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dotdigital + Workbooks CRM Integrations

How to connect dotdigital + Workbooks CRM

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Supported triggers and actions

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How dotdigital + Workbooks CRM Integrations Work

  1. Step 1: Authenticate dotdigital and Workbooks CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About dotdigital

dotdigital (formerly dotmailer) Engagement Cloud is an engagement platform that helps businesses engage customers across all touchpoints. Users can leverage data, surface powerful insights, and automate the customer journey using email, SMS, and more.
Learn More

Related categories

  • Marketing Automation
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workbooks logo
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About Workbooks CRM

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

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