Salesforce + Lob + Email integration

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

Marketing Automation ideas to integrate Salesforce, Lob and Email.

Salesforce Campaign Trigger to Mail Lob Postcard to Send Email

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Salesforce Campaign Trigger to Check Email Status to Mail Lob Postcard

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Salesforce Campaign Trigger to Send Email to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Send Email

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Salesforce Field Changed to Check Email Status to Mail Lob Postcard

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Salesforce Field Changed to Send Email to Mail Lob Postcard

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Email Activity to Create Salesforce Opportunity to Mail Lob Postcard

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Email Activity to Assign Salesforce Lead to Mail Lob Postcard

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Email Activity to Set Salesforce Campaign Member Status to Mail Lob Postcard

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Email Activity to Add Salesforce Task to Mail Lob Postcard

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Email Activity to Check Salesforce Field to Mail Lob Postcard

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Email Activity to Check Salesforce Campaign Member Status to Mail Lob Postcard

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Email Activity to Assign Salesforce Lead to Group to Mail Lob Postcard

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Email Activity to Update Salesforce Field to Mail Lob Postcard

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Email Activity to Mail Lob Postcard to Create Salesforce Opportunity

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Email Activity to Mail Lob Postcard to Assign Salesforce Lead

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Email Activity to Mail Lob Postcard to Set Salesforce Campaign Member Status

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Email Activity to Mail Lob Postcard to Add Salesforce Task

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Email Activity to Mail Lob Postcard to Assign Salesforce Lead to Group

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Email Activity to Mail Lob Postcard to Update Salesforce Field

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Email Activity to Check Salesforce Campaign Member Status to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Assign Salesforce Lead

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Email Activity to Create Salesforce Opportunity 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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Email Activity to Assign Salesforce Lead to Group to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Add Salesforce Task

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Salesforce Field Changed to Assign Salesforce Lead to Mail Lob Postcard

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Salesforce Campaign Trigger to Send Email to Mail Lob Postcard

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Salesforce Campaign Trigger to Assign Salesforce Lead to Mail Lob Postcard

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Salesforce Campaign Trigger to Update Salesforce Field to Mail Lob Postcard

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Email Activity to Mail Lob Postcard to Create Salesforce Opportunity

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

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Email Activity to Add Salesforce Task to Mail Lob Postcard

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Salesforce Field Changed to Check Email Status to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Create Salesforce Opportunity

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Email Activity to Set 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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Salesforce Campaign Trigger to Create Salesforce Opportunity to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Create Salesforce Opportunity

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Salesforce Field Changed to Mail Lob Postcard to Send Email

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Showing 40 journey ideas for Salesforce, Lob and Email

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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lob integration and the Email 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).
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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.
Send Email
Send a contact a personalized marketing or transactional email.

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 Email.