Salesforce Marketing Cloud + Platform.ly Integration

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

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
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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
  • Platform.ly
    Create Contact in Platform.ly
  • Platform.ly
    Update Contact in Platform.ly
  • Platform.ly
    Add tag to a contact in Platform.ly
  • Platform.ly
    Search contact in Platform.ly
  • Platform.ly
    Add note to contact in Platform.ly
  • Platform.ly
    Remove tag from contact in Platform.ly
  • Platform.ly
    Remove all tags from contact in Platform.ly
  • Platform.ly
    Add segment to contact in Platform.ly
  • Platform.ly
    Remove segment from contact in Platform.ly
  • Platform.ly
    Remove all segments from contact in Platform.ly

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Ready Workflows Ready Workflows for Platform.ly + Salesforce Marketing Cloud Integration

Capture new contacts, upsert records, validate emails, create subscribers, and send transactional emails, all in just one click.

Most popular automationmost-popular-automations
Platform.ly + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact for new Platform.ly 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 Platform.ly 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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Platform.ly + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Platform.ly 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 Platform.ly 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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Connect more apps to your Platform.ly + Salesforce Marketing Cloud flow

Sync your subscriber data to CRMs, email campaigns, forms, and payment processors while notifying your team in Slack. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
Platform.ly
+
HubspotHubspot (4)
+
MailchimpMailchimp (4)
+
SalesforceSalesforce (4)
+
TypeformTypeform (4)
+
StripeStripe (4)
+
SlackSlack (4)
P
S
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Add every new Platform.ly contact to Salesforce Marketing Cloud, and create a contact in HubSpot.
New Platform.ly contacts appear as Salesforce Marketing Cloud subscribers instantly while also updating your HubSpot CRM, so your marketing and sales stacks stay perfectly aligned.
P
S
H
When a tag is created in Platform.ly, upsert a Salesforce Marketing Cloud data extension record and update HubSpot.
Tagged contacts in Platform.ly update your Salesforce Marketing Cloud data extensions and automatically refresh matching records in HubSpot.
P
S
H
When a custom field is created in Platform.ly, validate the email in Salesforce Marketing Cloud and create a task in HubSpot.
New custom fields in Platform.ly trigger email validation in Salesforce Marketing Cloud and create follow-up tasks in HubSpot for your team.
P
S
H
When a segment is created in Platform.ly, insert a Salesforce Marketing Cloud data extension record and create a deal in HubSpot.
New Platform.ly segments instantly populate Salesforce Marketing Cloud data extensions and open new deals in HubSpot.

Supported triggers and actions for Salesforce Marketing Cloud and Platform.ly

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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Platform.ly
Platform.ly Triggers & Actions
Contact is created in Platform.ly
Triggers the automation when a new contact is created
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Tag is created in Platform.ly
Triggers the automation when a tag is added
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Custom field is created in Platform.ly
Triggers the automation when a new custom field is created
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Segment is created in Platform.ly
Triggers the automation when a segment is created
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Create Contact in Platform.ly
Adds a new contact to the database
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Update Contact in Platform.ly
Updates contact information with new details
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Add tag to a contact in Platform.ly
Adds a tag to a contact
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Search contact in Platform.ly
Finds and retrieves contact information
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Add note to contact in Platform.ly
Adds notes to a contact's profile
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Remove tag from contact in Platform.ly
Untag the contact
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Remove all tags from contact in Platform.ly
Removes all tags from a contact
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Add segment to contact in Platform.ly
Categorize contacts into segments based on predefined criteria
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Remove segment from contact in Platform.ly
Removes a segment from a contact
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Remove all segments from contact in Platform.ly
Removes all segments from a contact
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What can you automate with Platform.ly + Salesforce Marketing Cloud?

Sync contacts, update data extension records, validate email addresses, and streamline multi-channel marketing workflows automatically.

What you can automate?
👥
Create subscribers automatically from new contacts
Turn every new Platform.ly contact into a Salesforce Marketing Cloud subscriber the moment it is created. Eliminate manual data entry and ensure every prospect enters your email journey immediately.
📋
Capture every submitted field in data extensions
Map all available Platform.ly custom fields and attributes into Salesforce Marketing Cloud data extension records instead of only basic details. Your marketing database becomes a richer source for targeting.
🔔
Tell the right team member instantly
Trigger instant Slack notifications whenever important contact events or tag updates occur in Platform.ly, ensuring your team can act on high-value subscriber activity without delay.
🔀
Route records based on submitted criteria
Send contacts to specific data extensions or trigger transactional emails using TriggerSend based on specific tags, segments, or custom fields submitted in Platform.ly.
🔄
Keep subscriber data synchronized continuously
Automatically update existing Salesforce Marketing Cloud records whenever contact details change in Platform.ly, maintaining consistent customer profiles across your entire marketing stack.
Upsert records to prevent duplicate profiles
Use upsert operations to match existing subscriber records in Salesforce Marketing Cloud against Platform.ly contacts, preventing duplicate entries and keeping your subscriber database clean.
✉️
Send transactional emails and validate addresses
Trigger transactional emails using TriggerSend and validate subscriber email addresses in Salesforce Marketing Cloud whenever new contacts or segments are created in Platform.ly.
🔌
Extend your workflow to team messaging apps
Connect your core Platform.ly and Salesforce Marketing Cloud automation to Slack, ensuring your marketing and sales channels receive real-time updates on every subscriber event.
And much more...

Who is Platform.ly + Salesforce Marketing Cloud integration for?

Connecting Platform.ly and Salesforce Marketing Cloud helps marketing and sales teams keep subscriber data accurate, eliminate manual exports, and streamline multi-channel customer journeys.

Marketing Analysts
Marketing Analysts
Campaign Managers
Campaign Managers
Client Success Leads
Client Success Leads
Growth Operations Teams
Growth Operations Teams
Sales Development Reps
Sales Development Reps
Data Compliance Managers
Data Compliance Managers
📈
Marketing Analysts
You report on subscriber growth and campaign engagement every week, but your records are always lagging because subscriber data sits trapped in separate tools — with this integration, every new contact updates your records instantly and your analytics stay accurate.
Campaign Managers
You need to trigger email follow-ups the moment a lead engages, but manual delays mean you find out too late to act on hot prospects — with this integration, every subscriber record syncs instantly so your campaigns fire without delay.
🤝
Client Success Leads
You answer to stakeholders who want to see real-time customer onboarding progress, but manual data entry leaves gaps in your reports — with this integration, every subscriber update flows straight into your records so stakeholders always see current data.
📊
Growth Operations Teams
The volume of incoming leads is too high for anyone to keep up by hand, leading to missed contacts and unsegmented lists — with this integration, every contact creates a subscriber automatically and your database stays organised.
🔄
Sales Development Reps
You own the outreach step and depend on upstream marketing platforms to hand over clean contact details, but manual handoffs cause frustrating delays — with this integration, every data extension record is created instantly so you can reach out immediately.
🗂️
Data Compliance Managers
You need a reliable history of subscriber consents and updates, but manual record-keeping keeps leaving audit gaps in your database — with this integration, every update is logged automatically and your tracking history remains complete.
Our team

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Why choose Integrately to automate Salesforce Marketing Cloud + Platform.ly

Build and manage your Salesforce Marketing Cloud + Platform.ly 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 + Platform.ly 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
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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 Platform.ly to Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect Platform.ly to Salesforce Marketing Cloud in 1 click using ready-made templates on Integrately. Pair it with tools like Hubspot, Mailchimp, or Slack and use Integrately AI to configure custom steps.
Can I automatically sync new Platform.ly contacts as Salesforce Marketing Cloud subscribers?
Frequently Asked Questions
Can I connect Platform.ly, Salesforce Marketing Cloud, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Platform.ly and Salesforce Marketing Cloud?
Frequently Asked Questions
How does Platform.ly handle custom fields and contact creation during integration?
Frequently Asked Questions
How does Salesforce Marketing Cloud manage data extension records and subscriber creation?
Frequently Asked Questions
Do I need coding skills to set up Platform.ly and Salesforce Marketing Cloud automations?
Frequently Asked Questions
Is the Platform.ly and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Platform.ly or Salesforce Marketing Cloud With 1500+ Other Apps

Platform.ly
Popular Platform.ly Integrations
Connect Platform.ly to CRMs, email marketing tools, and form builders to manage and follow up on your marketing contacts.
Salesforce Marketing Cloud
Popular Salesforce Marketing Cloud Integrations
Sync Salesforce Marketing Cloud with analytics, support, and customer journey platforms to keep audience data working across your stack.