Close + dotdigital Integration

Integrate Close to dotdigital in one click, or tell Integrately AI how you want each lead handled. Capture responses, update your CRM and contacts, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
  • dotdigital
    Survey response is received in dotdigital
Arrow Right
2.
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close
  • dotdigital
    Add contact to address book in dotdigital
  • dotdigital
    Create contact in dotdigital
  • dotdigital
    Search contact in dotdigital
  • dotdigital
    Update contact in dotdigital
  • dotdigital
    Unsubscribe contact in dotdigital
  • dotdigital
    Enrol contact in program in dotdigital
  • dotdigital
    Create contact data field in dotdigital
  • dotdigital
    Create address book in dotdigital
  • dotdigital
    Refresh segment in dotdigital
  • dotdigital
    Send transactional email in dotdigital
  • dotdigital
    Send campaign in dotdigital

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Close + dotdigital Integration

Capture leads, update contacts, keep your CRM current, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Close + dotdigital Integration

Create dotdigital contact for new Close contact

If you're using Close to manage your sales leads, it's important to also use dotdigital to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Close, a corresponding contact will automatically be created in dotdigital.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
dotdigital + Close Integration

Create Close opportunity for new dotdigital survey response

Integrating your Close with your dotdigital, can help you automatically create new opportunitys based on survey responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This dotdigital - Close integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
See more
dotdigital + Close Integration

Create Close task for new dotdigital survey response

It's important to stay on top of your customer relationships, and one way to do that is to create Close tasks for new dotdigital survey responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Close task for new dotdigital survey response received today - your customers will thank you for it!
See more
  • 1of3
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + dotdigital flow

Extend your automation stack with essential tools for data logging, scheduling, messaging, and forms. Pick a combination and activate it in one click.

Close
dotdigital
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
TypeformTypeform (3)
+
StripeStripe (3)
C
G
D
Add every new Close lead to Google Sheets, and create a contact in dotdigital
New Close leads appear in your Google Sheets spreadsheet instantly while creating a contact in dotdigital, so your records stay fully synchronised.
D
G
C
Log every dotdigital survey response in Google Sheets, and update the lead in Close
Survey responses from dotdigital land in Google Sheets immediately and update your Close lead, keeping your pipeline data current.
C
G
D
When a Close contact is updated, log the change in Google Sheets and sync it to dotdigital
Updated Close contact details reflect in Google Sheets and update dotdigital automatically, eliminating manual data entry errors.

Supported triggers and actions for Close and dotdigital

Mix and match to build the exact automation you need

Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
Try it →
Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it →
Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
Try it →
Instant
Export is created in Close
Triggers the automation when a new export occurs
Try it →
Instant
Membership is activated in Close
Triggers the automation when a membership is activated
Try it →
Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
Try it →
Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
Try it →
Instant
Lead is created in Close
Triggers the automation when a new lead is created
Try it →
Instant
Contact is created in Close
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Close
Triggers the automation when a contact is updated
Try it →
Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
Try it →
Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
Try it →
Instant
Email is created in Close
Triggers the automation when a new email is created
Try it →
Instant
Call record is updated in Close
Triggers the automation when call details are modified
Try it →
Instant
Call record is created in Close
Triggers the automation when a new call record is created
Try it →
Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
Try it →
Instant
SMS is created in Close
Triggers the automation when a SMS is created
Try it →
Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
Try it →
Note is created in Close
Triggers the automation when a new note is created
Try it →
Search contact in Close
Finds and retrieves contact information
Try it →
Update lead in Close
Updates the lead information
Try it →
Search lead in Close
Retrieves information for a particular lead
Try it →
Create lead in Close
Generates new leads for potential customers
Try it →
Update task in Close
Updates the task
Try it →
Create task in Close
Creates a new task
Try it →
Search task in Close
Searches for a task
Try it →
Search opportunity in Close
Searches for a opportunity
Try it →
Update opportunity in Close
Updates the opportunity
Try it →
Create opportunity in Close
Creates a new instance of the support system
Try it →
Create contact in Close
Adds a new contact to the database
Try it →
Update contact in Close
Updates contact information
Try it →
Create note in Close
Creates a new note in the particular format
Try it →
Update note in Close
Updates a note
Try it →
Search note in Close
Searches for a note
Try it →
Create email in Close
Adds a new contact to the contact list
Try it →
Search user in Close
Searches for a user
Try it →
Create SMS in Close
Creates a new sms
Try it →
Create custom activity in Close
Logs a new custom activity
Try it →
Run activity overview report in Close
Runs an activity overview report
Try it →
Delete logged call in Close
Removes a recorded phone conversation
Try it →
Create export in Close
Generates a new data export
Try it →
Run sent email report in Close
Runs a sent email report
Try it →
Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
Try it →
Search custom activity in Close
Searches for a custom activity
Try it →
Add address to lead in Close
Updates lead information with address details
Try it →
Delete email in Close
Deletes particular emails from inbox
Try it →
Merge two leads in Close
Merges two leads
Try it →
Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
Try it →
Run opportunity report in Close
Runs an opportunity report
Try it →
Create smart view in Close
Creates a new smart view
Try it →
Run status change report in Close
Runs a status change report
Try it →
Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
Try it →
Update custom activity in Close
Updates a particular custom activity with new information
Try it →
Update smart view in Close
Updates smart view
Try it →
Update email sequence subscription in Close
Updates an email sequence subscription
Try it →
Delete email address from contact in Close
Removes an email address from a contact list
Try it →
Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
Try it →
Search email sequence subscription in Close
Searches for an email sequence subscription
Try it →
Search number of Leads in Query in Close
Searches for the number of leads in a query
Try it →
Search connected account in Close
Searches for linked accounts to streamline account management
Try it →
Get activity by id in Close
Retrieves a activity details by its id
Try it →
Create call in Close
Initiates a call to the recipient
Try it →
Update call in Close
Updates call information
Try it →
Search call in Close
Searches for a call
Try it →
dotdigital
dotdigital Triggers & Actions
Survey response is received in dotdigital
Try it →
Add contact to address book in dotdigital
Adds a contact to the address book
Try it →
Create contact in dotdigital
Adds a new contact to the database
Try it →
Search contact in dotdigital
Finds and retrieves contact information
Try it →
Update contact in dotdigital
Updates contact information with new details
Try it →
Unsubscribe contact in dotdigital
Removes contact from mailing list
Try it →
Enrol contact in program in dotdigital
Triggers the automation when a new survey response is received
Try it →
Create contact data field in dotdigital
Generates a new field for storing contact information
Try it →
Create address book in dotdigital
Creates a new digital address book
Try it →
Refresh segment in dotdigital
Refreshes a segment
Try it →
Send transactional email in dotdigital
Sends a reply
Try it →
Send campaign in dotdigital
Sends out a pre-designed campaign to targeted recipients
Try it →

What can you automate with Close + dotdigital?

Streamline your sales and marketing operations by connecting Close and dotdigital for automated data flows.

What you can automate?
🚀
Sync new leads directly to dotdigital contacts
Automatically create a dotdigital contact whenever a new lead is generated in Close, ensuring your marketing campaigns capture prospects instantly.
📝
Capture every submitted survey response into your CRM
Map survey answers received in dotdigital straight into your Close lead records, giving your sales team immediate customer context.
🔔
Alert your team about important customer interactions
Notify your team members instantly when survey responses arrive or leads are updated, enabling rapid response times.
🔀
Route records based on submitted field criteria
Execute different follow-up actions depending on the specific survey answers or lead details submitted by your prospects.
🔄
Keep contact records updated across platforms
Ensure that any change to a contact in Close automatically updates the corresponding contact in dotdigital without manual intervention.
📋
Prevent duplicates with smart search and update operations
Search existing records before creating new entries, ensuring your databases remain clean and free of duplicate profiles.
⏱️
Handle status changes and trigger next steps
Automate follow-up workflows whenever a lead status changes or customer activity is logged in your system.
🌐
Extend your workflow with spreadsheet logging
Connect Google Sheets to your Close and dotdigital automation to maintain a complete backup log of every transaction.
And much more...

Who is Close + dotdigital integration for?

Connecting Close and dotdigital automates contact synchronisation and survey tracking, removing manual data entry for sales and marketing teams.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations leads
Operations leads
Customer success teams
Customer success teams
Revenue analysts
Revenue analysts
📈
Performance marketers
You're reviewing survey results and lead conversions, but your reports only update when someone manually exports records, so the metrics you're optimising against are always outdated — automating both apps means every new lead and survey response syncs instantly and your analytics stay current.
Sales representatives
You need to follow up with prospects immediately, but contact details get trapped in marketing tools until someone copies them over, so hot leads go cold before you reach out — integrating these apps means every new lead lands in your CRM the moment it arrives.
📊
Account managers
You answer to clients who want to see prompt engagement tracking, but keeping CRM records and email lists in sync takes hours of manual copying every week — connecting these apps means your client activity records update automatically without administrative delays.
🔄
Operations leads
The volume of inbound leads and survey submissions is too high for anyone to keep up by hand, leading to missing contact entries and fragmented records — automating both apps means high-volume data transfers happen reliably in the background.
🤝
Customer success teams
You own the onboarding stage and depend on sales and marketing teams to hand over complete contact information, but records often have missing fields — integrating these apps means every contact profile arrives complete with all survey feedback attached.
🗂️
Revenue analysts
You need a reliable history of prospect interactions across systems, but manual data transfers keep leaving gaps in your audit trail — this integration means every interaction in Close and dotdigital is recorded accurately without missing data.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Close + dotdigital

Build and manage your Close + dotdigital automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Close + dotdigital with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Close to dotdigital?
Frequently Asked Questions
You can connect Close and dotdigital in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields.
Can I automatically sync Close leads to dotdigital contacts?
Frequently Asked Questions
Can I connect Close, dotdigital, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Close and dotdigital?
Frequently Asked Questions
How does Close handle lead updates in this integration?
Frequently Asked Questions
Can dotdigital survey responses update Close records?
Frequently Asked Questions
Do I need coding skills to automate Close and dotdigital?
Frequently Asked Questions
Is the Close and dotdigital integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Close or dotdigital With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close with CRMs, communication tools, and productivity apps to streamline your sales pipeline.
See All
Close Integrations arrow right
No popular apps found
dotdigital
Popular dotdigital Integrations
Sync dotdigital with email tools, analytics platforms, and engagement software to power your marketing stack.