Salesforce Marketing Cloud + Simpro Integration

Integrate Salesforce Marketing Cloud to Simpro in one click, or tell Integrately AI how you want each contact handled. Create subscribers, update data extension records, send transactional emails, and validate email addresses automatically.

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1.
  • Simpro
    Recurring invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Job is created in Simpro Instant
  • Simpro
    Company customer created in Simpro Instant
  • Simpro
    Job is updated in Simpro Instant
  • Simpro
    Company customer updated in Simpro Instant
  • Simpro
    Site is created in Simpro Instant
  • Simpro
    Site is updated in Simpro Instant
  • Simpro
    Individual customer created in Simpro Instant
  • Simpro
    Individual customer updated in Simpro Instant
  • Simpro
    Quote is created in Simpro Instant
  • Simpro
    Quote is updated in Simpro 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
  • Simpro
    Update lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Get contact by ID in Simpro
  • Simpro
    Create individual customer in Simpro
  • Simpro
    Search individual customer in Simpro
  • Simpro
    Search company customer in Simpro
  • Simpro
    Create contact in Simpro
  • Simpro
    Create company customer in Simpro
  • Simpro
    Create service job in Simpro
  • Simpro
    Search job in Simpro
  • Simpro
    Create site in Simpro
  • Simpro
    Search contact in Simpro
  • Simpro
    Search site in Simpro
  • Simpro
    Create service quote in Simpro
  • Simpro
    Search quote in Simpro
  • Simpro
    Create activity schedule block in Simpro

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Ready Workflows Ready Workflows for Salesforce Marketing Cloud + Simpro Integration

Create subscribers, update data extension records, send transactional emails, and validate email addresses, all in just one click.

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

Create Salesforce Marketing Cloud contact for new simPRO individual customer

If you're using simPRO 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 individual customer is created in simPRO, 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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Activate
Simpro + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new simPRO individual customer

Anytime a new individual customer is added to your simPRO, 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 simPRO - Salesforce Marketing Cloud integration, you can rest assured that your new individual customer 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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Activate
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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 + Simpro flow

Connect your core customer records with messaging, billing, and CRM platforms to keep your operations synchronized. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
Simpro
+
SalesforceSalesforce (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
StripeStripe (3)
+
XeroXero (3)
+
GmailGmail (3)
+
TwilioTwilio (3)
S
S
S
When a new contact is created in Simpro, create a subscriber in Salesforce Marketing Cloud and add the lead in Salesforce.
New Simpro contacts instantly create subscribers in Salesforce Marketing Cloud and populate records in Salesforce without manual exports.
S
S
S
When a new job is created in Simpro, insert a data extension record in Salesforce Marketing Cloud and update the account in Salesforce.
Simpro job details automatically update your Salesforce Marketing Cloud data extension and synchronize account information in Salesforce.
S
S
S
When a new invoice is created in Simpro, upsert a data extension record in Salesforce Marketing Cloud and create an opportunity in Salesforce.
New Simpro invoices instantly update Salesforce Marketing Cloud data extensions and create tracking opportunities in Salesforce.

Supported triggers and actions for Salesforce Marketing Cloud and Simpro

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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Simpro
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
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Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
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Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
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Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
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Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
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Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Instant
Job is updated in Simpro
Triggers the automation when a job is updated
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Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
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Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
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Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Update lead in Simpro
Updates specified lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Create lead in Simpro
Adds a new lead to the database
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create individual customer in Simpro
Creates a new individual customer record
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Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
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Create company customer in Simpro
Creates a new company customer record
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Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
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Create service quote in Simpro
Generates a new service quote
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Search quote in Simpro
Searches for a quote
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Create activity schedule block in Simpro
Creates a new activity schedule block
Try it →

What can you automate with Salesforce Marketing Cloud + Simpro?

Streamline your marketing campaigns and field service operations with powerful automated workflows.

What you can automate?
🔄
Sync new Simpro contacts to Salesforce Marketing Cloud subscribers
Automatically create a subscriber in Salesforce Marketing Cloud whenever a new contact is created in Simpro. Eliminate manual export steps and keep your mailing lists updated.
📋
Capture every submitted job detail in data extensions
Map complete Simpro job data directly into your Salesforce Marketing Cloud data extension records instead of relying on basic summaries. Your marketing database becomes a comprehensive resource.
✉️
Send transactional emails for new invoices
Trigger automated transactional emails using TriggerSend in Salesforce Marketing Cloud the moment an invoice is created in Simpro. Notify customers instantly of billing details.
🔀
Route records based on submitted field criteria
Execute different automation paths depending on specific field values submitted in Simpro quotes or jobs. Ensure VIP clients and standard customers receive tailored processing.
🔄
Keep subscriber profiles updated as records change
Automatically update existing subscriber records in Salesforce Marketing Cloud whenever customer or contact details are modified in Simpro. Maintain accurate customer profiles.
🛠️
Upsert records to prevent duplicate data entries
Use upsert operations in Salesforce Marketing Cloud when Simpro updates invoices or customer records. Prevent redundant entries and keep your database clean.
✅
Validate email addresses upon contact creation
Run automated email validation checks in Salesforce Marketing Cloud whenever a new individual or company customer is created in Simpro. Protect your sender reputation.
🔌
Extend workflows to connect with Gmail notifications
Connect your core Simpro and Salesforce Marketing Cloud flow to Gmail to send internal team alerts whenever major service jobs are scheduled. Keep all stakeholders informed.
And much more...

Who is Salesforce Marketing Cloud + Simpro integration for?

Marketing and field service teams connecting customer data between Salesforce Marketing Cloud and Simpro eliminate manual re-entry and keep records perfectly aligned.

Marketing Analysts
Marketing Analysts
Field Service Coordinators
Field Service Coordinators
Account Managers
Account Managers
Operations Directors
Operations Directors
Dispatch Supervisors
Dispatch Supervisors
Data Compliance Officers
Data Compliance Officers
📈
Marketing Analysts
You're compiling campaign reports from Salesforce Marketing Cloud but your Simpro job metrics only update when someone manually exports data, so the performance counts you're reviewing are always hours behind — with this integration, every new job record lands in your marketing platform instantly and your reports stay current.
⚡
Field Service Coordinators
You need to act fast on new client sign-ups in Simpro, but you find out about new leads too late because marketing contacts remain trapped in Salesforce Marketing Cloud — with this integration, every contact streams across platforms immediately so you can dispatch field staff without delay.
🤝
Account Managers
You answer to key clients who want to see prompt follow-up on service requests, but data silos between Simpro and Salesforce Marketing Cloud cause frustrating communication gaps — automating both apps means client updates flow seamlessly and stakeholders always see accurate progress.
📊
Operations Directors
The volume of new customer invoices and job schedules is too high for your staff to keep up with by hand, leading to missed data entries across Salesforce Marketing Cloud and Simpro — connecting these apps means high-volume processing runs automatically without hiring extra administrative help.
🔧
Dispatch Supervisors
You own the job scheduling step and depend on someone upstream to hand over contact details from Salesforce Marketing Cloud into Simpro, causing bottlenecks — this integration means contact handoffs happen instantly so your dispatch team can assign technicians right away.
🗂️
Data Compliance Officers
You need a reliable audit history for customer communications and job records, but manual entry keeps leaving gaps between Salesforce Marketing Cloud and Simpro databases — automating both apps means every record matches perfectly and your audit trail remains completely intact.
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Why choose Integrately to automate Salesforce Marketing Cloud + Simpro

Build and manage your Salesforce Marketing Cloud + Simpro 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 + Simpro 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Salesforce Marketing Cloud to Simpro?
Frequently Asked Questions
You can connect Salesforce Marketing Cloud to Simpro in 1-click using ready-made templates on Integrately. You can also use Integrately AI to configure custom data flows involving Salesforce, QuickBooks Online, Stripe, Xero, Gmail, and Twilio without writing any code.
Can I automatically sync new Simpro contacts to Salesforce Marketing Cloud subscribers?
Frequently Asked Questions
Can I connect Salesforce Marketing Cloud, Simpro, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce Marketing Cloud and Simpro?
Frequently Asked Questions
How do data extension records update in Salesforce Marketing Cloud from Simpro jobs?
Frequently Asked Questions
Can I validate email addresses in Salesforce Marketing Cloud when a customer is created in Simpro?
Frequently Asked Questions
Do I need coding skills to automate Salesforce Marketing Cloud and Simpro?
Frequently Asked Questions
Is the Salesforce Marketing Cloud and Simpro integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce Marketing Cloud or Simpro With 1500+ Other Apps

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Simpro
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Sync Simpro with accounting, scheduling, and invoicing tools to streamline your field service operations.
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