Integrate Salesflare with dotdigital

Send information between Salesflare and dotdigital automatically, without writing any code, using Zoho Flow.

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Add a new contact in dotdigital whenever a new contact is added in Salesflare

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in dotdigital each time a new contact is created in Salesflare.

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

Salesflare + dotdigital

Build your own integrations between Salesflare and dotdigital

Connect Salesflare and dotdigital with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesflare and dotdigital using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New account

Triggers when a new account is created

New task

Triggers when a new task is created

New opportunity

Triggers when a new opportunity is created

New contact

Triggers when a new contact is created

Survey response added

Triggers when a new response is added in the selected survey

All Actions - Actions are the automated tasks

Create account

Creates a new account

Create call

Creates a new call

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Create task

Creates a new task

Create meeting

Creates a new meeting

Add user to account

Adds an existing user to the selected account

Add contact to account

Adds an existing contact to the selected account

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch user

Fetches a user by ID, name, or email

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch person

Fetches a person by ID, name, or email

Enrol contact in program

Enrolls a contact in the selected program

Refresh segment

Refreshes an existing segment

Send campaign to address book

Sends a campaign to the selected address book

Create contact data field

Creates a new contact data field

Create address book

Creates a new address book

Send campaign to contact

Sends a campaign to the specified contact

Create or update contact

Creates or updates a contact

Send transactional email

Sends a transactional email

Unsubscribe contact

Unsubscribes the specified contact

What is Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

CRM

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.

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.

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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 >

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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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