Lexware + Salesforce Marketing Cloud Integration

Integrate Lexware to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each contact handled. Sync contacts as subscribers, update data extension records, send transactional emails, and validate email addresses automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Lexware
    Delivery note is created in Lexware Instant
  • Lexware
    Contact is created in Lexware Instant
  • Lexware
    Contact is changed in Lexware Instant
  • Lexware
    Contact is deleted in Lexware Instant
  • Lexware
    Invoice is created in Lexware Instant
  • Lexware
    Invoice is changed in Lexware Instant
  • Lexware
    Invoice is deleted in Lexware Instant
  • Lexware
    Quotation is created in Lexware Instant
  • Lexware
    Quotation is changed in Lexware Instant
  • Lexware
    Quotation status is changed in Lexware Instant
  • Lexware
    Quotation is deleted in Lexware Instant
  • Lexware
    Order confirmation is created in Lexware Instant
  • Lexware
    Voucher is created in Lexware Instant
  • Lexware
    Invoice status is changed in Lexware Instant
  • Lexware
    Voucher status is changed in Lexware Instant
  • Lexware
    Order confirmation status is changed in Lexware Instant
  • Lexware
    Credit note is created in Lexware Instant
  • Lexware
    Credit note is changed in Lexware Instant
  • Lexware
    Credit note status is changed in Lexware Instant
  • Lexware
    Credit note is deleted in Lexware Instant
  • Lexware
    Voucher is changed in Lexware Instant
  • Lexware
    Voucher is deleted in Lexware Instant
  • Lexware
    Order confirmation is changed in Lexware Instant
  • Lexware
    Order confirmation is deleted in Lexware Instant
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2.
  • Lexware
    Create contact in Lexware
  • Lexware
    Update contact in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Search article by number in Lexware
  • Lexware
    Get invoice by ID in Lexware
  • Lexware
    Create delivery note in Lexware
  • Lexware
    Create confirmation order in Lexware
  • Lexware
    Update article in Lexware
  • Lexware
    Search contact by name in Lexware
  • Lexware
    Create an invoice in Lexware
  • Lexware
    Create a voucher in Lexware
  • Lexware
    Create a credit note in Lexware
  • Lexware
    Search invoice voucher list in Lexware
  • Lexware
    Create article in Lexware
  • 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 Workflows Ready Workflows for Lexware + Salesforce Marketing Cloud Integration

Create subscribers from new contacts, upsert invoice details to data extensions, send transactional emails, and validate email addresses, all in just one click.

Most popular automationmost-popular-automations
Lexware + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact for new Lexware contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Thus, integration of your new Salesforce Marketing Cloud contact and Lexware contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Lexware + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Lexware contact

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a Salesforce Marketing Cloud email for every new Lexware contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Lexware + Salesforce Marketing Cloud flow

Teams often want to log financial records in accounting tools, notify sales channels, and send customer follow-ups once data reaches Salesforce Marketing Cloud. Pick a combination and activate it in one click.

Lexware
Salesforce Marketing Cloud
+
ShopifyShopify (3)
+
MailchimpMailchimp (2)
+
StripeStripe (2)
+
Google SheetsGoogle Sheets (2)
+
SlackSlack (2)
+
CalendlyCalendly (2)
L
S
S
Create a Shopify customer when a Lexware contact is created, and upsert a subscriber record in Salesforce Marketing Cloud.
New Lexware contacts become Shopify customers immediately while updating Salesforce Marketing Cloud, keeping your storefront and marketing database aligned without manual data entry.
S
L
S
When a Shopify order is paid, create an invoice in Lexware and insert a data extension record in Salesforce Marketing Cloud.
Paid Shopify orders instantly generate Lexware invoices and record data in Salesforce Marketing Cloud so your sales and finance teams stay fully synchronized.
L
S
S
Create a Shopify product when an article is created in Lexware, and send a transactional email using TriggerSend in Salesforce Marketing Cloud.
New Lexware articles appear as Shopify products while Salesforce Marketing Cloud triggers a notification email, automating catalog updates across your business.

Supported triggers and actions for Lexware and Salesforce Marketing Cloud

Mix and match to build the exact automation you need

Lexware
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
Try it β†’
Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
Try it β†’
Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
Try it β†’
Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
Try it β†’
Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
Try it β†’
Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
Try it β†’
Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
Try it β†’
Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
Try it β†’
Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
Try it β†’
Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
Try it β†’
Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
Try it β†’
Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
Try it β†’
Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
Try it β†’
Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
Try it β†’
Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
Try it β†’
Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
Try it β†’
Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
Try it β†’
Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
Try it β†’
Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
Try it β†’
Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
Try it β†’
Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
Try it β†’
Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
Try it β†’
Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
Try it β†’
Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
Try it β†’
Create contact in Lexware
Adds a new contact to the database
Try it β†’
Update contact in Lexware
Updates contact information with new details
Try it β†’
Search contact in Lexware
Finds and retrieves contact information
Try it β†’
Create a quotation in Lexware
Creates a new workspace
Try it β†’
Search article by number in Lexware
Retrieves information about a specific article
Try it β†’
Get invoice by ID in Lexware
Generates a new invoice
Try it β†’
Create delivery note in Lexware
Creates a new delivery note
Try it β†’
Create confirmation order in Lexware
Creates a confirmation order
Try it β†’
Update article in Lexware
Modifies an existing article
Try it β†’
Search contact by name in Lexware
Try it β†’
Create an invoice in Lexware
Generates a new invoice
Try it β†’
Create a voucher in Lexware
Generates unique voucher codes
Try it β†’
Create a credit note in Lexware
Creates a new credit note
Try it β†’
Search invoice voucher list in Lexware
Searches for a invoice voucher list
Try it β†’
Create article in Lexware
Adds a new article to the database
Try it β†’
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
Try it β†’
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 β†’
Sends transactional email using TriggerSend in Salesforce Marketing Cloud
Sends a transactional email using triggersend
Try it β†’
Create subscriber in Salesforce Marketing Cloud
Adds new users to the subscription list
Try it β†’
Validate email address in Salesforce Marketing Cloud
Confirm the validity of an email address
Try it β†’

What can you automate with Lexware + Salesforce Marketing Cloud?

Streamline your customer data workflows, financial tracking, and marketing campaigns with ready-made automation capabilities.

What you can automate?
πŸ”„
Sync Lexware contacts to Salesforce Marketing Cloud automatically
Every time a new contact is created in Lexware, the details are sent directly to Salesforce Marketing Cloud as a new subscriber without manual copy-pasting.
πŸ“‹
Capture every submitted field and detail
Map complete invoice particulars, delivery notes, and quotation data into Salesforce Marketing Cloud data extensions instead of just basic names and emails.
πŸ””
Notify teams immediately of financial events
Alert your staff the moment an invoice status changes or a new quotation is generated in Lexware so no important business milestone is missed.
πŸ”€
Route records based on submitted criteria
Send specific customer segments or high-value invoice details to specialized data extensions in Salesforce Marketing Cloud based on custom field parameters.
✍️
Keep destination records fully updated
Automatically update existing subscriber records in Salesforce Marketing Cloud whenever contact information or billing addresses change in Lexware.
πŸ›‘οΈ
Upsert records to prevent duplicates
Use intelligent upsert operations to add new entries or update existing profiles in Salesforce Marketing Cloud without creating redundant records.
🏷️
Manage later status changes seamlessly
Trigger automated workflows when quotation statuses, credit notes, or voucher details are modified or deleted within your Lexware account.
πŸ”Œ
Extend your workflow to team messaging apps
Connect your core Lexware and Salesforce Marketing Cloud flow with Slack to broadcast real-time operational updates straight to your team channels.
And much more...

Who is Lexware + Salesforce Marketing Cloud integration for?

Finance professionals, marketers, and sales leaders rely on this integration to eliminate manual data entry, keep customer profiles accurate, and streamline campaign execution across systems.

Finance Managers
Finance Managers
Marketing Directors
Marketing Directors
Account Managers
Account Managers
Operations Specialists
Operations Specialists
Sales Representatives
Sales Representatives
Data Administrators
Data Administrators
πŸ“ˆ
Finance Managers
You review financial reports and revenue metrics every week, but manual data entry leaves your dashboards lagging behind real-time transactions β€” with this integration, automating both apps means every new invoice updates your records instantly and your reporting stays accurate.
⚑
Marketing Directors
You need to launch targeted email campaigns the moment a prospect converts, but delayed contact syncing causes missed engagement windows β€” this integration means every new contact is registered immediately and campaigns trigger right on schedule.
🀝
Account Managers
You report client progress and account details to stakeholders who expect up-to-date information, but fragmented tools lead to conflicting status data β€” connecting these apps means client records update seamlessly across platforms without manual cross-checking.
πŸ“Š
Operations Specialists
Your business processes thousands of customer orders and quotation requests weekly, making hand-transcription unsustainable and prone to errors β€” automating both apps means high volumes flow smoothly into your database without manual bottlenecks.
🎯
Sales Representatives
You depend on upstream contact details being created before you can initiate outreach, but delayed handovers stall your daily pipeline work β€” integrating these apps means new leads arrive in your marketing tool instantly so you can follow up faster.
πŸ—‚οΈ
Data Administrators
You maintain customer directories and need complete historical tracking, but manual entry results in frequent gaps and duplicate records β€” with this integration, every change in your accounting software mirrors perfectly in your marketing platform.
Our team

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Why choose Integrately to automate Lexware + Salesforce Marketing Cloud

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

1,500+ apps connected
1,500+ apps connected
Connect Lexware + Salesforce Marketing Cloud 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 β€” 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
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Lexware to Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect Lexware to Salesforce Marketing Cloud in one click using pre-built templates or ask Integrately AI to set up custom workflows linking your accounting and marketing tools alongside Slack, Google Sheets, and Stripe.
Can I automatically sync Lexware contacts into Salesforce Marketing Cloud data extensions?
Frequently Asked Questions
Can I connect Lexware, Salesforce Marketing Cloud, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Salesforce Marketing Cloud?
Frequently Asked Questions
How does Lexware handle contact and invoice data in this integration?
Frequently Asked Questions
How does Salesforce Marketing Cloud receive records from Lexware?
Frequently Asked Questions
Do I need coding skills to automate Lexware and Salesforce Marketing Cloud?
Frequently Asked Questions
Is the Lexware and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
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You Can Also Connect Lexware or Salesforce Marketing Cloud With 1500+ Other Apps

Lexware
Popular Lexware Integrations
Connect Lexware with invoicing, accounting, and inventory management tools to keep financial records organized.
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Lexware Integrations arrow right
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Salesforce Marketing Cloud
Popular Salesforce Marketing Cloud Integrations
Sync Salesforce Marketing Cloud with CRM, analytics, and customer support platforms to unify customer data.