ERP Next + dotdigital Integration
Integrate dotdigital to ERP Next in one click, or tell Integrately AI how you want each survey response handled. Capture responses, create leads, update customer records, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Document is updated in ERP Next Instant- Document is trashed in ERP Next Instant
- Document is submitted in ERP Next Instant
- Document is inserted in ERP Next Instant
- Document is changed in ERP Next Instant
- Document is cancelled in ERP Next Instant
Survey response is received in dotdigital
2.
- Add Issue in ERP Next
- Update lead in ERP Next
- Search lead in ERP Next
- Create lead in ERP Next
- Create customer in ERP Next
- Add contact to address book in dotdigital
- Create contact in dotdigital
- Search contact in dotdigital
- Update contact in dotdigital
- Unsubscribe contact in dotdigital
- Enrol contact in program in dotdigital
- Create contact data field in dotdigital
- Create address book in dotdigital
- Refresh segment in dotdigital
- Send transactional email in dotdigital
- Send campaign in dotdigital
Trusted by experts at...
Ready Workflows for ERP Next + dotdigital Integration
Capture survey responses, create leads, update customer records, notify your sales team, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your dotdigital + ERP Next flow
Extend your automation stack with customer data, accounting, messaging, and support tools once your core pair finishes. Pick a combination and activate it in one click.
+
Shopify (3)
Shopify (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
HubSpot (3)
HubSpot (3) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
Gmail (3)
Gmail (3) D
E
S
When a survey response is received in dotdigital, create a lead in ERP Next and create a customer in Shopify
Survey responses in dotdigital instantly generate ERP Next leads and Shopify customer profiles without manual data entry.
E
D
S
When a document is inserted in ERP Next, send a campaign in dotdigital and create an order in Shopify
New ERP Next documents trigger dotdigital campaigns and Shopify orders automatically.
E
D
S
When a document is updated in ERP Next, update contact in dotdigital and update customer in Shopify
ERP Next document updates instantly propagate to dotdigital contacts and Shopify customer records.
Supported triggers and actions for ERP Next and dotdigital
Mix and match to build the exact automation you need
ERP Next Triggers & Actions
Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → dotdigital Triggers & Actions
What can you automate with dotdigital + ERP Next?
Streamline your customer engagement and enterprise resource planning with robust, automated workflows.
🔄
Sync survey responses into ERP leads
Turn every survey response received in dotdigital into a new lead in ERP Next automatically, eliminating manual data entry between your marketing and sales tools.
📋
Capture every submitted field and detail
Map all survey answers and document attributes directly into your ERP records instead of just basic contact names, ensuring complete data visibility.
📢
Alert your team instantly on activity
Trigger instant notifications or messages whenever new customer feedback arrives or business documents are modified in your core systems.
🔀
Route records based on submitted data
Apply conditional logic to direct specific survey responses or document types to different departments or pipelines based on user input.
🔄
Keep records updated as details change
Automatically update existing dotdigital contacts whenever ERP Next documents are modified, maintaining absolute data consistency.
🔍
Search and update without creating duplicates
Check existing records before creating new entries, ensuring your databases remain clean and free of redundant contact profiles.
⚡
Handle later status changes seamlessly
Trigger automated follow-up actions when business documents are cancelled, submitted, or updated within ERP Next.
🔌
Extend workflows to messaging tools
Connect your dotdigital and ERP Next core flow to Slack to broadcast critical updates and keep your entire organization aligned.
And much more...
Who is dotdigital + ERP Next integration for?
Connecting dotdigital and ERP Next eliminates manual data transfer for teams managing customer engagement, lead generation, and operational records.
Performance marketers
Sales representatives
Client success managers
Operations managers
Support leads
Finance teams
📈
Performance marketers
You're running surveys and campaigns in dotdigital but your ERP Next pipeline reports only update when someone manually exports records, so your engagement metrics are always a few hours behind — with this integration, every survey response lands in your ERP instantly and your data stays current.
⚡
Sales representatives
You need to follow up on new prospect interactions immediately, but lead details get stuck in engagement platforms before reaching your CRM — with this integration, every new response creates a lead right away and your team can act without delay.
🤝
Client success managers
You answer to clients who want immediate proof of engagement and updated account files, but manual handoffs leave gaps in your reporting — with this integration, customer records update across both platforms automatically and your stakeholders always see accurate progress.
📊
Operations managers
The volume of customer survey responses and business documents is too high for anyone to keep up by hand, leading to missed updates and messy records — with this integration, all document changes and responses sync effortlessly without administrative bottlenecks.
💼
Support leads
You own the customer onboarding step and depend on marketing teams to hand over campaign data, resulting in frustrating delays — with this integration, every contact and document flows directly into your workflow the moment it occurs.
🗂️
Finance teams
You need a reliable history of customer interactions and document submissions, but scattered spreadsheets keep leaving gaps in your audit trail — with this integration, every record matches perfectly across your engagement and ERP systems.
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 ERP Next + dotdigital
Build and manage your ERP Next + dotdigital automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + dotdigital with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect ERP Next + dotdigital Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect dotdigital to ERP Next?
You can connect dotdigital to ERP Next in 1 click using ready workflows or ask Integrately AI to build your automation. It links dotdigital with ERP Next alongside tools like Shopify, HubSpot, and Slack.
Can I automatically create ERP Next leads from dotdigital survey responses?
Can I connect dotdigital, ERP Next, and Slack?
What is a good Zapier alternative for dotdigital and ERP Next?
How does dotdigital handle survey response data during integration?
Can ERP Next document updates trigger dotdigital contact updates?
Do I need coding skills to automate dotdigital and ERP Next?
Is the dotdigital and ERP Next integration free?
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?
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