Salesforce Marketing Cloud + Refersion Integration

Integrate Refersion to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each affiliate handled. Insert data extension records, send transactional emails using TriggerSend, create subscribers, and validate email addresses automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion 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
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion

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Ready Workflows Ready Workflows for Refersion + Salesforce Marketing Cloud Integration

Create subscribers for new affiliates, insert data extension records, validate email addresses, and send transactional emails using TriggerSend, all in just one click.

Most popular automationsmost-popular-automations
Refersion + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact for new Refersion affiliate

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 Refersion affiliate 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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Refersion + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Refersion affiliate

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 Refersion affiliate, 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 Refersion + Salesforce Marketing Cloud flow

Capture affiliate data, track performance, sync revenue details, and trigger multi-channel follow-ups. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
Refersion
+
ShopifyShopify (5)
+
Google Analytics 4Google Analytics 4 (4)
+
KlaviyoKlaviyo (4)
+
Meta AdsMeta Ads (3)
+
TypeformTypeform (3)
+
StripeStripe (3)
R
S
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Create a Shopify customer when an affiliate is created in Refersion, and create a Salesforce Marketing Cloud subscriber.
New Refersion affiliates instantly create Shopify customer profiles and Salesforce Marketing Cloud subscribers without manual data entry.
R
S
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When a conversion is created in Refersion, create a Shopify order and insert a Salesforce Marketing Cloud data extension record.
Refersion conversions automatically generate Shopify orders and data extension records in Salesforce Marketing Cloud.
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S
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When affiliate status changes in Refersion, update the Shopify customer and upsert a Salesforce Marketing Cloud data extension record.
Affiliate status updates in Refersion automatically update Shopify customer details and Salesforce Marketing Cloud data extensions.
R
S
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If a conversion is approved in Refersion, create a Shopify order and insert a Salesforce Marketing Cloud data extension record.
Approved conversions in Refersion automatically create Shopify orders and Salesforce Marketing Cloud data extension records.
R
C
S
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Use Claude to analyse new Refersion conversions, create a Shopify order for VIPs, and add a Salesforce Marketing Cloud subscriber.
Claude analyses Refersion conversions to trigger VIP Shopify orders and Salesforce Marketing Cloud subscriber creation.

Supported triggers and actions for Salesforce Marketing Cloud and Refersion

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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Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
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Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
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Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
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Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
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Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
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Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
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Create affiliate in Refersion
Generates unique referral links for affiliate partners
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Search affiliate in Refersion
Searches for a particular affiliate partner
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Get affiliate in Refersion
Retrieves details of an affiliate partner
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Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
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What can you automate with Refersion + Salesforce Marketing Cloud?

Streamline your affiliate marketing workflows by connecting affiliate events directly to subscriber creation, data extensions, and transactional emails.

What you can automate?
👥
Create subscribers automatically from new affiliates
Whenever a new affiliate registers in Refersion, automatically create a subscriber in Salesforce Marketing Cloud to kick off your marketing journeys without manual data entry.
📝
Capture complete affiliate details across custom fields
Map all affiliate details and metadata from Refersion into Salesforce Marketing Cloud data extensions instead of just basic names and email addresses.
📨
Trigger immediate email alerts for conversions
Send transactional emails using TriggerSend in Salesforce Marketing Cloud the moment an affiliate conversion is approved or created in Refersion.
🔀
Route affiliates dynamically based on program data
Insert data extension records or create subscribers in Salesforce Marketing Cloud depending on whether the Refersion conversion or affiliate status meets specific criteria.
🔄
Keep subscriber records synchronized when details change
Automatically update Salesforce Marketing Cloud data extensions and subscriber profiles whenever an affiliate updates their details or status in Refersion.
🗄️
Upsert records to prevent duplicate database entries
Use upsert operations in Salesforce Marketing Cloud to update existing affiliate profiles or create new ones cleanly without cluttering your system.
Manage conversions through approval and cancellation
Automatically update data extension records in Salesforce Marketing Cloud when a conversion is approved, denied, or cancelled in Refersion.
🛍️
Sync affiliate data with Shopify to track orders
Connect Refersion and Salesforce Marketing Cloud with Shopify to automatically create customer orders and trigger targeted email campaigns.
And much more...

Who is Refersion + Salesforce Marketing Cloud integration for?

Marketers, affiliate managers, and CRM administrators connecting Refersion to Salesforce Marketing Cloud streamline lead routing, eliminate manual data entry, and keep marketing campaigns perfectly synchronized.

Affiliate marketing directors
Affiliate marketing directors
Campaign operations specialists
Campaign operations specialists
Agency account managers
Agency account managers
E-commerce growth managers
E-commerce growth managers
Email marketing specialists
Email marketing specialists
CRM database administrators
CRM database administrators
📊
Affiliate marketing directors
You review affiliate program performance weekly but your subscriber lists only update when someone manually exports data, so the conversion counts you report on are always outdated — with this integration, every new affiliate lands in your marketing cloud instantly and your campaign numbers stay current.
Campaign operations specialists
You need to trigger welcome emails the moment an affiliate joins, but delays in moving data leave new partners waiting hours for engagement — with this integration, every new affiliate triggers immediate subscriber creation and transactional emails without manual intervention.
📋
Agency account managers
Your clients expect real-time updates on affiliate acquisition and marketing reach, but manual tracking leaves gaps in your progress reports — with this integration, every affiliate conversion updates data extensions automatically and keeps client reporting flawless.
🚀
E-commerce growth managers
Your brand handles thousands of affiliate signups and conversions daily, making manual subscriber management impossible to sustain without errors — with this integration, high-volume data flows seamlessly from affiliate tracking into your marketing cloud.
✉️
Email marketing specialists
You rely on affiliate acquisition teams to pass lead details before you can send targeted campaigns, causing frustrating bottlenecks in your outreach schedule — with this integration, every new affiliate is created as a subscriber the second they register.
🗂️
CRM database administrators
You audit customer data and marketing touchpoints regularly, but manual record creation often results in missing affiliate profiles and broken attribution histories — with this integration, every conversion and affiliate change is logged accurately into data extensions.
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Why choose Integrately to automate Salesforce Marketing Cloud + Refersion

Build and manage your Salesforce Marketing Cloud + Refersion 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 + Refersion 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?

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Frequently Asked Questions

How do I connect Refersion to Salesforce Marketing Cloud?
Frequently Asked Questions
Connecting Refersion to Salesforce Marketing Cloud takes just one click with Integrately, allowing you to sync affiliate data, create subscribers, and update marketing records instantly. Use ready templates or ask Integrately AI to build custom workflows tailored to your affiliate marketing program.
Can I automatically create Salesforce Marketing Cloud subscribers from Refersion affiliates?
Frequently Asked Questions
Can I connect Refersion, Salesforce Marketing Cloud, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for Refersion and Salesforce Marketing Cloud?
Frequently Asked Questions
How does Refersion handle affiliate data creation in integrations?
Frequently Asked Questions
How are data extension records updated in Salesforce Marketing Cloud?
Frequently Asked Questions
Can I set up this automation without writing any code?
Frequently Asked Questions
Is the Refersion and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
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You Can Also Connect Refersion or Salesforce Marketing Cloud With 1500+ Other Apps

Refersion
Popular Refersion Integrations
Connect Refersion to affiliate networks, e-commerce platforms, and analytics tools to manage and scale your partner programs.
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Salesforce Marketing Cloud
Popular Salesforce Marketing Cloud Integrations
Sync Salesforce Marketing Cloud with CRM, customer support, and survey tools to keep customer data unified across your stack.