Salesforce + Lob + NationBuilder integration

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

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Marketing Automation ideas to integrate Salesforce, Lob and NationBuilder.

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

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New NationBuilder Donor to Update Salesforce Field to Mail Lob Postcard

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Mail Lob Postcard

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NationBuilder Membership Status to Mail Lob Postcard to Add Salesforce Task

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Added to NationBuilder Nation List to Mail Lob Postcard to Assign Salesforce Lead to Group

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NationBuilder Membership Status to Mail Lob Postcard to Assign Salesforce Lead

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Salesforce Field Changed to Assign Salesforce Lead to Mail Lob Postcard

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Salesforce Campaign Trigger to Assign Salesforce Lead to Mail Lob Postcard

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NationBuilder Membership Status to Assign Salesforce Lead to Group to Mail Lob Postcard

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

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New NationBuilder Person Tag to Mail Lob Postcard to Set Salesforce Campaign Member Status

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New NationBuilder Person Tag to Mail Lob Postcard to Create Salesforce Opportunity

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New NationBuilder Person Tag to Check Salesforce Campaign Member Status to Mail Lob Postcard

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Salesforce Campaign Trigger to Is a NationBuilder Donor? to Mail Lob Postcard

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Salesforce Field Changed to Check Salesforce Field to Mail Lob Postcard

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NationBuilder Membership Status to Mail Lob Postcard to Update Salesforce Field

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NationBuilder Membership Status to Mail Lob Postcard to Set Salesforce Campaign Member Status

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NationBuilder Membership Status to Mail Lob Postcard to Assign Salesforce Lead to Group

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NationBuilder Membership Status to Add Salesforce Task to Mail Lob Postcard

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NationBuilder Membership Status to Assign Salesforce Lead to Mail Lob Postcard

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Showing 20 journey ideas for Salesforce, Lob and NationBuilder

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 NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lob integration and the NationBuilder 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).
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.

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.
Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.

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 NationBuilder.