Connect Dotdigital and Close to Build Intelligent Automations

Choose a Trigger

Dotdigital

When this happens...

Choose an Action

Close

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

Action is the task that follows automatically within your Dotdigital integrations.

Create a List

Create a List

Creates a list.

Create Contact Data Field

Create Contact Data Field

Creates a contact data field within the account.

Refresh Segment

Refresh Segment

Refreshes a segment.

Send Email Campaign

Send Email Campaign

Send a marketing email to a contact.

Send SMS

Send SMS

Send a marketing SMS to a contact.

Send Transactional Email

Send Transactional Email

Sends a transactional email.

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Frequently Asked Questions

How do I start an integration between Dotdigital and Close?

To start, connect both your Dotdigital and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Dotdigital triggers actions in Close (or vice versa).

Can we customize how data from Dotdigital is recorded in Close?

Absolutely. You can customize how Dotdigital data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Dotdigital and Close?

The data sync between Dotdigital and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Dotdigital to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Dotdigital and Close?

Yes, you can set conditional logic to control the flow of data between Dotdigital and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Dotdigital

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.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

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