Salesforce + Lob Integration

Use Autopilot to automate and integrate Salesforce and Lob.

Marketing Automation ideas to integrate Salesforce and Lob

Intercom Tag to Mail Lob Postcard

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Intercom Tag to Update Salesforce Field

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Salesforce Field Changed to Mail Lob Postcard to Send Push Notification

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Salesforce Campaign Trigger to Mail Lob Postcard to Send Push Notification

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Subscribed to Mailchimp audience to Update Salesforce Field to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard

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Salesforce Field Changed to Check Pipedrive Deal Stage to Mail Lob Postcard

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Subscribed to Mailchimp audience to Mail Lob Postcard to Assign Salesforce Lead to Group

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Salesforce Field Changed to Mail Lob Postcard to Update HubSpot CRM Deal Stage

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Salesforce Campaign Trigger to Mail Lob Postcard

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Form Submitted to Mail Lob Postcard

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Form Submitted to Mail Lob Postcard to Set Salesforce Campaign Member Status

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Intercom Tag to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard

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Field Match to Assign Salesforce Lead

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Unsubscribed from Mailchimp Audience to Add Salesforce Task to Mail Lob Postcard

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Mail Lob Postcard

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Salesforce Field Changed to Add Salesforce Task to Mail Lob Postcard

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Intercom Tag to Mail Lob Postcard

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Salesforce Field Changed to Check Salesforce Field to Mail Lob Postcard

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Showing 20 of 308 Marketing Automation ideas using Autopilot's Salesforce and Lob integration.

About Salesforce

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About Lob

Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Salesforce integration.

Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Mail Lob Postcard
Send a contact a personalized, physical postcard.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce and Lob.