Connect Dotdigital and upilot to Build Intelligent Automations

Choose a Trigger

Dotdigital

When this happens...

Choose an Action

upilot

Automatically do this!

Enable Integrations or automations with these events of Dotdigital and upilot

Enable Integrations or automations with these events of Dotdigital and upilot

Actions

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 upilot?

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

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

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

How often does the data sync between Dotdigital and upilot?

The data sync between Dotdigital and upilot 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 upilot?

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 upilot?

Yes, you can set conditional logic to control the flow of data between Dotdigital and upilot. 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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upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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