Skip to content

Integrations

Your tools get the scans.

Send scan alerts and a weekly digest to Slack, create codes with a slash command, turn form answers and card leads into HubSpot or Salesforce records, and see Shopify revenue by code. Zapier and Make still cover everything else.

  1. 01

    Connect from Settings

    Sign in to the other app and approve what Dotwick may do. The tokens are encrypted and never shown again.

  2. 02

    Choose what flows

    Pick Slack channels for your alert rules, map form and card fields onto your CRM’s properties, or pick the Shopify shop whose orders to read.

  3. 03

    Work from where you are

    Type /dotwick in Slack to create a code or see how one is doing. New leads appear in your CRM with their source set to Dotwick.

  4. 04

    Stay in control

    Every call is logged with its result for 30 days. Disconnect an app at any time and its tokens are deleted.

What each one does

  • Slack: scan alerts to a channel, a weekly digest, and /dotwick create, stats and help.
  • HubSpot: a contact is created or updated by email from a form answer or a card lead.
  • Salesforce: a lead or a contact with its source set to Dotwick, in production or in a test environment.
  • A scan reaches a CRM record only when the code is tied to that record or the scan produced a lead. Anonymous scans are never sent.
  • Shopify: orders and refunds by code, read only. Customers, addresses and line items are never read.

Only what the job needs

Slack gets the text of an alert and a short link, not scan records. A CRM gets the contact someone agreed to share, and a timeline entry for a scan only when it belongs to that person. Shopify tells us an order’s total, currency, number and landing page. We never read who bought.

Which plans have it

This table is read from the plans themselves, so it is always the current one.

FeatureFreeStarterProBusinessEnterprise
Slack app——yesyesyes
HubSpot and Salesforce apps———yesyes
Revenue by code and the Shopify app———yesyes
Zapier and Make——yesyesyes

Questions.

Are these apps available now?
They roll out one at a time, as each marketplace approves its listing. Until then Zapier and Make cover the same triggers.
Can anyone in Slack create codes?
Only people who link their Dotwick member first. The command runs with that member’s role, so a viewer cannot create anything.
What does my CRM receive?
A contact or lead from a form answer or a card lead, mapped onto the fields you choose, and a timeline entry for a scan that belongs to that contact. Nothing else.
Does Shopify see my customers?
No. The app reads order totals, currencies, numbers and the landing page, and it answers Shopify’s privacy requests by confirming it holds no customer data.