This article defines how data will be pushed from Quoter to Constant Contact. Learn more about integrating with Constant Contact in this article.

Module Mapping

Person

When a Quote or Person is created or updated in Quoter, the customer's contact information will be automatically added to your Constant Contact account under Contacts. If a Contact with a matching email address already exists in Constant Contact, it will be updated.

Quote

The Contact will be added to the List specified in the Default List Name. If a matching list name is not found, the contact will still be added but will be disabled.

You can also choose to have the contact automatically added to a List matching the name of the Template used by enabling this setting in the Integration Settings.

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