Overview
The Constant Contact integration lets you automatically send caller information from CallRail to your Constant Contact account, so your email contact list stays up to date after every call or text. When a tracked call or SMS is received in CallRail, a new contact is created in Constant Contact or an existing contact is updated with the caller's details and first-touch marketing attribution data.
If your account uses Voice Assist, this integration also gives your AI voice agent real-time access to a caller's Constant Contact profile, including their name, company, tags, and recent notes, before and during the call.
Before You Begin
To use the Constant Contact integration, you will need:
- An active CallRail account (available on all plan tiers)
- An active Constant Contact account
- Admin or account owner access in CallRail to connect integrations
Connect Constant Contact to CallRail
- In your CallRail account, click Settings in the left navigation.
- Select Integrations.
- Find Constant Contact in the list of available integrations and click Connect.
- You will be redirected to the Constant Contact login page. Sign in to your Constant Contact account.
- Review the requested permissions and click Allow to authorize CallRail to access your account.
- After authorizing, you will be returned to CallRail. CallRail will automatically create a CallRail Leads contact list and five attribution custom fields in your Constant Contact account.
- Select the CallRail company and trackers you want to link to Constant Contact. Calls and texts received through those trackers will create or update contacts.
Please note: The CallRail Leads list and attribution custom fields are created automatically during setup. You do not need to create them in Constant Contact yourself.
Data
What Data Gets Sent to Constant Contact
Each time a call or SMS is received through a linked tracker, CallRail sends the following information to Constant Contact:
| CallRail Data | Constant Contact Field |
|---|---|
| Caller first and last name | First name and last name |
| Phone number | Phone number (mobile) |
| Email address | Email address |
| City | Address city |
| State | Address state |
| Company name | Company name |
| First-touch source | CallRail - Lead Source (custom field) |
| First-touch medium | CallRail - Lead Medium (custom field) |
| First-touch campaign | CallRail - Lead Campaign (custom field) |
| First-touch landing page | CallRail - Lead Landing Page (custom field) |
| Call summary | CallRail - Call Summary (custom field) |
All contacts created by the integration are added to the CallRail Leads list in Constant Contact.
How CallRail Matches Existing Contacts
Before creating a new contact, CallRail checks whether the caller already exists in Constant Contact. It searches by email address first. If no email match is found, it searches by phone number. If a match is found by either method, the existing contact is updated. If no match is found, a new contact is created.
Disconnecting the Integration
When you disconnect the integration in CallRail, data stops syncing immediately. Contacts already created in Constant Contact are not affected or removed.
Troubleshooting
The integration is showing a Failed status
The integration will enter a Failed state if CallRail encounters repeated errors when trying to send data to Constant Contact. This usually means the authorization between the two accounts has been revoked or has expired.
To resolve this:
- Go to Settings and select Integrations.
- Find Constant Contact and click Reconnect.
- Complete the authorization steps to re-link your Constant Contact account.
Frequently Asked Questions
Does this integration sync data in both directions?
No. CallRail sends data to Constant Contact only. Changes made to contacts in Constant Contact are not reflected back in CallRail.
Will the integration create duplicate contacts?
CallRail checks for an existing contact by email address first, then by phone number, before creating a new record. If a match is found, the existing contact is updated rather than duplicated. However, if a caller has no email address and no phone number available in CallRail, a new contact may be created each time that caller is encountered.
What happens to my existing Constant Contact contacts when I connect the integration?
Connecting the integration does not affect your existing contacts. CallRail only creates or updates contacts when a call or SMS is received through a linked tracker.
Do I need to set up the CallRail Leads list or custom fields myself?
No. CallRail creates the CallRail Leads contact list and five attribution custom fields in your Constant Contact account automatically when you first connect the integration.
Which CallRail plan includes the Constant Contact integration?
The Constant Contact integration is available on all CallRail plan tiers.
Does the Constant Contact integration work with Voice Assist?
Yes. If Voice Assist is enabled on your account, this integration also provides your AI voice agent with real-time caller context from Constant Contact. The agent retrieves the caller's name, company, tags, list memberships, and recent notes at the start of each inbound call.