Connect telecrm and Dotdigital to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Create a List
Create Contact Data Field
Refresh Segment
Send Email Campaign
Send SMS
Send Transactional Email
Unsubscribe Contact
Ready to use telecrm and Dotdigital automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Create a List
Creates a list.
Create Contact Data Field
Creates a contact data field within the account.
Refresh Segment
Refreshes a segment.
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Frequently Asked Questions
To start, connect both your telecrm and Dotdigital accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Dotdigital (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Dotdigital. This includes choosing which data fields go into which fields of Dotdigital, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Dotdigital typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between telecrm and Dotdigital. 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.
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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