dotdigital

dotdigital + Workbooks CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect dotdigital and Workbooks CRM, with as many as 57 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect dotdigital + Workbooks CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Survey Response

Triggers when a survey of your choice receives a new response.

Send Campaign

Send a campaign to a given contact.

Posted Invoice

Triggers when an invoice is complete and its status posted.

Enrol Contact in Program

This operation enrols a given contact into an automation program.

New Case

Triggers when a new case is created.

Create or Update Contact

Creates a new contact, updates an existing one or adds contact to a given address book.

New Person

Triggers when a new person is created.

Create Contact Data Field

Creates a contact data field within the account.

New Sales Lead

Triggers when a new sales lead is created.

Unsubscribe Contact

Unsubscribes contact from account.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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

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.

See Workbooks CRM Integrations