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Three Reasons to Integrate Microsoft Dynamics CRM and Constant Contact

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Constant Contact is one of the most widely adopted providers of email marketing for businesses in the United States. Although many organizations have implemented Constant Contact as their email marketing platform, they often struggle with list management. Properly managing your email lists is essential to creating a successful email campaign and reaching the correct people. In this article, we review three reasons why you should integrate Constant Contact and Microsoft Dynamics CRM.

Join TopLine Results on Tuesday, September 22, 2015 at 11:00 am Central for a free 30-minute webinar to see how connecting Constant Contact and Microsoft Dynamics CRM takes the stress out of managing your email lists.

List Management Integrating your Microsoft Dynamics CRM database with Constant Contact will allow you to manage all of your email lists under Marketing Lists in Microsoft Dynamics CRM and they will be synchronized to Constant Contact automatically, saving you time. You will no longer have to export lists from Microsoft Dynamics CRM and import them into Constant Contact. Furthermore, you can create dynamic marketing lists in Microsoft Dynamics CRM. Every time a contact or a lead meets the query criteria, they will be added to the dynamic marketing list and synced to your email lists in Constant Contact. Managing lists becomes a one-step process — set the query criteria for your dynamic marketing list and see how members are automatically added.

Opt-Outs An important part of managing your email lists is removing contacts in your Microsoft Dynamics CRM database who no longer want to receive your email marketing. With Constant Contact and Microsoft Dynamics CRM integration, opt-outs are managed automatically. Whenever a contact opts out of an email, they are set as Do Not Allow Bulk Emails in Microsoft Dynamics CRM, eliminating the need for manual database updates.

Do not allow bulk email

Analytics Reviewing how people interact with your emails allows you to gauge what content is relevant to your target markets. A campaign is created in Microsoft Dynamics CRM each time an email is sent out with Constant Contact. The campaign contains responses from each individual who was sent your email and codes them as Interested, Not Interested, Error or Do Not Send Marketing Materials. You can open each individual response for additional details including on which links they clicked or when they read the email.


Integrating Constant Contact and Microsoft Dynamics CRM will save you time and allow you to better interact with your clients and prospects. Register now for our free webinar on Tuesday, September 22, 2015 at 11:00 am Central to review how we can help you synchronize Constant Contact and Microsoft Dynamics CRM. If you have any questions, contact us at 800-880-1960.

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