Dotdigital

Keep your contact lists up to date by synchronising your Salesforce and Marketing accounts.

Synchronise contacts or leads from Salesforce to Marketing

Synchronise any new leads captured in Marketing to your Salesforce account.

Create new leads from Marketing to Salesforce

Learn about the changes made to Contact and Lead pages when using the Marketing for Salesforce connector.

Contacts and Leads pages in Marketing for Salesforce

Learn about Email address books in Salesforce and how they interact with your Marketing account.

Email address books in Marketing for Salesforce

Learn more about Salesforce campaigns and how they work within the Dotdigital Marketing connector.

Salesforce campaigns in Marketing for Salesforce

Learn how suppressions and resubscribes are handled in Dotdigital Marketing for Salesforce.

Suppressions and resubscribes in Marketing for Salesforce

Learn how Person accounts are affected by the Dotdigital Marketing for Salesforce connector.

Use person accounts with Marketing for Salesforce

Gareth Burroughes

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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