It is very easy to integrate Constant Contact with Pipedrive via Zapier. Here’s a quick guide on how to do it:
- Go to the left-side panel and click 'Create'.
- Choose 'Zaps' from the list of options.
- After that, click the 'Trigger' tab to start the integration process.
- Search for 'Constant Contact' and select it from the recommended matches.
- Next, specify your preferred 'Trigger Event'.
- Tap 'Sign In' afterwards, then log into your active Constant Contact account.
- Subsequently, click 'Continue' to proceed further.
- Tap 'Test Trigger' to run your input.
- Select the record you wish to use, then click 'Continue With Selected Record'.
- Following that, search for 'Pipedrive' and choose it as the Action app.
- Next, click the drop-down menu and select the specific 'Action Event' you prefer to use.
- Click 'Sign In' afterwards, then log into your active Pipedrive account.
- Subsequently, set your preferred User and click 'Next'.
- Click 'Allow and Install' to accept the terms and grant the necessary permissions.
- Fill out the input fields with the required information.
- Once done, click 'Continue' to publish the integration.
- After completing these steps, your Constant Contact account will be integrated with Pipedrive.