Salesforce Marketing Cloud + Wave Integration

Integrate Salesforce Marketing Cloud to Wave in one click, or tell Integrately AI how you want each invoice handled. Create subscribers, insert data extension records, update customer profiles, and trigger transactional emails automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
Arrow Right
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
  • Wave
    Create invoice in Wave
  • Wave
    Create customer in Wave
  • Wave
    Search customer in Wave
  • Wave
    Create Money Transaction in Wave
  • Wave
    Create Money Deposit Transaction in Wave
  • Wave
    Update customer in Wave
  • Wave
    Update product in Wave
  • Wave
    Create product in Wave

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Ready Workflows Ready Workflows for Salesforce Marketing Cloud + Wave Integration

Capture new invoices, insert data extension records, create subscribers, send transactional emails, and update financial profiles, all in just one click.

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Connect more apps to your Salesforce Marketing Cloud + Wave flow

Automatically update your CRM, notify your finance team, and keep customer records synchronised across your entire stack. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
Wave
+
SalesforceSalesforce (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
W
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When a new customer is created in Wave, create a contact in Salesforce, and insert a data extension record in Salesforce Marketing Cloud.
New Wave customers instantly populate your Salesforce CRM and Salesforce Marketing Cloud data extensions without manual data entry.
W
S
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When an invoice is created in Wave, create a task in Salesforce, and create a subscriber in Salesforce Marketing Cloud.
Every new Wave invoice triggers a sales task in Salesforce and sets up a subscriber in Salesforce Marketing Cloud instantly.
W
S
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If a Wave customer is created with enterprise billing, update the Salesforce account and upsert a data extension record in Salesforce Marketing Cloud.
Enterprise customers from Wave trigger priority account updates in Salesforce and data extension upserts in Salesforce Marketing Cloud.
W
S
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Use Claude to analyse whether new Wave customers meet billing criteria, create a Salesforce lead, and insert a data extension record in Salesforce Marketing Cloud.
Claude reviews new Wave customer profiles, opens a qualified Salesforce lead, and logs a data extension record in Salesforce Marketing Cloud.

Supported triggers and actions for Salesforce Marketing Cloud and Wave

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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Wave
Wave Triggers & Actions
Invoice is created in Wave
Triggers the automation when any invoice is added or modified
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Customer is created in Wave
Triggers the automation when a new customer is created
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Create invoice in Wave
Generates invoices for sales transactions
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Create customer in Wave
Adds a new customer to the database
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Search customer in Wave
Locates and retrieves customer information
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Create Money Transaction in Wave
Creates a new money transaction
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Create Money Deposit Transaction in Wave
Creates a new money deposit transaction
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Update customer in Wave
Updates a customer's information
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Update product in Wave
Updates product information
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Create product in Wave
Generates and launch new products
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What can you automate with Salesforce Marketing Cloud + Wave?

Streamline your financial and marketing operations by connecting Wave events to Salesforce Marketing Cloud actions in one click.

What you can automate?
🔄
Sync new Wave customers to Salesforce Marketing Cloud automatically
Every time a new customer is created in Wave, automatically register them as a subscriber or insert a data extension record in Salesforce Marketing Cloud without manual data transfer.
📋
Capture every submitted invoice and billing detail
Map all available Wave invoice fields and line items directly into your Salesforce Marketing Cloud data extensions instead of just basic contact names.
🔔
Alert your team the moment a customer is registered
Send instant notifications to your sales or finance channel whenever a new customer or invoice is created in Wave.
🔀
Route records based on billing tier or invoice amount
Apply conditional rules to handle enterprise accounts differently from standard customers when sending data to Salesforce Marketing Cloud.
✏️
Keep marketing records updated when invoices change
Automatically update existing subscriber records and upsert data extension entries whenever customer details are modified in Wave.
🔍
Search and prevent duplicate entries across platforms
Verify customer existence before creating new records to ensure your marketing database remains clean and free of duplicates.
💳
Trigger transactional emails upon invoice creation
Send immediate transactional emails using TriggerSend in Salesforce Marketing Cloud the moment a new invoice is issued in Wave.
🌐
Extend your financial workflow to your CRM
Connect Wave and Salesforce Marketing Cloud with HubSpot to create deals, update contacts, and maintain cross-platform visibility.
And much more...

Who is Salesforce Marketing Cloud + Wave integration for?

Connect billing records and marketing subscriber lists to eliminate manual data entry and keep financial insights synchronised across your entire revenue team.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Agency account managers
Agency account managers
Operations managers
Operations managers
Billing specialists
Billing specialists
Customer success leads
Customer success leads
📈
Performance marketers
You're running marketing campaigns based on customer acquisition metrics but your subscriber lists only update when someone manually exports records, so your audience segments are always a few hours behind — connecting these apps means every new customer lands in your data extensions instantly and your campaigns stay targeted.
Sales development reps
You need to act fast when billing events occur and you find out too late because financial records live in a separate system from your CRM — automating both apps means every new invoice triggers immediate lead creation so your team can follow up without delay.
📊
Agency account managers
You answer to clients who want to see real-time progress on billing and subscriber growth but compiling reports by hand leads to bottlenecks — with this integration, all billing and subscriber data synchronises automatically so client reporting is always up to date.
⚙️
Operations managers
The transaction volume is too high for anyone to keep up by hand and manual copy-pasting between systems introduces costly errors — automating both apps means customer records and invoices flow seamlessly across platforms without human intervention.
💰
Billing specialists
You own the invoicing workflow and depend on marketing teams to hand over subscriber data when accounts are created, causing frequent communication gaps — connecting these apps means every customer creation instantly updates your financial and marketing ledgers together.
🗂️
Customer success leads
You need a reliable customer history in your marketing tools but keep finding gaps where recent invoices or subscription changes were missed — automating both apps means every transaction writes directly to your data extensions so your records remain complete.
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 + Wave

Build and manage your Salesforce Marketing Cloud + Wave 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 + Wave 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Salesforce Marketing Cloud to Wave?
Frequently Asked Questions
You can connect Salesforce Marketing Cloud to Wave in 1 click using ready workflows or ask Integrately AI to build your automation. Integrately supports 1,500+ apps including Salesforce, Slack, and Gmail.
Can I automatically create a subscriber in Salesforce Marketing Cloud when a new customer is created in Wave?
Frequently Asked Questions
Can I connect Salesforce Marketing Cloud, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce Marketing Cloud and Wave?
Frequently Asked Questions
How does Salesforce Marketing Cloud handle data extension records from Wave?
Frequently Asked Questions
How do Wave customer events trigger Salesforce Marketing Cloud updates?
Frequently Asked Questions
Can I automate Salesforce Marketing Cloud and Wave without coding?
Frequently Asked Questions
Is the Salesforce Marketing Cloud and Wave integration free?
Frequently Asked Questions
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