Salesforce + Lob + Help Scout integration

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

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Marketing Automation ideas to integrate Salesforce, Lob and Help Scout.

Help Scout Tag to Mail Lob Postcard to Assign Salesforce Lead to Group

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Help Scout Create Conversation to Mail Lob Postcard to Assign Salesforce Lead to Group

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Help Scout Satisfaction Rating to Mail Lob Postcard to Assign Salesforce Lead to Group

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Help Scout Tag to Create Salesforce Opportunity to Mail Lob Postcard

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Help Scout Satisfaction Rating to Assign Salesforce Lead to Mail Lob Postcard

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Help Scout Satisfaction Rating to Add Salesforce Task to Mail Lob Postcard

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Help Scout Create Conversation to Check Salesforce Field to Mail Lob Postcard

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Help Scout Create Conversation to Assign Salesforce Lead to Group to Mail Lob Postcard

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Help Scout Satisfaction Rating to Mail Lob Postcard to Add Salesforce Task

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Salesforce Field Changed to Update Salesforce Field to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Mail Lob Postcard to Assign Salesforce Lead

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Add Salesforce Task

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Salesforce Campaign Trigger to Mail Lob Postcard to Update Salesforce Field

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Help Scout Tag to Mail Lob Postcard to Add Salesforce Task

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Help Scout Tag to Mail Lob Postcard to Set Salesforce Campaign Member Status

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Help Scout Tag to Add Salesforce Task to Mail Lob Postcard

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Help Scout Tag to Mail Lob Postcard to Update Salesforce Field

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Help Scout Satisfaction Rating to Check Salesforce Field to Mail Lob Postcard

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Showing 20 journey ideas for Salesforce, Lob and Help Scout

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 Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lob integration and the Help Scout 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).
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.

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.

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 Help Scout.