Freshworks CRM (Freshsales Suite) + dotdigital Integration

Integrate dotdigital to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each contact handled. Capture survey responses, create contacts in Freshworks CRM (Freshsales Suite), update deal details, and alert your sales team automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • dotdigital
    Survey response is received in dotdigital
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2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • 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

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Ready Workflows Ready Workflows for dotdigital + Freshworks CRM (Freshsales Suite) Integration

Capture survey responses, create or update contacts, sync deals, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Freshworks CRM (Freshsales Suite) + dotdigital Integration

Create dotdigital contact for new Freshworks CRM (Freshsales Suite) contact

If you're using Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite), 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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Activate
dotdigital + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal for new dotdigital survey response

Integrating your Freshworks CRM (Freshsales Suite) with your dotdigital, can help you automatically create new deals based on survey responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This dotdigital - Freshworks CRM (Freshsales Suite) integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Activate
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Got a different task in mind? Describe it

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

Connect more apps to your dotdigital + Freshworks CRM (Freshsales Suite) flow

Sync customer data with marketing, support, and communication tools to streamline your entire revenue pipeline. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
dotdigital
+
HubspotHubspot (4)
+
ShopifyShopify (3)
+
TypeformTypeform (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
MailchimpMailchimp (3)
H
D
F
Add every new Hubspot contact to dotdigital and create a contact in Freshworks CRM (Freshsales Suite)
New HubSpot contacts immediately update dotdigital and Freshworks CRM (Freshsales Suite), eliminating manual data entry across platforms.
F
D
H
When a deal is created in Freshworks CRM (Freshsales Suite), update contact in dotdigital and create a task in HubSpot
New deals in Freshworks CRM (Freshsales Suite) update dotdigital contacts and open follow-up tasks in HubSpot automatically.
D
F
H
When a survey response is received in dotdigital, create a contact in Freshworks CRM (Freshsales Suite) and log a note in HubSpot
Survey responses in dotdigital generate Freshworks CRM (Freshsales Suite) contacts and record notes in HubSpot instantly.
H
C
D
F
Use ChatGPT to analyse every new HubSpot contact, update dotdigital, and create a deal in Freshworks CRM (Freshsales Suite)
ChatGPT analyses new HubSpot contacts before updating dotdigital and creating deals in Freshworks CRM (Freshsales Suite).

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and dotdigital

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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dotdigital
dotdigital Triggers & Actions
Survey response is received in dotdigital
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Add contact to address book in dotdigital
Adds a contact to the address book
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Create contact in dotdigital
Adds a new contact to the database
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Search contact in dotdigital
Finds and retrieves contact information
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Update contact in dotdigital
Updates contact information with new details
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Unsubscribe contact in dotdigital
Removes contact from mailing list
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Enrol contact in program in dotdigital
Triggers the automation when a new survey response is received
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Create contact data field in dotdigital
Generates a new field for storing contact information
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Create address book in dotdigital
Creates a new digital address book
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Refresh segment in dotdigital
Refreshes a segment
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Send transactional email in dotdigital
Sends a reply
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Send campaign in dotdigital
Sends out a pre-designed campaign to targeted recipients
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What can you automate with dotdigital + Freshworks CRM (Freshsales Suite)?

Streamline your customer engagement and sales workflows with powerful automated triggers and actions.

What you can automate?
🎯
Sync survey responses to create CRM contacts automatically
Turn every survey response received in dotdigital into a brand new contact in Freshworks CRM (Freshsales Suite) without any manual data entry.
📋
Capture every submitted field in detail
Map all available respondent answers into your CRM notes and fields instead of only capturing basic names and email addresses.
🔔
Tell the right team member instantly
Send automated alerts to your sales channel whenever a high-value deal or important survey submission is recorded.
🔀
Route records based on submitted attributes
Execute different follow-up actions depending on the specific tiers or criteria submitted by your contacts.
🔄
Keep destination records fully updated
Ensure that changes made to contact details or deal stages in one platform reflect immediately across the other.
🔍
Search and update instead of creating duplicates
Check existing records before creating new entries to maintain clean databases and prevent duplicate contacts.
📊
Handle later status changes smoothly
Automatically trigger downstream updates whenever a deal status shifts or a task is marked as completed.
💬
Extend your flow with messaging apps
Pass automated data from your core pair directly into communication tools like Slack to keep your entire organisation informed.
And much more...

Who is dotdigital + Freshworks CRM (Freshsales Suite) integration for?

Revenue teams, marketers, and sales leaders who need synchronized customer engagement data and streamlined deal pipelines benefit from seamless data flow.

Marketing Analysts
Marketing Analysts
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Customer Success Teams
Customer Success Teams
RevOps Specialists
RevOps Specialists
Data Compliance Officers
Data Compliance Officers
📈
Marketing Analysts
You're pulling campaign metrics across engagement channels but your reporting sheet only updates when someone manually exports survey responses, so the counts you're reviewing are always outdated — with this integration, every new response updates your records instantly and your data stays current.
⚡
Sales Representatives
You need to act fast on incoming prospect signals, but leads sit in engagement platforms until someone remembers to copy them over, so you find out about high-value contacts too late — with this integration, every new contact lands in your CRM instantly and your response time improves.
📋
Account Managers
You answer to clients who want to see active deal progress and updated records, but scattered customer data forces you to spend hours reconciling files — with this integration, every deal update flows smoothly between platforms and your account history remains pristine.
🚀
Customer Success Teams
The volume of inbound survey submissions is too high for anyone to keep up with by hand, leading to missed feedback and delayed follow-ups — with this integration, every submission is processed automatically and your team stays focused on customer care.
🔄
RevOps Specialists
You own the next step in the pipeline and depend on upstream marketing tools to hand over clean contact details, but manual transfers introduce constant errors — with this integration, every record maps accurately and your handoffs become completely reliable.
🗂️
Data Compliance Officers
You need a reliable history of customer interactions across systems, but manual entry keeps leaving noticeable gaps in your contact databases — with this integration, every update is logged synchronously and your audit trails stay complete.
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + dotdigital

Build and manage your Freshworks CRM (Freshsales Suite) + 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 Freshworks CRM (Freshsales Suite) + 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect dotdigital to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect dotdigital to Freshworks CRM (Freshsales Suite) using 1-click automation setup on Integrately. Choose from popular apps like Hubspot, Shopify, and Slack, or ask Integrately AI to build the integration for you.
Can I automatically sync dotdigital survey responses to Freshworks CRM (Freshsales Suite) contacts?
Frequently Asked Questions
Can I connect dotdigital, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for dotdigital and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does dotdigital handle survey responses and contact records here?
Frequently Asked Questions
How are contact and deal updates managed in Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Do I need coding skills to automate dotdigital and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the dotdigital and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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