Salesforce Marketing Cloud + JivoChat Integration

Integrate JivoChat to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each chat handled. Capture offline messages, validate email addresses, create subscribers, and send transactional emails automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • JivoChat
    Visitor's information is updated in JivoChat Instant
  • JivoChat
    Offline message is recieved in JivoChat Instant
  • JivoChat
    Chat is finished in JivoChat 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

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Ready WorkflowsReady Workflows   for Salesforce Marketing Cloud + JivoChat Integration

Capture offline messages, create subscribers, validate email addresses, update data extensions, and send transactional emails, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your JivoChat + Salesforce Marketing Cloud flow

Route customer conversations into your CRM, log interaction metrics, and alert your support team the moment a chat concludes. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
JivoChat
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SalesforceSalesforce (6)
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Google Analytics 4Google Analytics 4 (3)
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ShopifyShopify (3)
+
Meta AdsMeta Ads (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
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When a chat is finished in JivoChat, create a Salesforce Marketing Cloud subscriber and add a lead in Salesforce.
Every finished JivoChat session instantly creates a subscriber in Salesforce Marketing Cloud and a corresponding lead in Salesforce without manual entry.
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When visitor information is updated in JivoChat, upsert a data extension record in Salesforce Marketing Cloud and update Salesforce.
Keep your marketing data extensions and Salesforce records synchronized whenever visitor details change in JivoChat.
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When an offline message is received in JivoChat, insert a data extension record in Salesforce Marketing Cloud and create a Salesforce task.
Offline JivoChat messages immediately generate data extension records and open follow-up tasks in Salesforce.
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When a chat finishes in JivoChat, validate the email address in Salesforce Marketing Cloud and create a Salesforce contact.
Verify email addresses through Salesforce Marketing Cloud upon chat completion before adding new contacts to Salesforce.
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Use Claude to analyse finished JivoChat chats, create a Salesforce Marketing Cloud subscriber, and log notes in Salesforce.
Use Claude to evaluate chat sentiment and intent before updating Salesforce Marketing Cloud and Salesforce.
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When an offline message arrives in JivoChat, send a transactional email via Salesforce Marketing Cloud and create a Salesforce case.
Trigger automated email responses using Salesforce Marketing Cloud and open support cases in Salesforce from offline JivoChat messages.

Supported triggers and actions for Salesforce Marketing Cloud and JivoChat

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 →
JivoChat
JivoChat Triggers & Actions
Instant
Visitor's information is updated in JivoChat
Triggers the automation when a visitor's information is updated
Try it →
Instant
Offline message is recieved in JivoChat
Triggers the automation when an offline message is received
Try it →
Instant
Chat is finished in JivoChat
Triggers the automation when a chat is marked as complete
Try it →
No action is available

What can you automate with JivoChat + Salesforce Marketing Cloud?

Streamline your visitor communication and marketing operations by connecting JivoChat events directly to Salesforce Marketing Cloud actions.

What you can automate?
💬
Create subscribers automatically from finished chats
Turn every completed JivoChat conversation into a new subscriber in Salesforce Marketing Cloud without manual data entry. Customer acquisition happens instantly upon chat completion.
📝
Capture every updated visitor detail
Synchronize visitor information updates from JivoChat straight into your Salesforce Marketing Cloud data extensions. Keep your marketing databases accurate as customer details evolve.
✉️
Trigger instant emails for offline messages
Send transactional emails via Salesforce Marketing Cloud the moment an offline message is received in JivoChat. Ensure after-hours inquiries receive immediate automated acknowledgment.
🔀
Route data based on visitor attributes
Apply conditional logic to direct chat data into specific Salesforce Marketing Cloud data extensions based on submitted visitor fields or categories.
🔄
Keep data extensions continuously up to date
Upsert Salesforce Marketing Cloud data extension records dynamically whenever visitor information changes during an active JivoChat conversation.
🔍
Prevent duplicate records with intelligent upserts
Update existing records or insert new subscribers in Salesforce Marketing Cloud cleanly without creating redundant profile entries in your database.
🛡️
Validate email addresses before subscriber creation
Run email validation checks in Salesforce Marketing Cloud on chat leads before adding them to your core marketing lists and outreach sequences.
🔔
Extend chat workflows to team communication tools
Connect your core JivoChat and Salesforce Marketing Cloud flow to Slack to alert your internal teams the moment important customer chats conclude.
And much more...

Who is JivoChat + Salesforce Marketing Cloud integration for?

Teams managing live visitor communication and marketing automation workflows rely on this integration to eliminate manual data entry and keep records synchronized.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Account managers
Account managers
Sales operations teams
Sales operations teams
Marketing automation specialists
Marketing automation specialists
Data compliance officers
Data compliance officers
📈
Performance marketers
You're running campaigns across multiple channels but your marketing data extensions only update when someone manually exports chat records, so the subscriber counts you're reviewing are always hours behind — automating both apps means every completed chat populates your marketing platform instantly and your data stays current.
🚨
Customer support leads
You need to act fast on offline messages and inquiries, but after-hours chats sit unattended in your inbox until someone checks them manually — automating both apps means every offline message triggers instant emails and team notifications so follow-ups happen immediately.
📋
Account managers
You answer to stakeholders who want to see prompt follow-up on customer interactions, but visitor details get lost between live chat logs and your CRM — this integration means every chat conclusion creates verified subscribers and records automatically without manual tracking.
Sales operations teams
The volume of live chat inquiries is too high for anyone to keep up with by hand, leading to missed leads and delayed subscriber creation — connecting these apps means high-volume chat data populates your marketing platform and CRM without manual data entry.
🔄
Marketing automation specialists
You own the subscriber onboarding workflow and depend on chat agents to hand over accurate contact details, but data formatting errors frequently break your sequences — automating both apps means email validation and data extension upserts happen reliably on every chat completion.
🗂️
Data compliance officers
You need a reliable, auditable history of customer interactions and consent, but manual logging leaves gaps in your subscriber databases — automating both apps means every visitor update and chat finish is recorded accurately in your marketing platform.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Salesforce Marketing Cloud + JivoChat

Build and manage your Salesforce Marketing Cloud + JivoChat 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 + JivoChat 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
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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 JivoChat to Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect JivoChat to Salesforce Marketing Cloud instantly using ready-made templates on Integrately or by using Integrately AI to configure custom data flows with apps like Slack, Shopify, and Salesforce in just 1-click.
Can I automatically create subscribers in Salesforce Marketing Cloud when a JivoChat chat finishes?
Frequently Asked Questions
Can I connect JivoChat, Salesforce Marketing Cloud, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for JivoChat and Salesforce Marketing Cloud?
Frequently Asked Questions
How does JivoChat handle visitor information updates in automations?
Frequently Asked Questions
Can I trigger transactional emails in Salesforce Marketing Cloud from offline JivoChat messages?
Frequently Asked Questions
Do I need coding skills to automate JivoChat and Salesforce Marketing Cloud?
Frequently Asked Questions
Is the JivoChat and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

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