Skip to Content

Connect Salesforce and Dotdigital

Connecting Salesforce and Dotdigital for a company could enable the transfer of customer data and marketing insights between the two platforms. This could support coordinated sales and marketing activities, such as using CRM data to inform targeted email campaigns or capturing engagement data from Dotdigital to update customer records in Salesforce.

You can build this integration on the System2System platform. We design the connection between Salesforce and Dotdigital around the way you work — not as an off-the-shelf connector, but to fit your systems.

Contact us

Why connect Salesforce and Dotdigital?

A company that uses both Salesforce and Dotdigital could benefit from enabling data exchange between the two systems. If they remain isolated, users may need to enter or update customer and marketing data in both platforms separately, which increases the chance of errors and inconsistent records. Without a connection, sales and marketing teams could end up working with outdated or mismatched information, which could undermine campaign effectiveness and lead to poor customer experiences or missed sales opportunities. If a connection were established, it could allow information such as contact details, lead or customer status, and campaign engagement data to be shared between Salesforce and Dotdigital. This could support more accurate targeting, timely follow-ups, and improved reporting across both sales and marketing functions. The specific data that can be exchanged would depend on what each system makes available through its API and should be defined according to the needs and technical constraints of each business situation.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what Salesforce and Dotdigital make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.

About these systems

Read more about each system and what it can be connected to

Looking to connect these systems?

Talk to us about what your setup needs. No obligation.

Contact us