Salesforce + Lob + Forms integration
Use Autopilot to create journeys that use the Salesforce, Lob and Forms integrations.
Marketing Automation ideas to integrate Salesforce, Lob and Forms.
Salesforce Campaign Trigger to Has Submitted Form to Mail Lob Postcard
Salesforce Field Changed to Has Submitted Form to Mail Lob Postcard
Form Submitted to Create Salesforce Opportunity to Mail Lob Postcard
Form Submitted to Assign Salesforce Lead to Mail Lob Postcard
Form Submitted to Set Salesforce Campaign Member Status to Mail Lob Postcard
Form Submitted to Add Salesforce Task to Mail Lob Postcard
Form Submitted to Check Salesforce Field to Mail Lob Postcard
Form Submitted to Check Salesforce Campaign Member Status to Mail Lob Postcard
Form Submitted to Assign Salesforce Lead to Group to Mail Lob Postcard
Form Submitted to Update Salesforce Field to Mail Lob Postcard
Form Submitted to Mail Lob Postcard to Create Salesforce Opportunity
Form Submitted to Mail Lob Postcard to Assign Salesforce Lead
Form Submitted to Mail Lob Postcard to Set Salesforce Campaign Member Status
Form Submitted to Mail Lob Postcard to Add Salesforce Task
Form Submitted to Mail Lob Postcard to Assign Salesforce Lead to Group
Form Submitted to Mail Lob Postcard to Update Salesforce Field
Form Submitted to Mail Lob Postcard to Assign Salesforce Lead
Salesforce Field Changed to Assign Salesforce Lead to Mail Lob Postcard
Form Submitted to Add Salesforce Task to Mail Lob Postcard
Form Submitted to Mail Lob Postcard to Create Salesforce Opportunity
Form Submitted to Mail Lob Postcard to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Add Salesforce Task to Mail Lob Postcard
Salesforce Campaign Trigger to Mail Lob Postcard to Set Salesforce Campaign Member Status
Salesforce Field Changed to Create Salesforce Opportunity to Mail Lob Postcard
Salesforce Field Changed to Mail Lob Postcard to Create Salesforce Opportunity
Salesforce Field Changed to Add Salesforce Task to Mail Lob Postcard
Salesforce Field Changed to Mail Lob Postcard to Update Salesforce Field
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Mail Lob Postcard
Salesforce Campaign Trigger to Has Submitted Form to Mail Lob Postcard
Salesforce Campaign Trigger to Mail Lob Postcard to Assign Salesforce Lead to Group
Form Submitted to Assign Salesforce Lead to Group to Mail Lob Postcard
Form Submitted to Check Salesforce Field to Mail Lob Postcard
Salesforce Campaign Trigger to Mail Lob Postcard to Update Salesforce Field
Salesforce Field Changed to Check Salesforce Field to Mail Lob Postcard
Form Submitted to Mail Lob Postcard to Update Salesforce Field
Salesforce Field Changed to Mail Lob Postcard to Assign Salesforce Lead to Group
Showing 36 journey ideas for Salesforce, Lob and Forms
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 Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Lob integration and the Forms 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).
Form Submitted
Add a contact to a journey when they submit a form.
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.
Has Submitted Form
Check if a contact has previously submitted a specific form.
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.
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 Forms.
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