Salesforce Marketing Cloud + Customerly Integration

Integrate Customerly to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each lead handled. Create data extension records, send transactional emails, validate email addresses, and sync your marketing channels automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
Arrow Right
2.
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly

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Ready Workflows Ready Workflows for Customerly + Salesforce Marketing Cloud Integration

Capture new leads, insert data extension records, trigger transactional emails, validate addresses, and sync subscriber lists, all in just one click.

Most popular automationsmost-popular-automations
Customerly + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Customerly contact

Anytime a new contact is added to your Customerly, automatically send them a email through Salesforce Marketing Cloud letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Customerly - Salesforce Marketing Cloud integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Customerly + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact for new Customerly contact

If you're using Customerly to manage your sales leads, it's important to also use Salesforce Marketing Cloud to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Customerly, a corresponding contact will automatically be created in Salesforce Marketing Cloud.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Customerly + Salesforce Marketing Cloud flow

Bring order data, analytics, payments, and team alerts into your workflow. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
Customerly
+
ShopifyShopify (4)
+
Google Analytics 4Google Analytics 4 (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
TypeformTypeform (4)
+
SlackSlack (4)
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Create a Customerly user from every new Shopify order, and insert a data extension record in Salesforce Marketing Cloud
Every new Shopify order creates a user in Customerly and inserts a data extension record in Salesforce Marketing Cloud automatically.
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When a Shopify customer is created, create a lead in Customerly and validate the email address in Salesforce Marketing Cloud
New Shopify customers are added to Customerly as leads while Salesforce Marketing Cloud validates their email address.
S
C
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Send transactional emails via Salesforce Marketing Cloud when a Shopify order is fulfilled and update Customerly
Fulfill orders in Shopify, update Customerly users, and trigger transactional emails in Salesforce Marketing Cloud instantly.
S
C
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Upsert Salesforce Marketing Cloud data extension records from Shopify orders and tag Customerly users
Shopify order events update Salesforce Marketing Cloud data extensions and add relevant tags to Customerly users.

Supported triggers and actions for Salesforce Marketing Cloud and Customerly

Mix and match to build the exact automation you need

Salesforce Marketing Cloud
Salesforce Marketing Cloud Triggers & Actions
No trigger is available
Insert data extension record in Salesforce Marketing Cloud
Adds a new record to a data extension within a particular system
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Upsert data extension record in Salesforce Marketing Cloud
Updates or inserts a record into a data extension to ensure that it's up-to-date
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Sends transactional email using TriggerSend in Salesforce Marketing Cloud
Sends a transactional email using triggersend
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Create subscriber in Salesforce Marketing Cloud
Adds new users to the subscription list
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Validate email address in Salesforce Marketing Cloud
Confirm the validity of an email address
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Customerly
Customerly Triggers & Actions
Instant
Lead is created in Customerly
Triggers the automation when a new lead is created
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Instant
User is created in Customerly
Triggers the automation when a new user is created
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Instant
User is tagged in Customerly
Triggers the automation when a user is tagged
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Instant
User is unsubscribed in Customerly
Triggers the automation when a user is unsubscribed
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Instant
Lead converted to user in Customerly
Triggers the automation when a lead is successfully converted into a user
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Create user in Customerly
Generates a new user account
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Add tag to user in Customerly
Assigns a tag to a user based on particular criteria
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Create lead in Customerly
Generates new leads for potential customers
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What can you automate with Customerly + Salesforce Marketing Cloud?

Streamline your customer engagement and marketing operations by connecting your CRM and email marketing platforms.

What you can automate?
🔄
Sync Customerly leads to Salesforce Marketing Cloud automatically
Create a Salesforce Marketing Cloud data extension record every time a new lead is created in Customerly. Eliminate manual exports and keep your marketing lists synchronized.
📋
Capture every submitted field and user attribute
Map all available Customerly user attributes and form answers into Salesforce Marketing Cloud data extension columns instead of just basic contact info.
🔔
Notify your marketing team instantly
Alert team members in Slack or trigger immediate team notifications whenever high-value leads are created or converted in Customerly.
🔀
Route records based on user tags and fields
Execute different Salesforce Marketing Cloud actions depending on tags assigned in Customerly, such as routing VIP leads to specialized data extensions.
🔄
Keep destination records up to date
Automatically update existing Salesforce Marketing Cloud subscriber records and data extensions whenever Customerly user profiles change.
🛡️
Upsert records to prevent duplicates
Use upsert operations in Salesforce Marketing Cloud to update existing subscriber entries instead of creating duplicate records for returning users.
Trigger transactional emails on status changes
Send targeted transactional emails using TriggerSend in Salesforce Marketing Cloud whenever a user unsubscribes or changes status in Customerly.
🌐
Extend flows to popular supporting apps
Connect Customerly and Salesforce Marketing Cloud with tools like Shopify, Stripe, or Typeform to build powerful multi-step operational pipelines.
And much more...

Who is Customerly + Salesforce Marketing Cloud integration for?

Teams managing customer engagement and marketing campaigns benefit from instant data synchronization between CRM records and enterprise marketing platforms.

Performance marketers
Performance marketers
Customer success managers
Customer success managers
Agency account directors
Agency account directors
E-commerce operations leads
E-commerce operations leads
Marketing operations specialists
Marketing operations specialists
Data compliance managers
Data compliance managers
📈
Performance marketers
You're running marketing campaigns across multiple channels but your campaign reporting sheet only updates when someone manually exports leads, so the conversion counts you're optimizing against are always hours behind — with this integration, every new lead lands in Salesforce Marketing Cloud instantly and your data stays current.
Customer success managers
You need to act fast when new users register in Customerly, but you find out about them too late because records sit in unexported queues — automating both apps means every user record populates instantly so you can initiate onboarding without delay.
🤝
Agency account directors
You answer to clients who want to see campaign progress and lead generation metrics in real time, but manual reporting delays updates — connecting these apps means client data extensions update automatically and stakeholder reviews run smoothly.
📊
E-commerce operations leads
The volume of new customer registrations and orders in Customerly is too high for anyone to keep up with by hand, leading to missed outreach opportunities — automating both apps means every lead and user synchronizes instantly without manual intervention.
🔗
Marketing operations specialists
You own the email campaign execution stage and depend on sales reps to hand over qualified Customerly leads before you can trigger outreach — integrating these apps means lead data flows straight into Salesforce Marketing Cloud the moment it is captured.
📁
Data compliance managers
You need a reliable customer record history across all marketing touchpoints and keep finding gaps caused by manual entry errors — with this integration, every subscriber and data extension record remains complete and accurate.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Salesforce Marketing Cloud + Customerly

Build and manage your Salesforce Marketing Cloud + Customerly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce Marketing Cloud + Customerly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Customerly to Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect Customerly to Salesforce Marketing Cloud in 1 click using ready templates or ask Integrately AI to build the integration for you. It seamlessly links with apps like Shopify, Slack, and Stripe without requiring any coding.
Can I automatically sync Customerly leads to Salesforce Marketing Cloud data extensions?
Frequently Asked Questions
Can I connect Customerly, Salesforce Marketing Cloud, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Customerly and Salesforce Marketing Cloud?
Frequently Asked Questions
How are new leads from Customerly handled in Salesforce Marketing Cloud?
Frequently Asked Questions
Can I validate email addresses when moving data from Customerly to Salesforce Marketing Cloud?
Frequently Asked Questions
Do I need coding skills to automate Customerly and Salesforce Marketing Cloud?
Frequently Asked Questions
Is the Customerly and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Customerly or Salesforce Marketing Cloud With 1500+ Other Apps

Customerly
Popular Customerly Integrations
Connect Customerly to CRMs, email tools, and support platforms to manage and follow up on your customer relationships.
Salesforce Marketing Cloud
Popular Salesforce Marketing Cloud Integrations
Sync Salesforce Marketing Cloud with analytics, e-commerce, and project management tools to keep campaign data working across your stack.