Fluid Pay + Salesforce Marketing Cloud Integration

Integrate Fluid Pay to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each transaction handled. Capture transaction details, update records, trigger targeted emails, and manage your marketing lists automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Fluid Pay
    Transaction is created in Fluid Pay Instant
  • Fluid Pay
    Transaction is captured in Fluid Pay Instant
  • Fluid Pay
    Transaction is updated in Fluid Pay Instant
  • Fluid Pay
    Transaction becomes void in Fluid Pay Instant
  • Fluid Pay
    Transaction is settled in Fluid Pay Instant
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2.
  • Fluid Pay
    Create invoice in Fluid Pay
  • Fluid Pay
    Update invoice in Fluid Pay
  • Fluid Pay
    Search invoice in Fluid Pay
  • Fluid Pay
    Delete invoice in Fluid Pay
  • Fluid Pay
    Get invoice by id in Fluid Pay
  • Fluid Pay
    Create user in Fluid Pay
  • Fluid Pay
    Create plan in Fluid Pay
  • Fluid Pay
    Refund in Fluid Pay
  • Fluid Pay
    Create add-on in Fluid Pay
  • Fluid Pay
    Create discount in Fluid Pay
  • Fluid Pay
    Search transaction in Fluid Pay
  • 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 Β  for Fluid Pay + Salesforce Marketing Cloud Integration

Capture transactions, sync payment details, update subscriber lists, trigger targeted emails, and manage records, 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 Fluid Pay + Salesforce Marketing Cloud flow

Connect invoicing tools, e-commerce platforms, payment gateways, forms, and messaging apps to extend your core automation. Pick a combination and activate it in one click.

Fluid Pay
Salesforce Marketing Cloud
+
QuickBooks OnlineQuickBooks Online (4)
+
ShopifyShopify (4)
+
StripeStripe (4)
+
TypeformTypeform (4)
+
SlackSlack (4)
+
GmailGmail (4)
F
S
Q
Log every Fluid Pay transaction in QuickBooks Online invoices, and update Salesforce Marketing Cloud records instantly
Fluid Pay transactions instantly update your Salesforce Marketing Cloud records and generate matching QuickBooks Online invoices without manual data entry.
F
S
Q
When a Fluid Pay transaction is settled, update QuickBooks Online invoices and create a Salesforce Marketing Cloud subscriber
Settled Fluid Pay payments update QuickBooks Online invoices and register new subscribers in Salesforce Marketing Cloud automatically.
F
S
Q
If a Fluid Pay transaction is captured, search QuickBooks Online invoices and record the data in Salesforce Marketing Cloud
Captured transactions search QuickBooks Online invoices and log structured updates inside Salesforce Marketing Cloud.
F
S
Q
When a Fluid Pay transaction becomes void, delete the QuickBooks Online invoice and update Salesforce Marketing Cloud
Voided Fluid Pay transactions remove the matching QuickBooks Online invoice and update records in Salesforce Marketing Cloud.

Supported triggers and actions for Fluid Pay and Salesforce Marketing Cloud

Mix and match to build the exact automation you need

Fluid Pay
Fluid Pay Triggers & Actions
Instant
Transaction is created in Fluid Pay
Triggers the automation when a new transaction is created
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Instant
Transaction is captured in Fluid Pay
Triggers the automation when a new transaction occurs
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Instant
Transaction is updated in Fluid Pay
Triggers the automation when a transaction is updated
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Instant
Transaction becomes void in Fluid Pay
Triggers the automation when a transaction becomes void
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Instant
Transaction is settled in Fluid Pay
Triggers the automation when a transaction is settled
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Create invoice in Fluid Pay
Generates invoices for sales transactions
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Update invoice in Fluid Pay
Updates invoice details based on new information
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Search invoice in Fluid Pay
Locates and retrieves invoices with
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Delete invoice in Fluid Pay
Deletes selected invoice records
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Get invoice by id in Fluid Pay
Retrieves a invoice using its id
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Create user in Fluid Pay
Generates a new user account
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Create plan in Fluid Pay
Generates a new plan based on user input
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Refund in Fluid Pay
Processes a refund
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Create add-on in Fluid Pay
Creates a new add-on
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Create discount in Fluid Pay
Generates a new discount code for customers to use at checkout
Try it β†’
Search transaction in Fluid Pay
Searches for a transaction
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
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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
Try it β†’

What can you automate with Fluid Pay + Salesforce Marketing Cloud?

Streamline your transaction processing and marketing workflows by connecting payment events directly to your customer database.

What you can automate?
⚑
Sync every new transaction instantly
Capture every transaction created in Fluid Pay and automatically insert a data extension record in Salesforce Marketing Cloud. Eliminate manual data entry and keep your customer lists accurate in real time.
πŸ“‹
Map comprehensive transaction details
Transfer complete payment metadata, invoice amounts, and customer details directly into your Salesforce Marketing Cloud data extensions instead of basic names and emails.
πŸ””
Alert your team on payment events
Send instant notifications to your sales or finance channel whenever a transaction is settled, captured, or updated in Fluid Pay.
πŸ”€
Route records based on payment tiers
Perform different actions depending on specific transaction values or currencies submitted through your Fluid Pay gateway.
πŸ”„
Keep marketing records up to date
Automatically update subscriber information and data extension records whenever transaction details change or invoices are modified in Fluid Pay.
πŸ”
Search and upsert to prevent duplicates
Search existing customer entries and upsert data extension records in Salesforce Marketing Cloud to maintain a clean and deduplicated database.
βš™οΈ
Handle later lifecycle status changes
Trigger automated workflows when transactions become settled, captured, voided, or refunded in Fluid Pay.
πŸ”—
Extend your workflow to QuickBooks Online
Connect Fluid Pay and Salesforce Marketing Cloud with QuickBooks Online to generate invoices and update financial records automatically.
And much more...

Who is Fluid Pay + Salesforce Marketing Cloud integration for?

Teams processing transactions and managing customer engagement rely on this automation to keep financial records and marketing databases perfectly synchronized.

Performance marketers
Performance marketers
Customer success managers
Customer success managers
Agency account managers
Agency account managers
E-commerce support teams
E-commerce support teams
Sales development reps
Sales development reps
Finance operations analysts
Finance operations analysts
πŸ“ˆ
Performance marketers
You're running campaigns driving transactions through Fluid Pay, but your campaign reporting spreadsheets only update when someone manually exports payment rows, so the conversion counts you're optimising against are always a few hours behind β€” with this integration, every new transaction record lands in your marketing platform instantly and your data stays current.
🀝
Customer success managers
You manage onboarding for new clients completing purchases in Fluid Pay, but customer lists in Salesforce Marketing Cloud lag behind actual sales, so new buyers miss out on timely welcome sequences β€” automating both apps means every completed payment immediately creates a subscriber record so your welcome emails trigger without delay.
πŸ“Š
Agency account managers
You report on transaction volume and revenue milestones to clients every week, but compiling data from payment gateways into marketing reports takes hours of tedious spreadsheet work β€” connecting these apps means all transaction data flows straight into your marketing extension so your client reporting is ready on demand.
πŸ“¦
E-commerce support teams
You handle customer inquiries about payment confirmations and order receipts, but disconnected systems mean you waste valuable time cross-referencing gateway logs and CRM entries β€” this integration means every transaction update immediately reflects in your customer records so you can answer questions on the first call.
🎯
Sales development reps
You depend on immediate lead routing when a prospect completes a transaction, but manual list updates leave hot buyers sitting unassigned in your gateway console β€” automating both apps means every settled payment creates an immediate subscriber in your marketing cloud so your sales outreach starts right away.
πŸ’³
Finance operations analysts
You monitor transaction settlements and payment updates across your business accounts, but missing data syncs between payment gateways and marketing databases leave frustrating gaps in your audit trail β€” this integration means every transaction lifecycle event is accurately logged so your financial and marketing histories match perfectly.
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 Fluid Pay + Salesforce Marketing Cloud

Build and manage your Fluid Pay + 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 Fluid Pay + 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
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2
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Fluid Pay to Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect Fluid Pay to Salesforce Marketing Cloud in 1 click using ready templates on Integrately, or use Integrately AI to configure custom workflows linking your payment gateway with QuickBooks Online, Shopify, Stripe, Typeform, Slack, and Gmail.
Can I automatically sync Fluid Pay transactions to Salesforce Marketing Cloud data extensions?
Frequently Asked Questions
Can I connect Fluid Pay, Salesforce Marketing Cloud, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Fluid Pay and Salesforce Marketing Cloud?
Frequently Asked Questions
How does Fluid Pay handle transaction triggers with Salesforce Marketing Cloud?
Frequently Asked Questions
Can I update subscriber data extensions in Salesforce Marketing Cloud from payment events?
Frequently Asked Questions
Do I need coding skills to automate Fluid Pay and Salesforce Marketing Cloud?
Frequently Asked Questions
Is the Fluid Pay and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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You Can Also Connect Fluid Pay or Salesforce Marketing Cloud With 1500+ Other Apps

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