Exact Online + Salesforce Marketing Cloud Integration

Integrate Exact Online to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each contact handled. Sync customer data, update data extension records, send transactional emails, and manage your marketing campaigns automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Contact is created or updated in Exact Online Instant
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2.
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create contact in Exact Online
  • 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 Exact Online + Salesforce Marketing Cloud Integration

Sync contacts, update data extension records, send transactional emails, and keep your marketing data current, all in just one click.

Most popular automationmost-popular-automations
  • 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 Exact Online + Salesforce Marketing Cloud flow

Connect supporting tools to handle notifications, logging, and downstream tasks after your core integration finishes. Pick a combination and activate it in one click.

Exact Online
Salesforce Marketing Cloud
+
ShopifyShopify (4)
+
StripeStripe (4)
+
SalesforceSalesforce (4)
+
MailchimpMailchimp (4)
+
ZendeskZendesk (4)
+
Google SheetsGoogle Sheets (4)
E
S
S
Create a Salesforce Marketing Cloud subscriber and a Shopify customer whenever an Exact Online contact is updated.
Updated Exact Online contacts instantly create new subscribers in Salesforce Marketing Cloud and register customers in Shopify without manual entry.
E
S
S
Upsert Salesforce Marketing Cloud data extension records and create Shopify products when an Exact Online item is updated.
New or modified items in Exact Online update your Salesforce Marketing Cloud data and generate corresponding Shopify products instantly.
E
S
S
When an Exact Online account is updated, update the Salesforce Marketing Cloud subscriber and modify the Shopify customer.
Account changes in Exact Online automatically refresh your Salesforce Marketing Cloud subscribers and update Shopify customer details.
E
S
S
If an Exact Online contact update is active, upsert Salesforce Marketing Cloud records and create a Shopify order.
Conditional routing sends active Exact Online contacts to Salesforce Marketing Cloud and creates Shopify orders automatically.

Supported triggers and actions for Exact Online and Salesforce Marketing Cloud

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
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Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
Try it β†’
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
Try it β†’
Search account by name in Exact Online
Searches for an account by name
Try it β†’
Search document by accountName in Exact Online
Searches for documents by account name
Try it β†’
Update cost unit in Exact Online
Updates a cost unit
Try it β†’
Update cost center in Exact Online
Updates a cost center
Try it β†’
Update address in Exact Online
Updates an address
Try it β†’
Update contact in Exact Online
Updates a contact
Try it β†’
Update account in Exact Online
Updates an account
Try it β†’
Delete contact in Exact Online
Deletes a contact
Try it β†’
Delete account in Exact Online
Deletes an account
Try it β†’
Create document in Exact Online
Creates a new document
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Search item by code in Exact Online
Searches for an item by code
Try it β†’
Search cost unit by code in Exact Online
Searches for an item by code
Try it β†’
Search cost centre by code in Exact Online
Searches for a cost center by code
Try it β†’
Search contact by first name in Exact Online
Searches for a contact by first name
Try it β†’
Search bank account by account name in Exact Online
Searches for a bank account by name
Try it β†’
Search address by contact name in Exact Online
Searches for an address by contact name
Try it β†’
Create item in Exact Online
Creates a new item
Try it β†’
Create project in Exact Online
Creates a new project
Try it β†’
Create cost unit in Exact Online
Creates a new cost unit
Try it β†’
Create cost centre in Exact Online
Creates a new cost centre
Try it β†’
Create bank account in Exact Online
Creates a new bank account
Try it β†’
Create address in Exact Online
Creates a new address
Try it β†’
Create account in Exact Online
Creates an account
Try it β†’
Create contact in Exact Online
Creates an contact
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
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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 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 Exact Online + Salesforce Marketing Cloud?

Streamline your workflows by syncing contacts, automating data extension records, and triggering emails instantly between Exact Online and Salesforce Marketing Cloud.

What you can automate?
πŸ”„
Sync Exact Online contacts to Salesforce Marketing Cloud automatically
Capture every new or updated contact from Exact Online and instantly create or update subscribers in Salesforce Marketing Cloud without manual export.
πŸ“‹
Map comprehensive contact and account details
Transfer all available custom fields and attributes from Exact Online straight into your Salesforce Marketing Cloud data extensions for deeper audience segmentation.
πŸ””
Trigger instant notifications for campaign updates
Alert your marketing team immediately whenever critical customer records or items are modified in Exact Online.
πŸ”€
Segment subscribers based on specific account criteria
Route updated contacts to different Salesforce Marketing Cloud data extensions depending on the department, cost center, or tier submitted in Exact Online.
πŸ“Š
Keep marketing records synchronised in real time
Ensure that any modification to an account or contact in Exact Online automatically updates the corresponding record in Salesforce Marketing Cloud.
⚑
Upsert data extension records to prevent duplicates
Automatically match incoming Exact Online records with existing Salesforce Marketing Cloud data, updating existing entries instead of creating unwanted duplicates.
πŸ“§
Trigger transactional emails on account milestones
Send targeted emails using TriggerSend in Salesforce Marketing Cloud whenever specific project or financial milestones are reached in Exact Online.
πŸ“‘
Extend your workflow to Google Sheets
Pass updated contact data from Exact Online and Salesforce Marketing Cloud directly into Google Sheets for collaborative reporting and analysis.
And much more...

Who is Exact Online + Salesforce Marketing Cloud integration for?

Connecting Exact Online and Salesforce Marketing Cloud helps operations, marketing, and sales teams eliminate manual data entry and keep customer records perfectly aligned.

Finance Managers
Finance Managers
Marketing Campaign Managers
Marketing Campaign Managers
Client Success Leads
Client Success Leads
Sales Operations Specialists
Sales Operations Specialists
Email Marketing Specialists
Email Marketing Specialists
Data Compliance Officers
Data Compliance Officers
πŸ“ˆ
Finance Managers
You're tracking customer accounts in Exact Online but your marketing lists only update when someone manually exports contacts, so the campaign audiences you're targeting are always a few hours behind β€” with this integration, every new contact lands in Salesforce Marketing Cloud instantly and your data stays current.
🎯
Marketing Campaign Managers
You're launching promotional campaigns in Salesforce Marketing Cloud but rely on manual exports to find updated customer records from Exact Online, so time-sensitive emails reach leads too late β€” automating both apps means every contact update triggers subscriber creations instantly and your messaging stays timely.
🀝
Client Success Leads
You're managing client projects in Exact Online while reporting on engagement metrics from Salesforce Marketing Cloud, but manual sync delays leave stakeholders waiting for accurate updates β€” this integration means every record change reflects instantly across your marketing touchpoints and reporting stays transparent.
⚑
Sales Operations Specialists
You're processing high volumes of new accounts and contacts in Exact Online every day, but keeping Salesforce Marketing Cloud records up to date by hand creates massive backlogs β€” connecting these apps means every account update flows straight into your data extensions without manual intervention.
βœ‰οΈ
Email Marketing Specialists
You depend on upstream updates in Exact Online to trigger targeted outreach in Salesforce Marketing Cloud, but delayed handoffs cause missed engagement windows β€” automating both apps means subscriber records are created the moment contacts are updated so your team can act immediately.
πŸ›‘οΈ
Data Compliance Officers
You're auditing customer data across Exact Online and Salesforce Marketing Cloud, but manual data transfers keep leaving gaps in your audit history β€” with this integration, every contact and account modification is accurately recorded across platforms to ensure reliable records.
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 Exact Online + Salesforce Marketing Cloud

Build and manage your Exact Online + 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 Exact Online + 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
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 Exact Online to Salesforce Marketing Cloud?
Frequently Asked Questions
Connecting Exact Online to Salesforce Marketing Cloud takes just one click with ready-made workflows on Integrately. You can also ask Integrately AI to build the automation and map the fields for your exact workflow.
Can I automatically sync my Exact Online contacts to Salesforce Marketing Cloud?
Frequently Asked Questions
Can I connect Exact Online, Salesforce Marketing Cloud, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Salesforce Marketing Cloud?
Frequently Asked Questions
How does Exact Online handle contact updates in this integration?
Frequently Asked Questions
How are data extension records updated in Salesforce Marketing Cloud?
Frequently Asked Questions
Do I need coding skills to automate Exact Online and Salesforce Marketing Cloud?
Frequently Asked Questions
Is the Exact Online 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?
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Want to automate something else in your workflow?

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

Exact Online
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Salesforce Marketing Cloud
Popular Salesforce Marketing Cloud Integrations
Sync Salesforce Marketing Cloud with email, analytics, and CRM platforms to enhance your customer journey campaigns.