Outfunnel's Copper-Constant Contact sync is a no-code sync that takes 10-minutes to setup and is designed for B2B companies who want to:
Keep sales and marketing contacts in 2-way sync
Record Constant Contact events like opens, clicks, and unsubscribes in Copper so sales team has full context
Connect Copper and Constant Contact, deeply and easily
Get started in 10 minutes. 14-day free trial. No credit card required
How it works
Bi-directional contact sync. Make all contacts or a subset(s) available on either platform along with your custom contact and company fields and keep them in sync going forward. (Constant Contact > CRM coming soon)
Sync email engagement to your CRM. Give your sales team full context on email opens, clicks, unsubscribes and more. (coming soon)
Comprehensive field Mapping. Sync any default or custom field two-way or in a single direction so you always have the right information available in any app. If any data conflicts arise, you can easily select the conflict winner.
Deduplication built-in. Outfunnel creates links based on the email address and we'll automatically cross-reference contacts to prevent duplicate contact entries. If a contact already exist we'll simply link it. If it doesn't we'll create a new contact.
Near instant data sync. Outfunnel syncs most data instantly and some within 2 hours.
Monitor sync status. Clear overview of the sync health which includes actionable error messages so you can fix them as they happen.
Historical sync. Sync all of your customer data, no matter when it was created. Outfunnel sync not only new contacts, but also existing ones.
Transparent pricing. Each contact that's part of the sync only counts once, regardless of how many updates get synced or to how many apps.
Reliable and secure data. Outfunnel uses advanced authentication methods, such as OAuth, and deploys encryption measures to make sure the data is secure in transit.
Set up contact sync
Set up the sync two-way or in a single direction, based on your specific use case.
1. Choose your apps
Outfunnel syncs data two-way or in a single direction. To get started head to Outfunnel > App connector and select your apps.
2. Select the connection type
Click on Connect and choose Contact sync as the connection type
3. Authenticate your apps
Most apps can be authenticated with a secure, one-click, no-code OAuth authentication.
4. Set the sync direction and database
Choose to sync data two-way or in a single direction.
5. Define contact sync rules
If you chose to sync contacts in a single direction you'll only see a single ruleset. If you chose to sync contacts two-way then you'll see two rulesets where the first set syncs contacts from CRM > Marketing tool and the second rulesets syncs contacts the other way around.
Choose whether to sync all Copper contacts or only contacts you’ve defined with a Contact tag, Lead Status, or Contact Type. Learn more about Copper segmenting options.
Constant Contact contacts: Choose all contacts or a specific group of contacts (coming soon)
If this is your first sync we recommend syncing a limited number of (test) contacts to get a feel for the sync.
🏁 Initial sync
Contacts are linked based on the email address. If an existing contact is not found a new contact is created. If multiple contacts are found with the same email address then the link is made with the oldest contact and no duplicates will be created.
Initial sync actions in Constant Contact.
Contact gets created in the database.
Contacts are added to a list.
Contact's subscription status is updated to Subscribed > Implied.
Unsubscribed contacts cannot be resubscribed
Deleted contacts get recreated/resubscribed
Initial sync actions in Copper.
Contact gets created in the database
🔄 Continuous sync
Contact changes. As long as the contact matches the rule any changes to it's profile in the source app will be synced to the destination app.
When contact stops matching rules, all updates will stop but they will not be deleted from the destination app. In Constant Contact, the contact will stay subscribed and on the selected list.
💡 Other things to keep in mind
Contacts do not get removed/unsubscribed from Constant Contact if you remove the contact sync rule or change the target segment.
Multiple email addresses on a contact. Outfunnel creates a link with the first email address on a contact profile. Other addresses on the profile will be ignored.
Merging contacts. Outfunnel supports merging contacts with the same email. After you've merged a contact you may see the contact getting unsubscribed from Constant Contact if the contact you merged to was not in sync but they will get resubscribed in the next sync given that the email address is the same.
6. Set up field mapping
First, choose the default fields and/or custom fields you’d like the sync and in which direction. Then, choose the app that will be used in case of any conflicts.
Data conflicts
Data conflicts usually happen during the initial sync when a mapped field value is different on both apps. For example, when the name is different for the same contact then Outfunnel will use the selected app as the conflict winner. Most companies use their CRM as a system of record. Reach out to support if you are having doubts or want to talk through your use case.
💡 Things to keep in mind
Email is a default field that is matched automatically and cannot be changed. This is what Outfunnel uses as the unique identifier to create a link between contacts on two apps.
Read-only fields. Some fields are read-only (ie calculated fields) and cannot be edited which means they can only be synced in one direction.
Adding new fields. Create a new field in the respective app. Then head back to Outfunnel and click "refresh fields" to see the new field.
Single/Multiple option fields. If you are mapping single and multiple option fields please pre-create the values in the source and destination app.
7. Activate the connection
🏁 Initial sync
After activating the connection Outfunnel will run an initial sync to merge your databases and you should see contacts appearing in the sync status page. The initial sync usually takes a few minutes but can take up to a few hours depending on the number of contacts to sync.
The status page also shows errored contacts and provides actionable feedback on how to fix this.
🔄 Continuous sync
After the initial sync completes Outfunnel starts running a continuous sync that checks for updates with the following logic:
Most field changes for in-sync contacts are reflected from Copper > Constant Contact immediately. Constant Contact > Copper changes are synced every 2 hours (coming soon)
New contacts/removed contacts are checked every 2 hours.
You can trigger an instant sync anytime by clicking on Sync now.
Set up engagement sync
Coming soon
Do you grow your lists with the help of web forms? See the following integrations to automate lead capture sync to Copper:
Don't see your preferred web forms listed above? Browse the upcoming connections and sign up for early access.