Integrate Salesforce with dotdigital

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Create a new contact in dotdigital whenever a new contact is created in Salesforce

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in dotdigital each time a new contact is created in Salesforce.

How it works
  1. The flow triggers when a new contact is created in Salesforce.
  2. Zoho Flow creates or updates a contact in dotdigital.
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Create a new contact in dotdigital whenever a new contact is created in Salesforce

Salesforce + dotdigital

Build your own integrations between Salesforce and dotdigital

Connect Salesforce and dotdigital with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesforce and dotdigital using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Event created

Triggers when a new event is created

Campaign updated

Triggers when a new campaign is updated

Opportunity updated

Triggers when an opportunity is updated

Campaign added

Triggers when a new campaign is added

Account created

Triggers when a new account is created

Event updated

Triggers when an event is updated

Contact created

Triggers when a new contact is created

Module entry updated

Triggers when a record is updated in the selected module

Account updated

Triggers when an account is updated

Order created

Triggers when a new order is created

Task created

Triggers when a new task is created

Opportunity added

Triggers when a new opportunity is added

Lead created

Triggers when a new lead is created

Solution updated

Triggers when an solution is updated

Product updated

Triggers when an product is updated

Note updated

Triggers when a note is updated

Task updated

Triggers when a task is updated

Case updated

Triggers when a case is updated

Note created

Triggers when a new note is created

Lead updated

Triggers when a lead is updated

Module entry added

Triggers when a new entry is added to the selected module

Solution added

Triggers when a new solution is added

Contact updated

Triggers when a contact is updated

Order updated

Triggers when an order is updated

Product added

Triggers when a new product is added

Case created

Triggers when a new case is created

Survey response added

Triggers when a new response is added in the selected survey

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create order

Creates a new order

Create task

Creates a new task

Create product

Creates a new product

Create event

Creates a new event

Create note

Creates a new note

Create account

Creates a new account

Create campaign

Creates a new campaign

Create case

Creates a new case

Create opportunity

Creates a new opportunity

Create custom module entry

Creates a new entry in the selected module

Create solution

Creates a new solution

Create contact

Creates a new contact

Update custom module entry

Updates the details of entry in the selected module

Update product

Updates the details of an existing product

Update contact

Updates the details of an existing contact

Update opportunity

Updates the details of an existing opportunity

Update account

Updates the details of an existing account

Update case

Updates the details of an existing case

Update campaign

Updates the details of an existing campaign

Update task

Updates the details of an existing task

Update order

Updates the details of an existing order

Update note

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update solution

Updates the details of an existing solution

Update event

Updates the details of an existing event

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch account

Fetches the details of an existing account by name or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch case

Fetches the details of an existing case by subject or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Fetch product

Fetches the details of an existing product by name or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch group

Fetches the details of an existing group by name or ID

Fetch order

Fetches the details of an existing order by number or ID

Refresh segment

Refreshes an existing segment

Create address book

Creates a new address book

Send transactional email

Sends a transactional email

Send campaign to address book

Sends a campaign to the selected address book

Send campaign to contact

Sends a campaign to the specified contact

Enrol contact in program

Enrolls a contact in the selected program

Create contact data field

Creates a new contact data field

Create or update contact

Creates or updates a contact

Unsubscribe contact

Unsubscribes the specified contact

What is Salesforce?

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

CRM Popular

What is dotdigital?

dotdigital is a customer engagement platform that allows you to sync data from online or physical stores, personalize customer experiences with the right data, and convert clicks to conversions with surveys and landing pages.

Marketing Automation

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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