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Integrate Zoho CRM with dotdigital
Send information between Zoho CRM and dotdigital automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact in dotdigital whenever a new contact is created in Zoho CRM
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 Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- 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 Zoho CRM
Zoho CRM + dotdigital
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Build your own integrations between Zoho CRM and dotdigital
Connect Zoho CRM 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 Zoho CRM and dotdigital using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New contact
Triggers when a new contact is created
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Updated module entry
Triggers when an entry is updated in the selected module
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New lead
Triggers when a new lead is created
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New user
Triggers when a new user is created
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New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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Updated deal
Triggers when an existing deal is updated
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New module
Triggers when a new module is created
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Entry created or updated
Triggers when a record entry is created or updated
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New note
Triggers when a new note is added
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User created or updated
Triggers when the details of an existing user are created or updated
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Survey response added
Triggers when a new response is added in the selected survey
All Actions - Actions are the automated tasks
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Send mail merge
Sends a mail merge with details of the selected record
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Draft email template
Drafts an email based on the selected template
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Update module entry
Updates the specified module entry
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Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
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Send email template
Sends an email to the specified users
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Convert lead to contact
Converts a lead to a contact
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Add user
Adds a new user
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Add tags
Adds tags to the specified record
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Remove tags
Removes tags from the specified record
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Raise signal
Raises a signal to Zoho CRM
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Add note
Adds a note to the selected module
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Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
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Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
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Update related module entry
Relates an entry in this module with an entry in another module
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Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
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Update user
Updates the details of an existing user based on user ID
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Fetch email template
Fetches an email template by name
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Fetch contact
Fetches a contact by email address, unique ID, or name
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Fetch lead
Fetches a lead by email address or unique ID
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Fetch account
Fetches an account by its name or unique ID
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Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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Fetch event
Fetches an event by its title or unique ID
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Fetch user
Fetches the details of an existing user by name or email address
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Clone module entry
Clones an existing module entry
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Fetch inventory template
Fetches an inventory template using ID
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Cancel call
Cancels a event
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Delete module entry
Deletes the specified entry
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Fetch product
Fetches a product by its name or unique ID
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Fetch module entry
Fetches a module entry by the specified values
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Enrol contact in program
Enrolls a contact in the selected program
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Refresh segment
Refreshes an existing segment
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Send campaign to address book
Sends a campaign to the selected address book
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Create contact data field
Creates a new contact data field
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Create address book
Creates a new address book
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Send campaign to contact
Sends a campaign to the specified contact
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Create or update contact
Creates or updates a contact
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Send transactional email
Sends a transactional email
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Unsubscribe contact
Unsubscribes the specified contact
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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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.
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