Salesforce + Lob + Custom Fields integration

Use Autopilot to create journeys that use the Salesforce, Lob and Custom Fields integrations.

Marketing Automation ideas to integrate Salesforce, Lob and Custom Fields.

Salesforce Campaign Trigger to Mail Lob Postcard to Update Field

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Salesforce Campaign Trigger to Update Field to Mail Lob Postcard

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Salesforce Campaign Trigger to Check Field to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Update Field

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Salesforce Field Changed to Update Field to Mail Lob Postcard

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Salesforce Field Changed to Check Field to Mail Lob Postcard

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Field Match to Create Salesforce Opportunity to Mail Lob Postcard

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Field Match to Assign Salesforce Lead to Mail Lob Postcard

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Field Match to Set Salesforce Campaign Member Status to Mail Lob Postcard

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Field Match to Add Salesforce Task to Mail Lob Postcard

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Field Match to Check Salesforce Field to Mail Lob Postcard

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

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Field Match to Assign Salesforce Lead to Group to Mail Lob Postcard

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Field Match to Update Salesforce Field to Mail Lob Postcard

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Field Match to Mail Lob Postcard to Create Salesforce Opportunity

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Field Match to Mail Lob Postcard to Assign Salesforce Lead

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Field Match to Mail Lob Postcard to Set Salesforce Campaign Member Status

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Field Match to Mail Lob Postcard to Add Salesforce Task

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Field Match to Mail Lob Postcard to Assign Salesforce Lead to Group

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Field Match to Mail Lob Postcard to Update Salesforce Field

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Salesforce Field Changed to Mail Lob Postcard to Add Salesforce Task

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Salesforce Field Changed to Mail Lob Postcard to Update Salesforce Field

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Salesforce Campaign Trigger to Assign Salesforce Lead to Mail Lob Postcard

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Salesforce Field Changed to Update Salesforce Field to Mail Lob Postcard

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Field Match to Create Salesforce Opportunity to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Update Field

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Salesforce Campaign Trigger to Update Salesforce Field to Mail Lob Postcard

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Salesforce Campaign Trigger to Check Salesforce Field to Mail Lob Postcard

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Salesforce Field Changed to Assign Salesforce Lead to Group to Mail Lob Postcard

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Field Match to Mail Lob Postcard to Assign Salesforce Lead

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Field Match to Add Salesforce Task to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Assign Salesforce Lead to Group

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Field Match to Set Salesforce Campaign Member Status 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 Campaign Trigger to Assign Salesforce Lead to Group to Mail Lob Postcard

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Field Match to Mail Lob Postcard to Create Salesforce Opportunity

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Field Match to Mail Lob Postcard to Assign Salesforce Lead to Group

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Field Match to Assign Salesforce Lead to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Assign Salesforce Lead

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Salesforce Field Changed to Check Salesforce Field to Mail Lob Postcard

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Showing 40 journey ideas for Salesforce, Lob and Custom Fields

About the Salesforce integration

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 the Lob integration

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

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lob integration and the Custom Fields integration.

Journey 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).
Field Match
Add a contact to a journey when a particular field's value 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.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey 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.
Update Field
Update a field to a specific value.

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, Lob and Custom Fields.