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Agile CRM + dotdigital Integration

Integrate Agile CRM to dotdigital in one click, or tell Integrately AI how you want each contact handled. Sync new contacts, add them to address books, enrol them in marketing programs, and keep your campaigns updated automatically.

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1.

Contact is created in Agile CRM
Tag is added to contact in Agile CRM
Deal is created in Agile CRM
Deal milestone is changed in Agile CRM
Task is created in Agile CRM
Event is created in Agile CRM
Case is created in Agile CRM
Survey response is received in dotdigital

2.

Create contact in Agile CRM
Update contact in Agile CRM
Add score to contact in Agile CRM
Add tag to contact in Agile CRM
Create deal in Agile CRM
Create task in Agile CRM
Add note in Agile CRM
Search contact in Agile CRM
Search company in Agile CRM
Create company in Agile CRM
Subscribe to campaign in Agile CRM
Add event in Agile CRM
Add contact to address book in dotdigital
Create contact in dotdigital
Search contact in dotdigital
Update contact in dotdigital
Unsubscribe contact in dotdigital
Enrol contact in program in dotdigital
Create contact data field in dotdigital
Create address book in dotdigital
Refresh segment in dotdigital
Send transactional email in dotdigital
Send campaign in dotdigital

Trusted by experts at...

Ready Workflows for Agile CRM + dotdigital Integration

Sync new contacts, update subscriber records, trigger marketing programs, and keep your lists organised, all in just one click.

Most popular automations

Create dotdigital contact for new Agile CRM contact

If you're using Agile CRM 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 contact is created in Agile CRM, 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.

See more

Update dotdigital contact from new Agile CRM contact

Agile CRM + dotdigital Integration

Unsubscribe contact in dotdigital for Deal is created in Agile CRM

Agile CRM + dotdigital Integration

When Contact is created in Agile CRM > Search contact in dotdigital > Check any condition > (If condition matches) > Update contact in dotdigital > (Else) > Create contact in dotdigital

Agile CRM + dotdigital Integration

When Contact is created in Agile CRM > Check any condition > Search contact in dotdigital > Check any condition > (If condition matches) > Update contact in dotdigital > (Else) > Create contact in dotdigital

Agile CRM + dotdigital Integration

When Contact is created in Agile CRM > Check condition > Create contact in dotdigital

Agile CRM + dotdigital Integration

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Agile CRM + dotdigital flow

Send instant notifications, log support tickets, and trigger downstream tasks as soon as your core automations complete. Pick a combination and activate it in one click.

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Shopify (4)

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Typeform (4)

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Mailchimp (4)

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Calendly (4)

+

Stripe (4)

+

Slack (4)

S

A

D

Create an Agile CRM contact for every new Shopify order, and add them to your dotdigital address book.

New Shopify orders automatically generate contacts in Agile CRM and add them to dotdigital address books without manual data entry.

S

A

D

When a Shopify customer is created, update the contact in Agile CRM and send a campaign in dotdigital.

New Shopify customers update Agile CRM records and trigger targeted dotdigital marketing campaigns instantly.

A

S

D

Enrol Shopify buyers in a dotdigital program when a deal is created in Agile CRM.

Shopify purchases trigger Agile CRM deals which then enrol customers in dotdigital marketing programs.

S

A

D

When a Shopify refund is processed, add a note in Agile CRM and unsubscribe the contact in dotdigital.

Refunded orders update Agile CRM records with notes and remove customers from active dotdigital mailing lists.

T

A

D

Add every Typeform response as a contact in Agile CRM, and enrol them in a dotdigital program.

Typeform submissions instantly create Agile CRM contacts and enrol respondents in dotdigital nurturing programs.

T

A

D

When a Typeform survey is completed, update the Agile CRM contact and send a transactional email in dotdigital.

Survey completions update contact details in Agile CRM and dispatch immediate confirmation emails via dotdigital.

T

A

D

Create a deal in Agile CRM when a Typeform lead qualifies, and add them to a dotdigital address book.

Qualified Typeform submissions create Agile CRM deals and populate dotdigital address books simultaneously.

T

A

D

Add tags in Agile CRM based on Typeform answers, and refresh the segment in dotdigital.

Typeform answers apply specific tags in Agile CRM and refresh targeted segments in dotdigital.

M

A

D

Sync new Mailchimp subscribers to Agile CRM as contacts, and add them to a dotdigital address book.

Mailchimp newsletter subscribers automatically populate Agile CRM contacts and dotdigital address books.

M

A

D

When a Mailchimp campaign is sent, update contact scores in Agile CRM and send a campaign in dotdigital.

Mailchimp campaign activity updates Agile CRM contact scores and coordinates dotdigital outreach.

M

A

D

Unsubscribe contacts in dotdigital when a Mailchimp subscription is cancelled, and update Agile CRM.

Mailchimp unsubscribes automatically update Agile CRM records and remove contacts in dotdigital.

M

A

D

When a Mailchimp tag is updated, add a tag in Agile CRM and refresh segments in dotdigital.

Mailchimp tag updates synchronise tag additions in Agile CRM and refresh dotdigital segments.

C

A

D

Create an Agile CRM contact for every Calendly booking, and add them to a dotdigital address book.

Calendly bookings instantly generate Agile CRM contacts and add attendees to dotdigital address books.

C

A

D

When a Calendly meeting is scheduled, create a deal in Agile CRM and enrol the invitee in a dotdigital program.

Calendly appointments create Agile CRM deals and enrol attendees in dotdigital engagement programs.

C

A

D

Create a task in Agile CRM when a Calendly meeting is booked, and send a confirmation via dotdigital.

Calendly bookings generate follow-up tasks in Agile CRM and trigger confirmation emails in dotdigital.

C

A

D

When a Calendly event is cancelled, update the Agile CRM contact and unsubscribe them in dotdigital.

Cancelled Calendly meetings update Agile CRM contact notes and remove participants from active dotdigital lists.

S

A

D

Create an Agile CRM contact for every successful Stripe payment, and add them to a dotdigital address book.

Successful Stripe payments automatically create Agile CRM contacts and add buyers to dotdigital address books.

S

A

D

When a Stripe subscription is created, create a deal in Agile CRM and enrol the customer in a dotdigital program.

Stripe subscriptions generate Agile CRM deals and trigger onboarding programs in dotdigital.

S

A

D

When a Stripe invoice payment fails, update the Agile CRM contact and send a notification via dotdigital.

Failed Stripe invoices update Agile CRM records and trigger warning notifications in dotdigital.

S

A

D

Add a score in Agile CRM when a Stripe payment is completed, and send a dotdigital campaign.

Completed Stripe payments add contact scores in Agile CRM and trigger marketing campaigns in dotdigital.

A

S

D

Post a Slack message when a contact is created in Agile CRM, and add them to a dotdigital address book.

New Agile CRM contacts trigger instant Slack channel alerts and populate dotdigital address books.

A

S

D

When a deal is created in Agile CRM, notify the sales team in Slack and enrol the contact in dotdigital.

New Agile CRM deals announce opportunities in Slack and trigger dotdigital customer journeys.

D

S

A

Send a Slack alert when a dotdigital survey response is received, and update the contact in Agile CRM.

Dotdigital survey responses notify team channels in Slack and update corresponding Agile CRM records.

A

S

D

When a task is created in Agile CRM, notify the team in Slack and send a transactional email in dotdigital.

Agile CRM tasks trigger team notifications in Slack and transactional communications via dotdigital.

Supported triggers and actions for Agile CRM and dotdigital

Mix and match to build the exact automation you need

Agile CRM Triggers & Actions

Contact is created in Agile CRM

Triggers the automation when a new contact is created

Tag is added to contact in Agile CRM

Triggers the automation when a tag is added

Deal is created in Agile CRM

Triggers the automation when a deal is created

Deal milestone is changed in Agile CRM

Triggers the automation when a deal milestone is changed

Task is created in Agile CRM

Triggers the automation when a new task is created

Event is created in Agile CRM

Triggers the automation when a new event is created

Case is created in Agile CRM

Triggers the automation when a new case is created

dotdigital Triggers & Actions

Survey response is received in dotdigital

What can you automate with Agile CRM + dotdigital?

Streamline your customer data and marketing campaigns by connecting Agile CRM and dotdigital for automated syncs and triggers.

What you can automate?

Get Started For Free

🔄

Sync new contacts from Agile CRM to dotdigital

Automatically create a corresponding contact in dotdigital whenever a new contact is created in Agile CRM, keeping your mailing lists updated without manual exports.

📝

Capture complete contact profiles and details

Transfer all submitted fields and custom attributes between Agile CRM and dotdigital so your marketing segments have access to comprehensive customer data.

🔔

Trigger instant notifications and updates

Keep your team informed the moment customer interactions or survey responses occur across your Agile CRM and dotdigital workflows.

🔀

Route contacts based on specific criteria

Apply conditional logic to direct contacts into different dotdigital address books or marketing programs depending on their Agile CRM tags or deal stages.

✏️

Keep contact records updated across platforms

Automatically update existing contact information in dotdigital whenever changes or updates occur in your Agile CRM database.

🛡️

Prevent duplicate records with search and update

Search for existing contacts before creating new entries, ensuring your Agile CRM and dotdigital databases remain clean and well-organised.

⏱️

Handle later status changes and responses

Trigger follow-up actions in Agile CRM when survey responses or engagement events are received in dotdigital.

🔌

Extend your workflow with Slack alerts

Connect Slack to your Agile CRM and dotdigital core flow to notify your team instantly when new contacts or survey responses arrive.

And much more...

Who is Agile CRM + dotdigital integration for?

Marketing and sales teams managing customer relationships and digital campaigns benefit from synchronised data and automated outreach across Agile CRM and dotdigital.

Marketing Managers

Sales Representatives

Campaign Specialists

CRM Administrators

Customer Success Teams

Operations Leads

📈

Marketing Managers

You're tracking campaign metrics in Agile CRM, but your dotdigital email lists are always out of sync with recent lead updates — this integration means every new contact syncs instantly and your segment targeting stays accurate.

⚡

Sales Representatives

You're waiting on manual contact exports to follow up with leads, but valuable hours pass before your email campaigns reach them — automating both apps means every prospect receives timely engagement without manual delays.

🎯

Campaign Specialists

You're launching targeted customer journeys, but disconnected contact records lead to duplicate emails and missed touchpoints — connecting these apps means your outreach stays targeted and fully aligned.

📊

CRM Administrators

You're managing high volumes of incoming customer data, but manual entry between Agile CRM and dotdigital creates persistent data gaps — with this integration, contact records and updates flow reliably across systems.

🤝

Customer Success Teams

You're monitoring customer engagement history, but feedback responses trapped in dotdigital never reach your CRM profiles — automating both apps means complete customer histories are always visible in Agile CRM.

📋

Operations Leads

You're auditing cross-platform workflows, but missing contact updates cause friction between sales outreach and marketing campaigns — this integration means every record update is reflected across both platforms in real time.

Try This Integration – No Code Needed

Our team

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 Agile CRM + dotdigital

Build and manage your Agile CRM + dotdigital automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

1,500+ apps connected

Connect Agile CRM + dotdigital 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

Select Automation

Select a trigger from Google Sheets

2

Connect Accounts

Connect Accounts

That’s it! You just connected Google Sheets to Trello

3

Automation is ready

Setup an action from Trello

Connect Agile CRM + dotdigital Now

In Just 1 Click!

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in $19.⁹⁹

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Frequently Asked Questions

How do I connect Agile CRM to dotdigital?

You can connect Agile CRM to dotdigital in 1 click using ready workflows on Integrately or by asking Integrately AI to build the automation for you. Simply select your pre-built template, connect your Agile CRM and dotdigital accounts, and activate your workflow instantly.

Can I automatically sync new Agile CRM contacts to dotdigital address books?

Can I connect Agile CRM, dotdigital, and Slack?

What is a good Zapier alternative for Agile CRM and dotdigital?

How do deal milestones in Agile CRM trigger dotdigital campaigns?

How are survey responses in dotdigital handled in Agile CRM?

Do I need coding skills to set up Agile CRM and dotdigital automations?

Is the Agile CRM and dotdigital integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or dotdigital With 1500+ Other Apps

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