dotdigital + Simpro Integration

Integrate dotdigital to Simpro in one click, or tell Integrately AI how you want each contact handled. Capture survey answers, sync customer accounts, update contact records, and trigger follow-ups automatically.

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1.
  • dotdigital
    Survey response is received in dotdigital
  • Simpro
    Recurring invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Job is created in Simpro Instant
  • Simpro
    Company customer created in Simpro Instant
  • Simpro
    Job is updated in Simpro Instant
  • Simpro
    Company customer updated in Simpro Instant
  • Simpro
    Site is created in Simpro Instant
  • Simpro
    Site is updated in Simpro Instant
  • Simpro
    Individual customer created in Simpro Instant
  • Simpro
    Individual customer updated in Simpro Instant
  • Simpro
    Quote is created in Simpro Instant
  • Simpro
    Quote is updated in Simpro 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
  • Simpro
    Update lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Get contact by ID in Simpro
  • Simpro
    Create individual customer in Simpro
  • Simpro
    Search individual customer in Simpro
  • Simpro
    Search company customer in Simpro
  • Simpro
    Create contact in Simpro
  • Simpro
    Create company customer in Simpro
  • Simpro
    Create service job in Simpro
  • Simpro
    Search job in Simpro
  • Simpro
    Create site in Simpro
  • Simpro
    Search contact in Simpro
  • Simpro
    Search site in Simpro
  • Simpro
    Create service quote in Simpro
  • Simpro
    Search quote in Simpro
  • Simpro
    Create activity schedule block in Simpro

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Ready Workflows Ready Workflows for dotdigital + Simpro Integration

Capture survey responses, create company customers, update contact records, log job details, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
Simpro + dotdigital Integration

Create dotdigital contact for new simPRO individual customer

If you're using simPRO 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 individual customer is created in simPRO, 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 + Simpro Integration

Create simPRO individual customer for new dotdigital survey response

When someone completes your dotdigital, a new individual customer is automatically created in your simPRO. 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 individual customer, so you don't have to waste time manually entering data. Thus, having a dotdigital - simPRO integration set up makes it easy to manage your customer relationships and grow your business.
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  • 1of1
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 + Simpro flow

Connect your engagement data and job management workflows with leading finance, CRM, communication, and support tools. Pick a combination and activate it in one click.

dotdigital
Simpro
+
XeroXero (8)
+
HubSpotHubSpot (8)
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StripeStripe (8)
+
QuickBooks OnlineQuickBooks Online (8)
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GmailGmail (8)
+
SlackSlack (8)
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Create a dotdigital contact from every new Simpro invoice, and generate a matching invoice in Xero
New Simpro invoices automatically create dotdigital contacts and generate matching Xero invoices without manual data entry.
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When a Simpro job is created, update the dotdigital contact and send the invoice in Xero
Keep dotdigital contact records updated when jobs open in Simpro while dispatching bills in Xero instantly.
S
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When a Simpro invoice is updated, refresh dotdigital data and modify the invoice in Xero
Invoice updates in Simpro instantly propagate to dotdigital contact records and update corresponding Xero transactions.
S
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When a Simpro quote is created, add a dotdigital contact and create a new bill in Xero
Turn new Simpro quotes into dotdigital contacts and Xero bills automatically without administrative lag.
S
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If a new Simpro company customer is created, update dotdigital and add a contact in Xero
New company customers in Simpro automatically trigger dotdigital updates and create corresponding Xero contacts.
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When a Simpro recurring invoice is updated, refresh dotdigital data and update the invoice in Xero
Recurring billing updates in Simpro keep dotdigital contacts current and adjust Xero records automatically.
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Use ChatGPT to review new Simpro quotes. If approved, update dotdigital and create an invoice in Xero
Let ChatGPT evaluate new Simpro quotes before updating dotdigital contacts and generating Xero invoices.
S
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When a Simpro job is created, update dotdigital, create an invoice in Xero, and alert your team in Slack
New Simpro jobs trigger dotdigital updates, Xero invoicing, and instant team notifications in Slack.

Supported triggers and actions for dotdigital and Simpro

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
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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
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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
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Send campaign in dotdigital
Sends out a pre-designed campaign to targeted recipients
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Simpro
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
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Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
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Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
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Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
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Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
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Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Instant
Job is updated in Simpro
Triggers the automation when a job is updated
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Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
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Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
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Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Update lead in Simpro
Updates specified lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Create lead in Simpro
Adds a new lead to the database
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create individual customer in Simpro
Creates a new individual customer record
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Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
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Create company customer in Simpro
Creates a new company customer record
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Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
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Create service quote in Simpro
Generates a new service quote
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Search quote in Simpro
Searches for a quote
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Create activity schedule block in Simpro
Creates a new activity schedule block
Try it →

What can you automate with dotdigital + Simpro?

Connect dotdigital and Simpro to streamline your customer engagement and field service operations.

What you can automate?
🔄
Sync survey responses and customer data instantly
Automatically create Simpro company customers whenever a new survey response is received in dotdigital. Eliminate manual transcription and keep your operational database up to date.
📋
Capture every submitted field without manual entry
Map all survey responses and contact details from dotdigital straight into Simpro customer profiles. Ensure every custom field and note is preserved accurately.
🔔
Notify your team the moment jobs or invoices change
Trigger instant Slack alerts or Gmail notifications whenever a new Simpro job is created or an invoice is updated. Keep your entire team informed of project milestones.
🔀
Route records based on submitted field criteria
Apply conditional logic to handle VIP clients or urgent service jobs differently from standard inquiries. Send high-priority records to dedicated channels automatically.
📝
Keep customer records updated as operations evolve
Automatically update dotdigital contact records whenever Simpro job statuses, quotes, or recurring invoices change. Maintain a single source of truth across platforms.
🔍
Search and update instead of creating duplicates
Check existing records in Simpro before creating new contacts or company customers. Prevent duplicate entries and keep your database clean.
💳
Handle later billing and recurring invoice updates
Automate workflows for recurring invoice updates, payment milestones, and subscription adjustments in Simpro. Keep financial and marketing data perfectly aligned.
🌐
Extend your workflow to popular third-party tools
Connect your dotdigital and Simpro flows with Xero, HubSpot, Stripe, QuickBooks Online, Gmail, or Slack. Build powerful multi-step automations across your entire stack.
And much more...

Who is dotdigital + Simpro integration for?

Operations directors, marketers, and finance leads connect dotdigital and Simpro to eliminate manual data entry, streamline job management, and keep customer records synchronised.

Marketing managers
Marketing managers
Field service coordinators
Field service coordinators
Account executives
Account executives
Customer support teams
Customer support teams
Operations directors
Operations directors
Finance specialists
Finance specialists
📈
Marketing managers
You're running engagement campaigns across dotdigital but your operational customer data in Simpro only updates when someone manually exports records, so the contact counts you review are always outdated — connecting these apps means every survey response and customer update syncs instantly and your marketing lists stay current.
Field service coordinators
You need to dispatch field crews the moment a new job or quote is confirmed in Simpro, but finding out late delays scheduling and frustrates clients — with this integration, every job creation triggers instant record updates and team alerts so your operations run without interruption.
🤝
Account executives
You answer to clients who expect rapid turnaround on invoices and quotes, but manual data transfers between Simpro and dotdigital cause avoidable delays — automating both apps means customer records and financial details flow seamlessly from the first quote to final invoice.
📊
Customer support teams
The volume of incoming survey responses and customer tickets is too high for anyone to keep up with by hand, leading to missed follow-ups and fragmented history — this integration means every interaction is logged accurately across your systems so no client falls through the cracks.
⚙️
Operations directors
You own the handoff between sales quoting and field execution in Simpro, but rely on manual updates from upstream marketing tools to know who is coming in — automating both apps means customer data moves instantly into your job management software and project setup begins without friction.
💼
Finance specialists
You need a reliable history of recurring invoices and payments, but keep finding gaps between your invoicing software and customer database — with this integration, every billing event updates your records automatically and your financial ledgers match your operational reality.
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 + Simpro

Build and manage your dotdigital + Simpro 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 + Simpro 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
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect dotdigital to Simpro?
Frequently Asked Questions
You can connect dotdigital to Simpro in one click using ready-made workflows on Integrately, or ask Integrately AI to build a custom automation for you. It also supports connection with Xero, HubSpot, Stripe, QuickBooks Online, Gmail, and Slack.
Can I automatically sync dotdigital survey responses to Simpro jobs?
Frequently Asked Questions
Can I connect dotdigital, Simpro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for dotdigital and Simpro?
Frequently Asked Questions
How does dotdigital handle contact data during the integration?
Frequently Asked Questions
Can Simpro trigger automated updates to dotdigital contacts?
Frequently Asked Questions
Do I need coding skills to automate dotdigital and Simpro?
Frequently Asked Questions
Is the dotdigital and Simpro integration free?
Frequently Asked Questions
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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 Simpro With 1500+ Other Apps

dotdigital
Popular dotdigital Integrations
Connect dotdigital to email marketing, customer support, and analytics tools to enhance your B2B engagement campaigns.
Simpro
Popular Simpro Integrations
Sync Simpro with field service, project management, and scheduling tools to streamline your daily operations.
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Simpro Integrations arrow right
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