dotdigital + simPRO Integration

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Popular dotdigital + simPRO Workflows

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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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dotdigital + simPRO Integration
1.
  • dotdigital
    Survey response is received in dotdigital
  • 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
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
    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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