Salesforce Marketing Cloud + Holded Integration

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

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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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
  • Holded
    Create contact in Holded
  • Holded
    Search contact by email in Holded
  • Holded
    Update contact in Holded
  • Holded
    Search contact by phone in Holded
  • Holded
    Create sales invoice in Holded
  • Holded
    Create purchase invoice in Holded
  • Holded
    Create deal in Holded
  • Holded
    Create credit note in Holded
  • Holded
    Mark invoice as paid in Holded
  • Holded
    Send invoice in Holded
  • Holded
    Create sales receipt in Holded
  • Holded
    Mark credit note as paid in Holded
  • Holded
    Create quote in Holded
  • Holded
    Create sales order in Holded
  • Holded
    Create product in Holded
  • Holded
    Create event in Holded
  • Holded
    Create payment in Holded
  • Holded
    Create employee in Holded

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Ready Workflows Ready Workflows for Holded + Salesforce Marketing Cloud Integration

Create subscribers, insert data extension records, send transactional emails, validate email addresses, and manage marketing touchpoints, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your Holded + Salesforce Marketing Cloud flow

Capture orders, sync financial records, update contact lists, alert your team, and trigger targeted campaigns across your entire stack. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
Holded
+
ShopifyShopify (4)
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StripeStripe (4)
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
TypeformTypeform (4)
S
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Create a sales invoice in Holded and insert a data extension record in Salesforce Marketing Cloud when a new Shopify order is placed.
New Shopify orders instantly generate a Holded sales invoice and update Salesforce Marketing Cloud, eliminating manual data entry.
H
S
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When an invoice is created in Holded, create a subscriber in Salesforce Marketing Cloud and update the customer record in Shopify.
Holded invoices automatically create marketing subscribers in Salesforce Marketing Cloud and update customer details in Shopify.
S
H
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If a Shopify order value exceeds one thousand dollars, create a contact in Holded and send a transactional email using TriggerSend in Salesforce Marketing Cloud.
High-value Shopify orders trigger priority billing in Holded and VIP transactional emails via Salesforce Marketing Cloud.
S
C
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Use ChatGPT to summarise new Shopify order notes, create a sales invoice in Holded, and upsert a data extension record in Salesforce Marketing Cloud.
ChatGPT extracts order insights before Holded creates the invoice and Salesforce Marketing Cloud updates your data extension.

Supported triggers and actions for Salesforce Marketing Cloud and Holded

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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Holded
Holded Triggers & Actions
Purchase is created in Holded
Triggers the automation when a new purchase is created
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Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Create contact in Holded
Adds a new contact to the database
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Search contact by email in Holded
Finds and retrieves contact information using their email address
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Update contact in Holded
Updates contact information with new details
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Search contact by phone in Holded
Finds information about a contact using the phone number
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Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
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Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
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Create deal in Holded
Generates a new deal with
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Create credit note in Holded
Generates a credit note for returned items
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Mark invoice as paid in Holded
Updates invoice status to paid
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Send invoice in Holded
Generates and send invoices to clients
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Create sales receipt in Holded
Generates and send sales receipts to customers
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Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
Try it →
Create quote in Holded
Generates a new quote with pre-filled information
Try it →
Create sales order in Holded
Generates a new sales order with pre-filled details
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Create product in Holded
Generates and launch new products
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Create event in Holded
Adds a new contact to the contact list
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Create payment in Holded
Generates and process a payment transaction
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Create employee in Holded
Adds a new contact to the contact list
Try it →

What can you automate with Holded + Salesforce Marketing Cloud?

Streamline your billing and marketing operations with proven automation workflows designed for high-performing teams.

What you can automate?
Sync invoices to Salesforce Marketing Cloud subscribers instantly
Automatically create a subscriber in Salesforce Marketing Cloud the moment an invoice is created in Holded. Keep your marketing lists perfectly synchronised with your billing software.
📋
Capture every submitted invoice and purchase field
Map detailed Holded line items and customer billing addresses straight into Salesforce Marketing Cloud data extensions. Ensure your marketing database contains complete transaction histories.
🔔
Trigger transactional emails on billing events
Send automated transactional emails using TriggerSend in Salesforce Marketing Cloud whenever a new purchase or invoice is generated in Holded. Deliver instant receipts and confirmations.
🔀
Route records based on custom purchase criteria
Apply conditional rules to incoming Holded purchases so high-value transactions trigger VIP marketing sequences in Salesforce Marketing Cloud while standard orders follow regular paths.
🔄
Keep customer contact details updated everywhere
Automatically update subscriber profiles in Salesforce Marketing Cloud whenever contact details change in Holded. Prevent outdated information from disrupting your campaigns.
🔍
Upsert data extension records to prevent duplicates
Search existing records before inserting data into Salesforce Marketing Cloud. Upsert subscriber entries cleanly based on email addresses provided by Holded.
💳
Automate workflows for paid invoice status changes
Trigger marketing follow-ups or update customer tiers in Salesforce Marketing Cloud the exact moment an invoice is marked as paid in Holded.
💬
Extend your workflow with Slack team notifications
Connect Holded and Salesforce Marketing Cloud with Slack to announce new revenue milestones and billing updates in your team's designated communication channels.
And much more...

Who is Holded + Salesforce Marketing Cloud integration for?

Connecting Holded and Salesforce Marketing Cloud helps finance, sales, and marketing teams automate customer data updates and keep promotional campaigns perfectly aligned without manual effort.

Performance marketers
Performance marketers
Customer success reps
Customer success reps
Account managers
Account managers
Finance operations leads
Finance operations leads
Sales coordinators
Sales coordinators
Database administrators
Database administrators
📈
Performance marketers
You're running marketing campaigns across multiple channels but your marketing platform only updates when someone manually exports billing lists, so the audience segments you're targeting are always a few hours behind — with this integration, every new invoice in Holded populates Salesforce Marketing Cloud instantly and your campaign data stays current.
Customer success reps
You need to welcome new buyers the moment they purchase, but billing records remain trapped in Holded until accounting finishes their batch review, leaving clients waiting — automating both apps means every subscriber lands in Salesforce Marketing Cloud immediately so onboarding outreach starts right away.
📋
Account managers
Your clients expect their marketing preferences and billing statuses to sync across systems without delay, but manual updates lead to mismatched records and awkward conversations — this integration means every contact change flows smoothly between Holded and Salesforce Marketing Cloud so your client records are always accurate.
🔄
Finance operations leads
Invoice volume is too high for anyone to keep up by hand, resulting in delayed marketing triggers and missed customer communication milestones — connecting these apps means every transaction in Holded automatically updates Salesforce Marketing Cloud data extensions without manual intervention.
🎯
Sales coordinators
You own the outreach step and depend on accounting to hand over paid invoice details before you launch customer retention sequences, causing frustrating delays — with this integration, paid invoice triggers in Holded update Salesforce Marketing Cloud instantly and your follow-up workflows launch without hesitation.
🗂️
Database administrators
You need a reliable customer history across your tech stack, but manual data transfers keep leaving gaps between your billing software and marketing cloud — automating both apps means every contact and purchase record matches perfectly across Holded and Salesforce Marketing Cloud.
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 + Holded

Build and manage your Salesforce Marketing Cloud + Holded 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 + Holded 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Holded to Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect Holded to Salesforce Marketing Cloud in 1 click using ready workflows on Integrately or by asking Integrately AI to build your custom automation.
Can I automatically create Salesforce Marketing Cloud subscribers from new Holded invoices?
Frequently Asked Questions
Can I connect Holded, Salesforce Marketing Cloud, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Salesforce Marketing Cloud?
Frequently Asked Questions
How does Holded handle contact updates during automation?
Frequently Asked Questions
Can Salesforce Marketing Cloud insert data extension records from Holded events?
Frequently Asked Questions
Do I need coding skills to automate Holded and Salesforce Marketing Cloud?
Frequently Asked Questions
Is the Holded and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
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You Can Also Connect Holded or Salesforce Marketing Cloud With 1500+ Other Apps

Holded
Popular Holded Integrations
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Salesforce Marketing Cloud
Popular Salesforce Marketing Cloud Integrations
Sync Salesforce Marketing Cloud with CRM, lead capture, and analytics tools to keep customer journeys connected across every channel.