "-04:30";
domainmap.put(("modified_since"),requiredFormat);
   responsemap = zoho.crm.invokeConnector(("constantcontactextension.constantcontact.contact_getallby_modifiedtime"), mymap);
   mylistmap = (responsemap.toString()).toMap();
    jsonlist = map();
    jsonlist = (mylistmap.get("response")).toMap();
    listMap = jsonlist.get("results").toJSONList();
    for each index listindex in listMap
    {
        contactMap = (listMap.get(listindex)).toMap();
        status = contactMap.get("status");
        last_name = contactMap.get("last_name");
        if ((((status  !=  null)  &&  !status.equalsIgnoreCase("null"))  &&  status.equalsIgnoreCase("ACTIVE"))  &&  !"".equalsIgnoreCase(last_name))
        {
            reqcontactmap = map();
            reqcontactmap.put("Last Name", last_name);
            reqcontactmap.put("First Name", contactMap.get("first_name"));
emaillistMap = contactMap.get("email_addresses").toJSONList().get(0);
emaillist= emaillistMap.tomap();
            if (emaillist.size()  >  0)
            {
                email = emaillist.get("email_address");
                reqcontactmap.put("Email", email);
           }
            info zoho.crm.create("Contacts", reqcontactmap, 2);
        }
    }

In this function, the line currentDate=(zoho.currentdate.subDay(1)).toString("yyyy-MM-dd"); is used to fetch all data created one day prior to the date of execution. You can modify this time limit according to your requirements. For instance, if you are running the schedule on a weekly basis, change the subDay() value to 7.

When you are running the custom function for the first time after installation, you might want to fetch all the existing data from Constant Contact. In that case, set this value accordingly and execute the custom function once, then create a daily or weekly schedule. For example, if your Constant Contact account has data from up to 6 months prior, then set this value as 180 and execute the custom function once. Then, create a custom schedule to fetch the data on a daily or weekly basis.

Note:

  • The custom functions provided here are samples only. You will be able to write custom functions based on your requirements.
  • This connector supports only Constant Contact's Campaigns and Contacts modules' API.

Uninstall Constant Contact Connector

You can uninstall the Constant Conact connector whenever you wish to. Remember that deleting this extension will delete all its associated data.

To uninstall Constant Contact Connector

  1. Click Setting > Setup > Marketplace > All.
    All the installed extensions are listed. Under All Marketplace you can view all the extensions supported in CRM.
  2. Browse for Constant Contact Connector and click the corresponding Uninstall link.
  3. Click OK to confirm.
    The extension will be uninstalled.

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