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Get more done with Tidio and Salesforce Marketing Cloud integration

Keep Salesforce Marketing Cloud journeys in step with what happens in Tidio chats.

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Integration availability depends on your Tidio plan.

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Category

Marketing Automation

Integration availability depends on your Tidio plan.

Compare plans

Use cases

What you can do with Tidio and Salesforce Marketing Cloud

Inject into the right journey

A conversation outcome can enter somebody into a Salesforce Marketing Cloud journey built for it.

Stop the wrong send

A complaint or an opt-out in chat suppresses the next message in the journey.

Correct the subscriber record

Details taken in conversation update the data extension the journey reads.

Answer about a campaign

Send history tells the agent which email the customer is quoting.

Overview

Salesforce Marketing Cloud runs the journeys, and a journey is only as good as the data extension behind it. Conversations produce exactly the corrections those journeys need: this person bought, complained, or asked to stop. Connecting Salesforce Marketing Cloud to Tidio lets a chat update the subscriber, inject somebody into the journey that fits, and suppress the sends that no longer make sense. The journeys stay where they are built.

Key features

  • Subscriber updates from chat A correction reaches the data extension, not just the chat.
  • Journey injection A conversation can start the journey that actually fits.
  • Suppression respected An opt-out in chat stops the scheduled sends.
  • Send history in view Agents see which message the customer received.
Salesforce Marketing Cloud logo

Salesforce Marketing Cloud

Marketing Automation

Tags

  • Marketing Automation

  • Email Marketing

How it works

Connect Salesforce Marketing Cloud in minutes

  1. 1

    Connect Salesforce Marketing Cloud and Tidio

    Zapier, Integrately or Make links the two, or the Tidio API can write to a data extension.

  2. 2

    Pick one data extension

    Write conversation events to a single, documented extension the journeys read.

  3. 3

    Keep journeys in the platform

    Entry rules, waits and sends stay in Salesforce Marketing Cloud.

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Frequently asked questions

Common questions about the Salesforce Marketing Cloud integration

Where should conversation data land?

In one data extension with a documented shape, not spread across several. Journeys in Salesforce Marketing Cloud are built against specific fields, and a chat integration writing wherever it likes is how a journey starts behaving in a way nobody can trace.

Can a chat pull somebody out of a journey?

Suppression is the reliable way to do it. Exiting a contact mid-journey depends on how the journey was built, and forcing it produces edge cases. Suppressing the sends achieves what the customer asked for, which is not receiving the messages.

Is the Salesforce Marketing Cloud integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Salesforce Marketing Cloud integration.