Connect Dotdigital and Capsule CRM
Integrate Dotdigital with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a List in Dotdigital when New or Updated Contact in Capsule CRM
Create Contact Data Field in Dotdigital when New or Updated Contact in Capsule CRM
Refresh Segment in Dotdigital when New or Updated Contact in Capsule CRM
Send Email Campaign in Dotdigital when New or Updated Contact in Capsule CRM
Send SMS in Dotdigital when New or Updated Contact in Capsule CRM
Popular Dotdigital + Capsule CRM flows
Start from a real workflow other teams are already running.
Create a List in Dotdigital when New or Updated Contact in Capsule CRM
Use this flowCreate Contact Data Field in Dotdigital when New or Updated Contact in Capsule CRM
Use this flowRefresh Segment in Dotdigital when New or Updated Contact in Capsule CRM
Use this flowSend Email Campaign in Dotdigital when New or Updated Contact in Capsule CRM
Use this flowSend SMS in Dotdigital when New or Updated Contact in Capsule CRM
Use this flowSend Transactional Email in Dotdigital when New or Updated Contact in Capsule CRM
Use this flowUnsubscribe Contact in Dotdigital when New or Updated Contact in Capsule CRM
Use this flowCreate a List in Dotdigital when New or Updated Opportunity in Capsule CRM
Use this flowCreate Contact Data Field in Dotdigital when New or Updated Opportunity in Capsule CRM
Use this flowRefresh Segment in Dotdigital when New or Updated Opportunity in Capsule CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Dotdigital and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
New or Updated Task
Triggers when a given action is performed on a Task.
New or Updated Users
Triggers when a given action is performed on a user.
Do thisActions
Action is the task that follows automatically within your Dotdigital integrations.
Create a List
Creates a list.
Create Contact Data Field
Creates a contact data field within the account.
Refresh Segment
Refreshes a segment.
Send Email Campaign
Send a marketing email to a contact.
Send SMS
Send a marketing SMS to a contact.
Send Transactional Email
Sends a transactional email.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Dotdigital
Dotdigital is a leading marketing automation platform that empowers businesses to engage with their customers through email, SMS, and other digital channels. It provides tools for creating personalized marketing campaigns, automating customer journeys, and analyzing campaign performance to drive better engagement and conversions.
Learn more
About Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Dotdigital and Capsule CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Dotdigital and Capsule CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Capsule CRM. No coding required.
Yes. You can set up a workflow where Dotdigital triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Dotdigital. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Dotdigital and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Dotdigital and Capsule CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
