Salesforce Marketing Cloud + Float Integration

Integrate Float to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each person handled. Capture team profiles, sync records, update data extensions, and trigger transactional emails automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Float
    Task is created in Float
  • Float
    Logged time is created in Float
  • Float
    Logged time is updated in Float
  • Float
    Person is created in Float
  • Float
    Project is created in Float
  • Float
    Client is created in Float
  • Float
    Time off is created in Float
  • Float
    Department is created in Float
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
  • Float
    Create task in Float
  • Float
    Search task in Float
  • Float
    Update task in Float
  • Float
    Create project in Float
  • Float
    Search project in Float
  • Float
    Create logged time in Float
  • Float
    Update logged time in Float
  • Float
    Search logged time in Float
  • Float
    Create client in Float
  • Float
    Create time off in Float
  • Float
    Create person in Float
  • Float
    Create milestone in Float
  • Float
    Create department in Float

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Ready Workflows Ready Workflows for Float + Salesforce Marketing Cloud Integration

Capture team members, sync subscribers, update data extensions, and trigger emails, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Float + Salesforce Marketing Cloud flow

Sync scheduled team resources with your CRM, alert your team on project changes, and log files. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
Float
+
SlackSlack (4)
+
AsanaAsana (4)
+
HubspotHubspot (4)
+
Jira Software CloudJira Software Cloud (4)
+
Google DriveGoogle Drive (4)
+
TogglToggl (4)
F
S
S
Create a Salesforce Marketing Cloud subscriber when a new person is added in Float, and notify your team in Slack
New team members in Float automatically become subscribers in Salesforce Marketing Cloud while Slack alerts your team, removing manual data entry.
F
S
S
When logged time is updated in Float, upsert the data extension record in Salesforce Marketing Cloud and post an alert in Slack
Tracked time updates in Float immediately sync with your Salesforce Marketing Cloud data extension and notify Slack.
F
S
S
If a new project is created in Float, insert a Salesforce Marketing Cloud data extension record and notify your project channel in Slack
New projects trigger data inserts in Salesforce Marketing Cloud and instant Slack notifications for your project team.
F
S
C
S
Use ChatGPT to summarise new task details in Float, create a Salesforce Marketing Cloud subscriber, and notify Slack
ChatGPT summarises task updates from Float, creates a Salesforce Marketing Cloud subscriber, and posts a briefing in Slack.

Supported triggers and actions for Salesforce Marketing Cloud and Float

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
Try it →
Sends transactional email using TriggerSend in Salesforce Marketing Cloud
Sends a transactional email using triggersend
Try it →
Create subscriber in Salesforce Marketing Cloud
Adds new users to the subscription list
Try it →
Validate email address in Salesforce Marketing Cloud
Confirm the validity of an email address
Try it →
Float
Float Triggers & Actions
Task is created in Float
Triggers the automation when a new task is created
Try it →
Logged time is created in Float
Triggers the automation when a log time is created
Try it →
Logged time is updated in Float
Triggers the automation when a log time is modified
Try it →
Person is created in Float
Triggers the automation when a new person is created
Try it →
Project is created in Float
Triggers the automation when a new project is created
Try it →
Client is created in Float
Triggers the automation when a new client is created
Try it →
Time off is created in Float
Triggers the automation when a time off is created
Try it →
Department is created in Float
Triggers the automation when a new department is created
Try it →
Create task in Float
Creates a new task
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Search task in Float
Searches for a task
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Update task in Float
Updates the task with new information or changes
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Create project in Float
Creates a new project
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Search project in Float
Searches for a project
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Create logged time in Float
Logs a new time entry
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Update logged time in Float
Updates the logged time entries
Try it →
Search logged time in Float
Searches for logged time
Try it →
Create client in Float
Generates a new client profile
Try it →
Create time off in Float
Creates a new time off entry
Try it →
Create person in Float
Generates a new person
Try it →
Create milestone in Float
Creates a milestone to track progress
Try it →
Create department in Float
Generates a new department within the organization
Try it →

What can you automate with Float + Salesforce Marketing Cloud?

Streamline your resource scheduling and marketing workflows by syncing team members, projects, and time logs into data extensions automatically.

What you can automate?
🔄
Sync team members and projects instantly
Automatically transfer new person records and project entries from Float directly into your Salesforce Marketing Cloud data extensions without manual copying.
📋
Capture complete project and client details
Map all submitted client, project, and department attributes into separate Salesforce Marketing Cloud fields for comprehensive campaign targeting.
🔔
Alert your marketing team immediately
Trigger instant notifications or transactional emails using TriggerSend in Salesforce Marketing Cloud the moment schedule events occur in Float.
🔀
Route records based on project categories
Apply conditional logic to direct different Float project types into specific Salesforce Marketing Cloud data extensions.
🔄
Keep data extensions updated continuously
Reflect real-time updates to logged time, tasks, and project milestones across both platforms without manual spreadsheet exporting.
🛡️
Upsert subscriber records to prevent duplicates
Use intelligent upsert operations in Salesforce Marketing Cloud to update existing subscriber entries instead of creating duplicate records.
⏱️
Handle later status changes and time off
Automate updates to your marketing lists and subscriber databases whenever time off or project tasks are modified in Float.
🔌
Extend scheduling flows to communication apps
Connect your core Float and Salesforce Marketing Cloud setup with Slack to keep your entire team informed of marketing data syncs.
And much more...

Who is Float + Salesforce Marketing Cloud integration for?

Operations managers, marketers, and resource planners who need real-time sync between schedules and campaigns can eliminate manual data entry across these tools.

Resource Analysts
Resource Analysts
Marketing Managers
Marketing Managers
Client Service Leads
Client Service Leads
Operations Coordinators
Operations Coordinators
Campaign Specialists
Campaign Specialists
Data Administrators
Data Administrators
📈
Resource Analysts
You're tracking team schedules in Float but campaign metrics only update when reports are manually exported, so the subscriber counts you review are always outdated — with this integration, every project and person record syncs instantly and your reporting stays current.
Marketing Managers
You're launching campaigns based on team availability in Float, but delays in updating Salesforce Marketing Cloud leave leads waiting — with this integration, data flows instantly so your outreach triggers right on schedule.
📋
Client Service Leads
You're scheduling client project milestones in Float, but stakeholders complain they only find out about changes after the fact — this integration means every project update pushes straight to marketing records without manual exports.
📊
Operations Coordinators
You're handling high volumes of logged time entries in Float, but keeping Salesforce Marketing Cloud data extensions updated by hand leads to missed records — automating both apps means every hour logged populates subscriber tables automatically.
🤝
Campaign Specialists
You're waiting for resource assignments to be logged in Float before starting email workflows in Salesforce Marketing Cloud, creating bottlenecks in your pipeline — connecting these apps means every new task triggers your outreach without delay.
🗂️
Data Administrators
You're maintaining records across Float and Salesforce Marketing Cloud manually, resulting in missing subscriber entries and broken history trails — this integration means every person and project creates accurate, complete audit logs.
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 + Float

Build and manage your Salesforce Marketing Cloud + Float 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 + Float 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Float to Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect Float to Salesforce Marketing Cloud in 1 click using ready workflows or ask Integrately AI to build the automation. It links your resource scheduling with tools like Slack, Asana, and HubSpot effortlessly.
Can I automatically sync Float projects with Salesforce Marketing Cloud data extensions?
Frequently Asked Questions
Can I connect Float, Salesforce Marketing Cloud, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Float and Salesforce Marketing Cloud?
Frequently Asked Questions
How do person records in Float sync with Salesforce Marketing Cloud?
Frequently Asked Questions
Can I update Salesforce Marketing Cloud data extensions when logged time changes in Float?
Frequently Asked Questions
Do I need coding skills to automate Float and Salesforce Marketing Cloud?
Frequently Asked Questions
Is the Float and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
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You Can Also Connect Float or Salesforce Marketing Cloud With 1500+ Other Apps

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Sync Salesforce Marketing Cloud with analytics, CRM, and email tools to keep customer journeys aligned across your stack.