Workbooks CRM + dotdigital Integration

If you're using Workbooks 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 Workbooks 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.

When someone completes your dotdigital, a new contact is automatically created in your Workbooks CRM. This way, you can quickly follow up with the survey response and turn them into a customer!

Plus, all of the information from the dotdigital is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a dotdigital - Workbooks CRM integration set up makes it easy to manage your customer relationships and grow your business.

It's important to stay on top of your customer relationships, and one way to do that is to create Workbooks CRM 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 Workbooks CRM task for new dotdigital survey response received today - your customers will thank you for it!