Salesforce Marketing Cloud + Salesmate Integration

Integrate Salesforce Marketing Cloud to Salesmate in one click, or tell Integrately AI how you want each contact handled. Track pipeline updates, insert data extension records, send transactional emails, and update subscriber lists automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
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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
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate

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Ready Workflows Ready Workflows for Salesforce Marketing Cloud + Salesmate Integration

Add contacts to data extension records, trigger transactional emails, update subscriber lists, and sync deal details, all in just one click.

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

Send Salesforce Marketing Cloud email for new Salesmate deal

Whenever a new deal is created in your Salesmate, you'll want to communicate with your team to make sure everyone is on the same page. Sending Salesforce Marketing Cloud email ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Salesmate - Salesforce Marketing Cloud integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Salesmate + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Salesmate contact

Anytime a new contact is added to your Salesmate, automatically send them a email through Salesforce Marketing Cloud letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Salesmate - Salesforce Marketing Cloud integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Salesmate + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact for new Salesmate contact

If you're using Salesmate to manage your sales leads, it's important to also use Salesforce Marketing Cloud to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Salesmate, a corresponding contact will automatically be created in Salesforce Marketing Cloud.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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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 Salesforce Marketing Cloud + Salesmate flow

Capture submissions, schedule meetings, notify your team, and keep your entire marketing and sales stack synchronized. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
Salesmate
+
TypeformTypeform (4)
+
CalendlyCalendly (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
ZoomZoom (4)
T
S
S
When a new response is submitted in Typeform, create a contact in Salesmate and create a subscriber in Salesforce Marketing Cloud.
Every Typeform response immediately creates a contact in Salesmate and a subscriber in Salesforce Marketing Cloud without manual data entry.
T
S
S
When a response is submitted in Typeform, create a deal in Salesmate and upsert a data extension record in Salesforce Marketing Cloud.
Turn Typeform submissions into Salesmate deals and updated data extension records in Salesforce Marketing Cloud instantly.
T
S
S
If a Typeform response indicates a high-value enquiry, create a deal in Salesmate and send transactional email using TriggerSend in Salesforce Marketing Cloud.
Route high-value Typeform enquiries into Salesmate deals while triggering immediate transactional emails via Salesforce Marketing Cloud.
T
C
S
S
Use ChatGPT to analyse every new Typeform response, create a contact in Salesmate, and insert a data extension record in Salesforce Marketing Cloud.
AI analyses your Typeform submissions before creating structured contact records in Salesmate and data extension entries in Salesforce Marketing Cloud.

Supported triggers and actions for Salesforce Marketing Cloud and Salesmate

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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Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
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Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
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Deal is created in Salesmate
Triggers the automation when a deal is created
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Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
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Company is created in Salesmate
Triggers the automation when a new company is created
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Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
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Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
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Activity is created in Salesmate
Triggers the automation when a new activity is created
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Create contact in Salesmate
Adds a new contact to the database
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Search contact in Salesmate
Finds and retrieves contact information
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Update contact in Salesmate
Updates contact information with new details
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Get contact by id in Salesmate
Retrieves a contact's information based on their id
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Create deal in Salesmate
Generates a new deal with
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Update deal in Salesmate
Updates deal information based on new criteria or changes
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Search deal in Salesmate
Retrieves and find a deal
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Create activity in Salesmate
Generates a new activity or task
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Update activity in Salesmate
Updates the activity with the latest information
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Search activity in Salesmate
Retrieves search results based on particular criteria
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Create company in Salesmate
Generates a new company profile with given details
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Update company in Salesmate
Updates company information
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Search company in Salesmate
Finds information about a company
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Create note in Salesmate
Creates a new note in the particular format
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What can you automate with Salesforce Marketing Cloud + Salesmate?

Streamline customer journeys, CRM pipelines, and data extension updates with automated workflows.

What you can automate?
🔄
Sync new contacts between Salesmate and Salesforce Marketing Cloud
Automatically transfer every new contact created in Salesmate straight into your Salesforce Marketing Cloud subscriber list or data extension. Eliminate manual export steps and keep your marketing lists current.
📋
Capture every submitted custom field and detail
Map all available contact attributes and custom properties between Salesmate and Salesforce Marketing Cloud instead of just basic names and emails. Your data extensions remain fully detailed for segmentation.
🔔
Alert your team the moment a deal updates
Trigger instant notifications or transactional emails whenever critical sales milestones occur in Salesmate. Keep stakeholders informed across channels without checking multiple dashboards.
🔀
Route records based on submitted field criteria
Apply conditional logic to direct high-value prospects into specific data extensions or trigger targeted transactional emails based on specific Salesmate deal stages and contact properties.
📝
Keep marketing records updated as deals progress
Automatically update data extension records in Salesforce Marketing Cloud whenever corresponding deal stages or contact details change in Salesmate. Maintain unified customer profiles across platforms.
🔍
Upsert records to prevent duplicate entries
Use intelligent upsert operations to match existing subscriber records and contacts rather than creating accidental duplicates. Keep your databases clean and structured.
Handle later status changes and cancellations
Automate adjustments when deal statuses close, meetings get cancelled, or subscriptions expire. Reflect final outcomes across both your CRM and engagement platforms instantly.
🔌
Extend your workflow with third-party tools
Connect your core Salesforce Marketing Cloud and Salesmate flow to Slack, Google Sheets, or Calendly to notify teams, log backups, or capture initial bookings seamlessly.
And much more...

Who is Salesforce Marketing Cloud + Salesmate integration for?

Operations managers, marketing directors, and sales professionals eliminate manual data silos between CRM records and customer journey campaigns.

Marketing Analysts
Marketing Analysts
Sales Development Reps
Sales Development Reps
Agency Account Managers
Agency Account Managers
Lead Generation Specialists
Lead Generation Specialists
Enterprise Account Executives
Enterprise Account Executives
CRM Database Administrators
CRM Database Administrators
📈
Marketing Analysts
You're reporting on campaign performance across Salesforce Marketing Cloud, but your Salesmate metrics only update when someone manually exports records, so your conversion counts are always hours behind — with this integration, every pipeline update lands instantly and your reporting stays accurate.
Sales Development Reps
You need to act fast when prospects engage with your marketing campaigns, but notification delays mean you find out too late to connect while intent is high — automating both apps means every contact lands in your CRM the moment it registers so you can follow up immediately.
📋
Agency Account Managers
You answer to clients who expect real-time progress reports across their sales pipelines and email campaigns, but manual syncing leaves constant gaps in your data — with this integration, every deal change and subscriber update flows automatically into unified dashboards.
🌊
Lead Generation Specialists
The volume of incoming leads across your channels is too high for anyone to keep up with by hand, leading to missed entries and lost opportunities — connecting these apps means thousands of records sync effortlessly without creating bottlenecks.
🤝
Enterprise Account Executives
You own the closing stage and depend on marketing teams to hand over qualified prospect data on time, but manual transfers cause recurring handoff friction — this integration means qualified leads transfer seamlessly with complete interaction histories intact.
🗂️
CRM Database Administrators
You need a reliable customer history across all touchpoints, but manual entry errors keep leaving frustrating gaps in your audit trails — automating both apps means every subscriber record and deal stage update logs reliably without manual discrepancies.
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 Salesforce Marketing Cloud + Salesmate

Build and manage your Salesforce Marketing Cloud + Salesmate 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 + Salesmate 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
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
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Salesforce Marketing Cloud to Salesmate?
Frequently Asked Questions
You can connect Salesforce Marketing Cloud to Salesmate in one click using ready templates on Integrately, or ask Integrately AI to build the workflow for you. It takes seconds to link your accounts and start syncing records alongside apps like Slack, Google Sheets, and Calendly.
Can I automatically sync new Salesmate contacts into Salesforce Marketing Cloud?
Frequently Asked Questions
Can I connect Salesforce Marketing Cloud, Salesmate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce Marketing Cloud and Salesmate?
Frequently Asked Questions
How does Salesforce Marketing Cloud handle data extension updates here?
Frequently Asked Questions
How does Salesmate trigger updates in Salesforce Marketing Cloud?
Frequently Asked Questions
Do I need coding skills to automate Salesforce Marketing Cloud and Salesmate?
Frequently Asked Questions
Is the Salesforce Marketing Cloud and Salesmate integration free?
Frequently Asked Questions
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