dotdigital + Salesflare Integration

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Popular dotdigital + Salesflare Workflows

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dotdigital + Salesflare Integration

Create Salesflare person for new dotdigital survey response

When someone completes your dotdigital, a new person is automatically created in your Salesflare. 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 person, so you don't have to waste time manually entering data. Thus, having a dotdigital - Salesflare integration set up makes it easy to manage your customer relationships and grow your business.
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dotdigital + Salesflare Integration

Create Salesflare 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 Salesflare 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 Salesflare task for new dotdigital survey response received today - your customers will thank you for it!
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Salesflare + dotdigital Integration

Create dotdigital contact for new Salesflare person

If you're using Salesflare 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 person is created in Salesflare, 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 + Salesflare Integration
1.
  • dotdigital
    Survey response is received in dotdigital
  • Salesflare
    Contact is created in Salesflare
  • Salesflare
    Person is created in Salesflare
  • Salesflare
    Opportunity is created in Salesflare
  • Salesflare
    Account is created in Salesflare
  • Salesflare
    Opportunity stage is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
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
  • Salesflare
    Update opportunity in Salesflare
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Create contact in Salesflare
  • Salesflare
    Add contact to account in Salesflare
  • Salesflare
    Search contact in Salesflare
  • Salesflare
    Update contact in Salesflare
  • Salesflare
    Search contact by email in Salesflare
  • Salesflare
    Search person in Salesflare
  • Salesflare
    Search opportunity by name in Salesflare
  • Salesflare
    Create account in Salesflare
  • Salesflare
    Search account by name in Salesflare
  • Salesflare
    Update account in Salesflare
  • Salesflare
    Create task in Salesflare
  • Salesflare
    Search opportunity stages in Salesflare
  • Salesflare
    Search user in Salesflare
  • Salesflare
    Add user to account in Salesflare
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