Salesforce Marketing Cloud + easybill Integration

Integrate easybill to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each customer handled. Create subscribers, insert data extension records, send transactional emails, and update your marketing lists automatically.

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1.
  • easybill
    Document is completed in easybill Instant
  • easybill
    Document is created in easybill Instant
  • easybill
    Document is updated in easybill Instant
  • easybill
    Document is deleted in easybill Instant
  • easybill
    Payment record is created in easybill Instant
  • easybill
    Payment record is deleted in easybill Instant
  • easybill
    Invoice item is deleted in easybill Instant
  • easybill
    Invoice item is created in easybill Instant
  • easybill
    Invoice item is updated in easybill Instant
  • easybill
    Contact is created in easybill Instant
  • easybill
    Contact is updated in easybill Instant
  • easybill
    Contact is deleted in easybill Instant
  • easybill
    Customer is created in easybill Instant
  • easybill
    Customer is updated in easybill Instant
  • easybill
    Customer is deleted in easybill Instant
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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
  • easybill
    Create Customer in easybill
  • easybill
    Search Customers in easybill
  • easybill
    Delete Customer in easybill
  • easybill
    Create customer group in easybill
  • easybill
    Update customer in easybill
  • easybill
    Create document in easybill
  • easybill
    Create invoice item group in easybill
  • easybill
    Create invoice item in easybill
  • easybill
    Delete document in easybill
  • easybill
    Complete document in easybill
  • easybill
    Cancel document in easybill
  • easybill
    Create payment for document in easybill
  • easybill
    Delete payment in easybill
  • easybill
    Search payment record in easybill
  • easybill
    Update document in easybill
  • easybill
    Create contact in easybill
  • easybill
    Create task in easybill
  • easybill
    Search document in easybill
  • easybill
    Create project in easybill
  • easybill
    Send document in easybill

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Ready Workflows Ready Workflows for easybill + Salesforce Marketing Cloud Integration

Create subscribers, sync customer data, update data extension records, send transactional emails, all in just one click.

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

Create Salesforce Marketing Cloud contact for new easybill order

If you're using easybill to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding contact should also be created in Salesforce Marketing Cloud.

This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
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Connect more apps to your easybill + Salesforce Marketing Cloud flow

Sync billing records with e-commerce orders, update CRM profiles, alert your team, and trigger targeted campaigns. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
easybill
+
ShopifyShopify (3)
+
SalesforceSalesforce (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
S
E
S
When a Shopify order is placed, create a customer in easybill and add a subscriber in Salesforce Marketing Cloud.
Shopify store orders instantly create easybill customers and register subscribers in Salesforce Marketing Cloud without manual entry.
S
E
S
When a Shopify customer is created, update the customer in easybill and insert a data extension record in Salesforce Marketing Cloud.
Keep billing profiles current in easybill and update data extension records in Salesforce Marketing Cloud for every new Shopify customer.
S
E
S
When a Shopify refund is processed, update the document in easybill and send a transactional email using TriggerSend in Salesforce Marketing Cloud.
Update easybill documents and trigger customer notifications via Salesforce Marketing Cloud whenever Shopify processes a refund.

Supported triggers and actions for Salesforce Marketing Cloud and easybill

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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easybill
easybill Triggers & Actions
Instant
Document is completed in easybill
Triggers the automation when a particular document is completed
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Instant
Document is created in easybill
Triggers the automation when a new document is created
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Instant
Document is updated in easybill
Triggers the automation when a document is modified
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Instant
Document is deleted in easybill
Triggers the automation when a document is deleted
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Instant
Payment record is created in easybill
Triggers the automation when a payment record is created
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Instant
Payment record is deleted in easybill
Triggers the automation when a payment record is deleted
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Instant
Invoice item is deleted in easybill
Triggers the automation when an invoice item is deleted
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Instant
Invoice item is created in easybill
Triggers the automation when a new invoice item is created
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Instant
Invoice item is updated in easybill
Triggers the automation when an invoice item is updated
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Instant
Contact is created in easybill
Triggers the automation when a new contact is created
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Instant
Contact is updated in easybill
Triggers the automation when a contact is updated
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Instant
Contact is deleted in easybill
Triggers the automation when a contact is removed from the particular list
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Instant
Customer is created in easybill
Triggers the automation when a new customer is created
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Instant
Customer is updated in easybill
Triggers the automation when customer details are updated
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Instant
Customer is deleted in easybill
Triggers the automation when a customer is removed from the database
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Create Customer in easybill
Adds a new customer to the database
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Search Customers in easybill
Searches for customers
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Delete Customer in easybill
Removes a customer from the database
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Create customer group in easybill
Creates a new customer group
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Update customer in easybill
Updates a customer's information
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Create document in easybill
Generates a new document
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Create invoice item group in easybill
Group invoice items for streamlined billing
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Create invoice item in easybill
Generates and add a new item to an invoice
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Delete document in easybill
Removes a particular document from the system
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Complete document in easybill
Finalize and save a document with all necessary information included
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Cancel document in easybill
Cancels the particular document
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Create payment for document in easybill
Triggers the automation when payment is made against any document
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Delete payment in easybill
Deletes a payment record
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Search payment record in easybill
Searches for a payment record
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Update document in easybill
Updates a document
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Create contact in easybill
Adds a new contact to the database
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Create task in easybill
Creates a new task
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Search document in easybill
Locates and retrieves document based on search criteria
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Create project in easybill
Creates a new project
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Send document in easybill
Sends a particular document to a designated recipient
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What can you automate with easybill + Salesforce Marketing Cloud?

Streamline your billing and marketing operations by connecting easybill events directly to Salesforce Marketing Cloud actions.

What you can automate?
🧾
Automatically create subscribers from new customers
Whenever a customer is created in easybill, instantly register them as a subscriber in Salesforce Marketing Cloud. Eliminate manual list building and keep your marketing audience up to date.
📋
Capture complete billing and contact data
Map detailed customer profiles, invoice items, and payment records from easybill into Salesforce Marketing Cloud data extensions. Maintain comprehensive records for every transaction.
🔔
Trigger instant transactional emails
Send personalized transactional emails using TriggerSend in Salesforce Marketing Cloud the moment an easybill document is completed. Keep clients informed without manual sending.
🔀
Route data conditionally based on billing status
Perform specific Salesforce Marketing Cloud actions depending on whether an easybill document is created, completed, or cancelled. Customize your workflows around exact financial milestones.
🔄
Keep data extension records updated
Automatically update data extension records in Salesforce Marketing Cloud whenever customer details or invoice items change in easybill. Prevent outdated information in your marketing database.
🔍
Upsert records to avoid duplicate entries
Use search and upsert operations to check existing customer data before writing to Salesforce Marketing Cloud data extensions. Prevent duplicate entries and maintain database hygiene.
💳
Manage payment milestones and document updates
Trigger automated marketing updates and transactional notifications whenever payment records are created or documents are updated in easybill. Keep your marketing in sync with revenue events.
🌐
Extend your workflow with supporting apps
Connect easybill and Salesforce Marketing Cloud with Slack, Google Sheets, or Shopify to notify teams and log records across your entire toolchain in a single multi-step flow.
And much more...

Who is easybill + Salesforce Marketing Cloud integration for?

Invoicing teams, marketers, and account managers eliminate manual data entry, keeping customer records, billing documents, and campaign lists perfectly synchronized across platforms.

Marketing directors
Marketing directors
Customer success managers
Customer success managers
Account executives
Account executives
Billing operations teams
Billing operations teams
Sales development reps
Sales development reps
Finance administrators
Finance administrators
📈
Marketing directors
You rely on campaign metrics and subscriber lists to drive quarterly growth, but delayed customer updates leave your reporting dashboards incomplete — with this integration, every new customer and payment syncs instantly and your analytics stay current.
⚡
Customer success managers
You need to onboard new accounts and trigger welcome sequences immediately, but manual data handoffs between billing and email tools create frustrating delays — automating both apps means welcome emails and subscriber records dispatch the moment an account is created.
📋
Account executives
You answer to clients expecting prompt invoicing and accurate profile updates, but scattered paperwork leaves gaps in your client history — connecting these apps means every document and subscription record is logged automatically without manual tracking.
📊
Billing operations teams
The volume of new customer creation and payment processing is too high for anyone to keep up by hand, leading to costly data entry mistakes — with this integration, every transaction and customer profile flows directly into your marketing stack.
💼
Sales development reps
You depend on upstream customer creation to initiate outreach and follow-up sequences, but manual notifications keep you waiting in the dark — this integration means new billing records instantly notify your marketing workflows for immediate follow-up.
📁
Finance administrators
You need a reliable history of every invoice, payment, and customer interaction for auditing, but manual record-keeping results in missing entries — automating both apps ensures every transaction and data extension record is captured accurately.
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Why choose Integrately to automate Salesforce Marketing Cloud + easybill

Build and manage your Salesforce Marketing Cloud + easybill 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 + easybill 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect easybill to Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect easybill to Salesforce Marketing Cloud in one click using ready-made templates on Integrately. Choose your preferred trigger event, connect your accounts, and let Integrately AI configure the setup.
Can I automatically create Salesforce Marketing Cloud subscribers from new easybill customers?
Frequently Asked Questions
Can I connect easybill, Salesforce Marketing Cloud, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for easybill and Salesforce Marketing Cloud?
Frequently Asked Questions
How does easybill handle customer and document data during synchronization?
Frequently Asked Questions
How do data extension records update in Salesforce Marketing Cloud?
Frequently Asked Questions
Do I need coding skills to automate easybill and Salesforce Marketing Cloud?
Frequently Asked Questions
Is the easybill and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
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