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Set up your first integration
Quickly connect Dotdigital to SugarCRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dotdigital with SugarCRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Campaign Activity" from Dotdigital.
Add your action
An action happens after the trigger—such as "Create Record" in SugarCRM.
You’re connected!
Zapier seamlessly connects Dotdigital and SugarCRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Campaign Activity
Triggers when a campaign has new activity.
Try ItTriggerPolling - CampaignRequired
Try ItTriggerPolling- Contact Modified
Triggers when a new contact is modified.
Try ItTriggerPolling - Contact Unsubscribed
Triggers when a contact has unsubscribed.
Try ItTriggerPolling
- CampaignRequired
Try ItTriggerPolling- Contact Created
Triggers when a new contact is created.
Try ItTriggerPolling - Suppression ReasonRequired
Try ItTriggerPolling- SurveyRequired
Try ItTriggerPolling
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Frequently Asked Questions about Dotdigital + SugarCRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dotdigital and SugarCRM
How do I connect Dotdigital with SugarCRM?
To connect Dotdigital with SugarCRM, you will need to create a new API user within Dotdigital and then configure the connection within SugarCRM by entering the API credentials. Once you have these details, sign into your SugarCRM account, navigate to the admin panel and select 'Email Marketing.' Here, you'll find the option to enter your Dotdigital credentials to establish the connection.
What are the triggers available for the Dotdigital and SugarCRM integration?
When integrating Dotdigital with SugarCRM, key triggers include creating or updating a contact in SugarCRM or receiving new campaign data from Dotdigital. These triggers can initiate actions such as sending automated emails or updating customer records in both platforms.
Can I automate email campaigns using this integration?
Yes, you can automate email campaigns by setting up triggers based on specific events in SugarCRM. For example, when a new lead is added or an existing customer updates their preferences, we can trigger an email campaign through Dotdigital automatically.
How does data sync between Dotdigital and SugarCRM work?
The data sync between Dotdigital and SugarCRM is bidirectional. This means when you update a contact's information in one platform, we will automatically update it in the other. You can set specific sync schedules or trigger real-time updates based on certain actions such as email opens or clicks.
What actions can be performed when a trigger event occurs?
Upon a trigger event like adding a new lead in SugarCRM, we can perform various actions including sending personalized emails via Dotdigital, updating contact records across both platforms, and organizing contacts into specific lists for targeted marketing campaigns.
Do I need any technical expertise to use this integration?
While some basic understanding of both platforms can be helpful, our integration is designed to be user-friendly requiring minimal technical expertise. Detailed guides and our support team are available if needed during setup or operation.
Is it possible to track email engagement metrics through this integration?
Yes, tracking email engagement metrics such as opens, clicks, and bounces is possible through this integration. These insights from Dotdigital are synced back to your SugarCRM system allowing you to analyze campaign performance directly from your CRM interface.
