Salesforce + Lob + Recurly integration

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

Marketing Automation ideas to integrate Salesforce, Lob and Recurly.

Recurly Subscription to Create Salesforce Opportunity to Mail Lob Postcard

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Recurly Subscription to Assign Salesforce Lead to Mail Lob Postcard

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Recurly Subscription to Set Salesforce Campaign Member Status to Mail Lob Postcard

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Recurly Subscription to Add Salesforce Task to Mail Lob Postcard

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Recurly Subscription to Check Salesforce Field to Mail Lob Postcard

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Recurly Subscription to Check Salesforce Campaign Member Status to Mail Lob Postcard

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Recurly Subscription to Assign Salesforce Lead to Group to Mail Lob Postcard

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Recurly Subscription to Update Salesforce Field to Mail Lob Postcard

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Recurly Subscription to Mail Lob Postcard to Create Salesforce Opportunity

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Recurly Subscription to Mail Lob Postcard to Assign Salesforce Lead

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Recurly Subscription to Mail Lob Postcard to Set Salesforce Campaign Member Status

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Recurly Subscription to Mail Lob Postcard to Add Salesforce Task

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Recurly Subscription to Mail Lob Postcard to Assign Salesforce Lead to Group

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Recurly Subscription to Mail Lob Postcard to Update Salesforce Field

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Salesforce Field Changed to Add Salesforce Task to Mail Lob Postcard

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Recurly Subscription to Create Salesforce Opportunity 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 Set Salesforce Campaign Member Status to Mail Lob Postcard

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Salesforce Campaign Trigger to Update Salesforce Field to Mail Lob Postcard

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Recurly Subscription to Mail Lob Postcard to Assign Salesforce Lead

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Salesforce Campaign Trigger to Mail Lob Postcard to Update Salesforce Field

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Salesforce Field Changed to Assign Salesforce Lead to Mail Lob Postcard

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Salesforce Campaign Trigger to Add Salesforce Task to Mail Lob Postcard

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Recurly Subscription to Update Salesforce Field to Mail Lob Postcard

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

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Salesforce Campaign Trigger to Mail Lob Postcard to Assign Salesforce Lead to Group

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

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Salesforce Field Changed to Check Salesforce Field to Mail Lob Postcard

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Recurly Subscription to Set Salesforce Campaign Member Status to Mail Lob Postcard

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Recurly Subscription to Mail Lob Postcard to Set Salesforce Campaign Member Status

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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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Showing 34 journey ideas for Salesforce, Lob and Recurly

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 Recurly integration

From start-ups to global enterprises, today's fastest-growing businesses are harnessing the power of the subscription model to deliver predictable revenue, reveal critical customer insights, and automate revenue-optimizing decisions. These businesses demand a sophisticated, secure subscription management platform with the flexibility to support constantly evolving billing models with consistently superior customer experiences. Recurly meets that challenge with an enterprise-class subscription management platform that cuts through the complexity of subscription management to optimize and automate revenue growth.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lob integration and the Recurly 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).
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.

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 Recurly.