How to Integrate Constant Contact with Pipedrive

Quick summary

This tutorial shows you how to integrate Constant Contact with Pipedrive using a Zapier automation, connecting your email marketing contacts directly to your CRM pipeline. By setting up this Zap, new or updated Constant Contact contacts can automatically trigger actions in Pipedrive without any manual data entry.

Steps

1. Go to the left-side panel and click Create.
2. Choose Zaps from the list of options.
3. Click the Trigger tab to start the integration process.
4. Search for Constant Contact and select it from the recommended matches.
5. Specify your preferred Trigger Event using the drop-down menu.
6. Click Sign In and log into your active Constant Contact account.
7. Click Continue to proceed further.
8. Click Test Trigger to run your input.
9. Select the record you wish to use, then click Continue With Selected Record.
10. Search for Pipedrive and choose it as the Action app.
11. Click the drop-down menu and select the specific Action Event you prefer to use.
12. Click Sign In and log into your active Pipedrive account.
13. Set your preferred User and click Next.
14. Click Allow and Install to accept the terms and grant the necessary permissions.
15. Fill out the input fields with the required information.
16. Click Continue to publish the integration.
17. Your Constant Contact account is now integrated with Pipedrive and your Zap is live.