Salesforce Marketing Cloud + ServeManager Integration

Connect Salesforce Marketing Cloud to ServeManager - Automate your workflows in 1-click

Set up Salesforce Marketing Cloud automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of ServeManager automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Salesforce Marketing Cloud & ServeManager using Integrately.
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Salesforce Marketing Cloud + ServeManager Integration
1.
  • ServeManager
    Job is created in ServeManager

    Triggers the automation whenever a new job is created

  • ServeManager
    Attempt is logged in ServeManager

    Triggers the automation whenever an effort to serve legal documents is initiated

  • ServeManager
    Affidavit is created in ServeManager

    Triggers the automation whenever a new affidavit is created

  • ServeManager
    Company is created in ServeManager

    Triggers the automation whenever a new company is created

  • ServeManager
    Invoice is issued in ServeManager

    Triggers the automation whenever a new invoice is issued

2.
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud

    Automatically adds a new record to a data extension within a particular system

  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud

    Automatically updates or inserts a record into a data extension to ensure that it's up-to-date

  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud

    Automatically sends a transactional email using TriggerSend

  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud

    Automatically adds new users to the subscription list

  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud

    Automatically confirm the validity of an email address

  • ServeManager
    Create job in ServeManager

    Automatically generates new job

  • ServeManager
    Create court case in ServeManager

    Automatically generates a new court case record with relevant information

  • ServeManager
    Search court case in ServeManager

    Automatically retrieves information on a court case

  • ServeManager
    Search job in ServeManager

    Automatically searches for a job

  • ServeManager
    Create company in ServeManager

    Automatically generates a new company profile with given details

  • ServeManager
    Search company in ServeManager

    Automatically find information about a company

  • ServeManager
    Create note in ServeManager

    Automatically creates a new note in the particular format

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Integrate Salesforce Marketing Cloud & ServeManager In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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You Can Also Connect Salesforce Marketing Cloud or ServeManager With 1200+ Other Apps

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Salesforce Marketing Cloud is an integrated platform that helps marketers deliver personalized experiences across every customer touchpoint, every channel, every device—across the entire customer journey.

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ServeManager streamlines the process of serving legal documents and tracking their delivery. It provides a fully-integrated suite of tools for managing all aspects of the service of process. It's simple, easy to use and makes your job easier.

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