dotdigital + Salesforce Integration

Integrate dotdigital to Salesforce in one click, or tell Integrately AI how you want each lead handled. Capture feedback, create records in Salesforce, update engagement data, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • dotdigital
    Survey response is received in dotdigital
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
Arrow Right
2.
  • 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
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for dotdigital + Salesforce Integration

Capture survey responses, create Salesforce leads, update customer records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
dotdigital + Salesforce Integration

Create Salesforce record for new dotdigital survey response

When you receive a new dotdigital survey response, automatically a record is created for you with the responses from dotdigital in Salesforce. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Salesforce with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
See more
Salesforce + dotdigital Integration

Create dotdigital contact for new Salesforce record

Are you tired of manually creating dotdigital contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create dotdigital contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic dotdigital {{action.Contact} creation!
See more
dotdigital + Salesforce Integration

Create Salesforce opportunity for new dotdigital survey response

Integrating your Salesforce with your dotdigital, can help you automatically create new opportunitys 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 - Salesforce 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.
See more
dotdigital + Salesforce Integration

Create Salesforce task for new dotdigital survey response

It's important to stay on top of your customer relationships, and one way to do that is to create Salesforce tasks for new dotdigital survey responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Salesforce task for new dotdigital survey response received today - your customers will thank you for it!
See more
  • 1of5
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 + Salesforce flow

Send feedback data to your CRM, alert support teams, update spreadsheets, and trigger follow-up tasks. Pick a combination and activate it in one click.

dotdigital
Salesforce
+
MailchimpMailchimp (4)
+
HubspotHubspot (4)
+
SlackSlack (4)
+
ZendeskZendesk (4)
+
Google SheetsGoogle Sheets (4)
+
TypeformTypeform (4)
D
S
M
Add survey responses from dotdigital to Salesforce and update Mailchimp subscribers instantly
Every dotdigital survey response creates a Salesforce lead and updates your Mailchimp audience list automatically.
S
D
M
When a Salesforce lead is created, send a dotdigital campaign and update Mailchimp
New Salesforce leads trigger dotdigital campaigns while keeping subscriber records synchronized in Mailchimp.
D
S
M
Update Salesforce contacts when dotdigital receives survey responses and sync with Mailchimp
Survey feedback updates Salesforce records and refreshes subscriber details in Mailchimp automatically.
S
D
M
Enrol dotdigital contacts in programs from Salesforce updates and log them in Mailchimp
Salesforce updates trigger dotdigital program enrolment and update your Mailchimp mailing list.

Supported triggers and actions for dotdigital and Salesforce

Mix and match to build the exact automation you need

dotdigital
dotdigital Triggers & Actions
Survey response is received in dotdigital
Try it →
Add contact to address book in dotdigital
Adds a contact to the address book
Try it →
Create contact in dotdigital
Adds a new contact to the database
Try it →
Search contact in dotdigital
Finds and retrieves contact information
Try it →
Update contact in dotdigital
Updates contact information with new details
Try it →
Unsubscribe contact in dotdigital
Removes contact from mailing list
Try it →
Enrol contact in program in dotdigital
Triggers the automation when a new survey response is received
Try it →
Create contact data field in dotdigital
Generates a new field for storing contact information
Try it →
Create address book in dotdigital
Creates a new digital address book
Try it →
Refresh segment in dotdigital
Refreshes a segment
Try it →
Send transactional email in dotdigital
Sends a reply
Try it →
Send campaign in dotdigital
Sends out a pre-designed campaign to targeted recipients
Try it →
Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it →
Record is created in Salesforce
Triggers the automation when a new record is created
Try it →
Record is updated in Salesforce
Triggers the automation when any record is updated
Try it →
Lead is created in Salesforce
Triggers the automation when a new lead is created
Try it →
Lead is updated in Salesforce
Triggers the automation when the lead information is updated
Try it →
Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it →
Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it →
Task is created in Salesforce
Triggers the automation when a new task is created
Try it →
Task is updated in Salesforce
Triggers the automation when any task is updated
Try it →
Contact is updated in Salesforce
Triggers the automation when a contact is updated
Try it →
Contact is created in Salesforce
Triggers the automation when a new contact is created
Try it →
Account is created in Salesforce
Triggers the automation when a new account is created
Try it →
Account is updated in Salesforce
Triggers the automation when an account is updated
Try it →
Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it →
Case is created in Salesforce
Triggers the automation when a new case is created
Try it →
Case is updated in Salesforce
Triggers the automation when any case is updated
Try it →
Quote is created in Salesforce
Triggers the automation when a new quote is created
Try it →
Quote is updated in Salesforce
Triggers the automation when any quote is updated
Try it →
Get records by ID in Salesforce
Retrieves a record based on its id
Try it →
Create record in Salesforce
Generates a new record
Try it →
Search record using query in Salesforce
Searches for a record using the query provided by the user
Try it →
Update record in Salesforce
Updates a record with new information
Try it →
Search record in Salesforce
Searches for a record within a given database
Try it →
Create lead in Salesforce
Generates new leads for potential customers
Try it →
Update lead in Salesforce
Updates the lead information
Try it →
Search lead in Salesforce
Retrieves information for a particular lead
Try it →
Create contact in Salesforce
Adds a new contact to the database
Try it →
Update contact in Salesforce
Updates contact information with new details
Try it →
Search contact in Salesforce
Finds and retrieves contact information
Try it →
Create opportunity in Salesforce
Creates a new instance of the support system
Try it →
Update opportunity in Salesforce
Updates the opportunity details as needed
Try it →
Search opportunity in Salesforce
Searches for a opportunity
Try it →
Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
Try it →
Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
Try it →
Create account in Salesforce
Generates a new account
Try it →
Search account in Salesforce
Searches for account information
Try it →
Update account in Salesforce
Updates account information
Try it →
Create task in Salesforce
Creates a new task
Try it →
Update task in Salesforce
Updates the task with new information or changes
Try it →
Search task in Salesforce
Searches for a task
Try it →
Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
Try it →
Create case in Salesforce
Generates a new case entry
Try it →
Update case in Salesforce
Updates case details based on new information received
Try it →
Search case in Salesforce
Searches for a case record
Try it →
Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
Try it →
Search quote in Salesforce
Searches for a quote
Try it →

What can you automate with dotdigital + Salesforce?

Streamline customer data synchronization by connecting survey responses, lead creation, and contact updates across both platforms.

What you can automate?
🔄
Sync survey responses to CRM records instantly
Turn every dotdigital survey response into a new lead or contact inside Salesforce automatically without manual data entry.
📋
Capture every submitted feedback field
Map all survey answers and custom fields from dotdigital into corresponding Salesforce record fields instead of just basic contact info.
🔔
Alert team members the moment activity occurs
Trigger instant notifications in messaging tools or email inboxes whenever a dotdigital survey response creates a Salesforce lead.
🔀
Route records based on submitted criteria
Apply conditional rules so high-value survey responses create priority Salesforce leads while standard submissions update existing contacts.
⏱️
Keep CRM contact details up to date
Automatically update existing Salesforce records whenever dotdigital contact information or subscriber preferences change.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Salesforce before creating a new record, updating their information cleanly.
📊
Manage program enrolments and campaigns
Enrol contacts in dotdigital programs automatically when specific opportunity stages or lead statuses change in Salesforce.
🌐
Extend workflows to your wider tech stack
Send dotdigital and Salesforce data to Google Sheets, Slack, or support tools for comprehensive reporting and team alerts.
And much more...

Who is dotdigital + Salesforce integration for?

Teams managing customer engagement and CRM records use this integration to eliminate manual data entry, accelerate response times, and keep data synchronized.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations leads
Operations leads
Sales development reps
Sales development reps
Data compliance officers
Data compliance officers
📈
Performance marketers
You're running engagement campaigns across multiple channels but your CRM data only updates when someone manually exports contact lists, so the audience segments you're optimising against are always a few hours behind — with this integration, every dotdigital response lands in Salesforce instantly and your data stays current.
Sales representatives
You need to act fast on customer survey feedback, but you find out about submitted responses too late because records are stuck in engagement platforms — connecting these apps means every survey response creates a Salesforce lead immediately and your sales pipeline stays updated.
🤝
Account managers
You answer to clients who want to see their engagement history reflected in CRM records, but manual copy-pasting leaves gaps in your pipeline history — automating both apps means client interactions sync automatically and account overviews remain accurate.
📊
Operations leads
The volume of customer survey responses and CRM records is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned leads — with this integration, every workflow runs automatically without manual intervention.
🎯
Sales development reps
You own the outreach step and depend on marketers to hand over lead data from engagement campaigns, causing bottlenecks in your daily prospecting — automating both apps means new leads appear in Salesforce the moment campaigns trigger.
🔍
Data compliance officers
You need a reliable history of customer interactions across your tech stack, but manual record updates keep introducing errors and missing fields — this integration means every dotdigital action logs correctly in Salesforce without data gaps.
Our team

Ready Workflows 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 dotdigital + Salesforce

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

1,500+ apps connected
1,500+ apps connected
Connect dotdigital + Salesforce 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect dotdigital to Salesforce?
Frequently Asked Questions
You can connect dotdigital to Salesforce in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking tools like Slack, HubSpot, and Google Sheets.
Can I automatically create Salesforce leads from dotdigital survey responses?
Frequently Asked Questions
Can I connect dotdigital, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for dotdigital and Salesforce?
Frequently Asked Questions
How does dotdigital handle survey response data during integration?
Frequently Asked Questions
Can I update existing Salesforce contacts when dotdigital data changes?
Frequently Asked Questions
Do I need coding skills to automate dotdigital and Salesforce?
Frequently Asked Questions
Is the dotdigital and Salesforce integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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 dotdigital or Salesforce With 1500+ Other Apps

dotdigital
Popular dotdigital Integrations
Connect dotdigital to email tools, marketing platforms, and analytics apps to manage your customer engagement campaigns.
Salesforce
Popular Salesforce Integrations
Sync Salesforce with accounting, project management, and reporting tools to keep customer data working across your stack.