dotdigital + EspoCRM Integration

Integrate dotdigital to EspoCRM in one click, or tell Integrately AI how you want each contact handled. Capture survey feedback, update your CRM records, alert your team, and trigger follow-ups automatically.

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1.
  • dotdigital
    Survey response is received in dotdigital
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
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2.
  • 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
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM

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Ready Workflows Ready Workflows for dotdigital + EspoCRM Integration

Capture survey responses, create CRM contacts, update accounts, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
EspoCRM + dotdigital Integration

Create dotdigital contact for new EspoCRM contact

If you're using EspoCRM 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 EspoCRM, 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.
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dotdigital + EspoCRM Integration

Create EspoCRM contact for new dotdigital survey response

When someone completes your dotdigital, a new contact is automatically created in your EspoCRM. This way, you can quickly follow up with the survey response and turn them into a customer!

Plus, all of the information from the dotdigital is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a dotdigital - EspoCRM integration set up makes it easy to manage your customer relationships and grow your business.
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dotdigital + EspoCRM Integration

Create EspoCRM 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 EspoCRM 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 EspoCRM task for new dotdigital survey response received today - your customers will thank you for it!
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  • 1of2
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 dotdigital + EspoCRM flow

Streamline customer data by connecting marketing and CRM workflows with your favorite business tools. Pick a combination and activate it in one click.

dotdigital
EspoCRM
+
StripeStripe (2)
+
CalendlyCalendly (2)
+
GmailGmail (2)
+
TypeformTypeform (2)
+
SlackSlack (2)
+
TwilioTwilio (2)
S
D
E
When a Stripe payment succeeds, create a contact in dotdigital and create a contact in EspoCRM.
Stripe payment data syncs into dotdigital and EspoCRM instantly, keeping your marketing lists and CRM records aligned without manual entry.
S
D
E
When a Stripe subscription is created, enrol contact in program in dotdigital and create a task in EspoCRM.
New subscriptions instantly trigger dotdigital marketing programs and open follow-up tasks in EspoCRM.

Supported triggers and actions for dotdigital and EspoCRM

Mix and match to build the exact automation you need

dotdigital
dotdigital Triggers & Actions
Survey response is received in dotdigital
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Add contact to address book in dotdigital
Adds a contact to the address book
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Create contact in dotdigital
Adds a new contact to the database
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Search contact in dotdigital
Finds and retrieves contact information
Try it →
Update contact in dotdigital
Updates contact information with new details
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Unsubscribe contact in dotdigital
Removes contact from mailing list
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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
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Create address book in dotdigital
Creates a new digital address book
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Refresh segment in dotdigital
Refreshes a segment
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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 →
EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
Try it →
Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
Try it →
Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it →
Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
Try it →
Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
Try it →
Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
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Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
Try it →
Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
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Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it →
Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
Try it →
Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
Try it →
Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
Try it →
Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it →
Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
Try it →
Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
Try it →
Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it →
Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
Try it →
Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it →
Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
Try it →
Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it →
Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
Try it →
Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it →
Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
Try it →
Search lead by name in EspoCRM
Try it →
Create contact in EspoCRM
Adds a new contact to the database
Try it →
Search contact in EspoCRM
Finds and retrieves contact information
Try it →
Update contact in EspoCRM
Updates contact information with new details
Try it →
Delete contact in EspoCRM
Removes a contact from the address book
Try it →
Create lead in EspoCRM
Generates new leads for potential customers
Try it →
Search lead email in EspoCRM
Searches for a lead's email
Try it →
Update lead in EspoCRM
Updates the lead information
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Delete lead in EspoCRM
Removes a lead from the database
Try it →
Create task in EspoCRM
Creates a new task
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Create account in EspoCRM
Generates a new account
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Create case in EspoCRM
Generates a new case entry
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Create meeting in EspoCRM
Schedule a meeting
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Search account in EspoCRM
Searches for account information
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Update account in EspoCRM
Updates account information
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Delete opportunity in EspoCRM
Removes a opportunity from the system
Try it →
Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
Try it →
Create opportunity in EspoCRM
Creates a new instance of the support system
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Search opportunity in EspoCRM
Searches for a opportunity
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Search meeting in EspoCRM
Searches for a meeting
Try it →
Update opportunity in EspoCRM
Updates the opportunity details as needed
Try it →
Update meeting in EspoCRM
Updates meeting details
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Search case in EspoCRM
Searches for a case record
Try it →
Update case in EspoCRM
Updates case details
Try it →
Delete account in EspoCRM
Removes an account and all associated data from the system
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Delete case in EspoCRM
Removes the particular case from the system
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Create call in EspoCRM
Initiates a call to the recipient
Try it →
Search call in EspoCRM
Searches for a call
Try it →
Update call in EspoCRM
Updates call information
Try it →
Delete call in EspoCRM
Deletes a call entry from the database
Try it →

What can you automate with dotdigital + EspoCRM?

Streamline customer relationships and marketing campaigns by connecting dotdigital triggers directly to EspoCRM operations.

What you can automate?
Create EspoCRM contacts from survey responses
Trigger an automatic contact creation in EspoCRM the moment a survey response is received in dotdigital, keeping your database updated without manual entry.
📝
Capture every submitted survey field
Map all survey answers from dotdigital into detailed EspoCRM contact profiles instead of just a basic name and email address.
🔔
Alert your team instantly
Notify team members in Slack the moment a valuable survey response creates a new contact record in your CRM.
🔀
Route records based on submitted answers
Assign contacts to specific EspoCRM account managers automatically using the specific choices submitted in your dotdigital surveys.
🔄
Keep destination records up to date
Update existing EspoCRM contact records automatically whenever contact details or program enrollments change in dotdigital.
🔍
Prevent duplicates with smart search
Search for existing contact records in EspoCRM before creating new ones, avoiding duplicate entries when dotdigital data updates.
📊
Manage customer lifecycle stages
Update EspoCRM tasks and opportunities when contacts progress through dotdigital marketing programs and campaigns.
💬
Extend flows with messaging tools
Connect dotdigital and EspoCRM workflows to Slack, instantly notifying your sales channel when high-value contacts are created.
And much more...

Who is dotdigital + EspoCRM integration for?

Connecting dotdigital and EspoCRM eliminates manual data entry, ensuring marketing insights and customer relationship records stay perfectly synchronized across your team.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Customer support teams
Customer support teams
RevOps managers
RevOps managers
Data analysts
Data analysts
📈
Performance marketers
You're running engagement campaigns across dotdigital, but your EspoCRM records only update when someone manually exports lists, so the metrics you're optimising against are always a few hours behind — with this integration, every new contact lands in the CRM instantly and your data stays current.
💼
Sales reps
You need to act fast on customer survey responses, but feedback sits in dotdigital until someone manually checks the platform, so hot leads go cold before you reach out — connecting these apps means every survey response creates an EspoCRM contact instantly so you can follow up right away.
🤝
Account managers
You answer to clients who want to see their campaign engagement tracked, but pulling dotdigital metrics into EspoCRM takes hours of manual copying every week — automating both apps means your CRM always shows the latest campaign activity without the administrative drag.
🎧
Customer support teams
The volume of survey replies is too high for anyone to keep up by hand, leaving unhappy responses buried in dotdigital while customers wait for help — with this integration, every negative response creates an EspoCRM case automatically so your team can resolve issues faster.
⚙️
RevOps managers
You own the pipeline data and depend on marketing to hand over engaged contacts, but disconnected tools lead to messy records and missed opportunities — this integration means dotdigital engagement data flows straight into EspoCRM to keep your revenue pipelines accurate.
📊
Data analysts
You need a reliable history of customer interactions, but manual imports between dotdigital and EspoCRM keep leaving gaps in your reports — automating both apps means every contact update and survey response is logged accurately in your CRM.
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 dotdigital + EspoCRM

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

1,500+ apps connected
1,500+ apps connected
Connect dotdigital + EspoCRM 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
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect dotdigital to EspoCRM?
Frequently Asked Questions
You can connect dotdigital to EspoCRM in 1 click using ready-made templates on Integrately. You can also connect other popular tools like Slack, Gmail, and Typeform. Use Integrately AI to set up custom workflows quickly without writing code.
Can I automatically create EspoCRM contacts from dotdigital survey responses?
Frequently Asked Questions
Can I connect dotdigital, EspoCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for dotdigital and EspoCRM?
Frequently Asked Questions
How does dotdigital handle survey data in this integration?
Frequently Asked Questions
How does EspoCRM manage contacts received from dotdigital?
Frequently Asked Questions
Can I automate dotdigital and EspoCRM without coding?
Frequently Asked Questions
Is the dotdigital and EspoCRM integration free?
Frequently Asked Questions
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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.

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

dotdigital
Popular dotdigital Integrations
Connect dotdigital with email marketing, customer analytics, and social platforms to scale your engagement campaigns.
EspoCRM
Popular EspoCRM Integrations
Sync EspoCRM with invoicing, project management, and support ticketing tools to keep your customer data connected.
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EspoCRM Integrations arrow right
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