Segment + Salesforce + Lob integration
Use Autopilot to create journeys that use the Segment, Salesforce and Lob integrations.
Marketing Automation ideas to integrate Segment, Salesforce and Lob.
Segment Event to Create Salesforce Opportunity to Mail Lob Postcard
Segment Event to Assign Salesforce Lead to Mail Lob Postcard
Segment Event to Set Salesforce Campaign Member Status to Mail Lob Postcard
Segment Event to Add Salesforce Task to Mail Lob Postcard
Segment Event to Check Salesforce Field to Mail Lob Postcard
Segment Event to Check Salesforce Campaign Member Status to Mail Lob Postcard
Segment Event to Assign Salesforce Lead to Group to Mail Lob Postcard
Segment Event to Update Salesforce Field to Mail Lob Postcard
Segment Event to Mail Lob Postcard to Create Salesforce Opportunity
Segment Event to Mail Lob Postcard to Assign Salesforce Lead
Segment Event to Mail Lob Postcard to Set Salesforce Campaign Member Status
Segment Event to Mail Lob Postcard to Add Salesforce Task
Segment Event to Mail Lob Postcard to Assign Salesforce Lead to Group
Segment Event to Mail Lob Postcard to Update Salesforce Field
Salesforce Campaign Trigger to Send Segment Event to Mail Lob Postcard
Salesforce Campaign Trigger to Mail Lob Postcard to Send Segment Event
Salesforce Field Changed to Send Segment Event to Mail Lob Postcard
Salesforce Field Changed to Mail Lob Postcard to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event to Add Salesforce Task
Salesforce Campaign Trigger to Send Segment Event to Assign Salesforce Lead to Group
Salesforce Field Changed to Send Segment Event to Assign Salesforce Lead
Segment Event to Set Salesforce Campaign Member Status to Mail Lob Postcard
Segment Event to Update Salesforce Field to Send Segment Event
Salesforce Campaign Trigger to Assign Salesforce Lead to Send Segment Event
Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Segment Event
Segment Event to Mail Lob Postcard to Assign Salesforce Lead
Segment Event to Send Segment Event to Update Salesforce Field
Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Segment Event
Segment Event to Check Salesforce Field to Mail Lob Postcard
Salesforce Campaign Trigger to Send Segment Event to Set Salesforce Campaign Member Status
Segment Event to Update Salesforce Field to Mail Lob Postcard
Segment Event to Check Salesforce Campaign Member Status to Mail Lob Postcard
Salesforce Field Changed to Update Salesforce Field to Send Segment Event
Segment Event to Send Segment Event to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Segment Event
Segment Event to Assign Salesforce Lead to Mail Lob Postcard
Salesforce Field Changed to Mail Lob Postcard to Send Segment Event
Salesforce Campaign Trigger to Mail Lob Postcard to Send Segment Event
Showing 38 journey ideas for Segment, Salesforce and Lob
About the Segment integration
Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Segment integration, Salesforce integration and the Lob integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
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).
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
Send Segment Event
Send a contextual Segment Event.
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 Segment, Salesforce and Lob.
Sort by
Sort by
Browse categories
Browse categories
- All
- Forms
- Ads
- CRM
- SMS
- E-Commerce
- API
- Lead Nurturing
- Email Marketing
- Optimization & Testing
- Support & Helpdesk
- Surveys & NPS
- Print Mail
- Events & Webinars
- Analytics & Events
- Website CMS & Landing Page Builders
- Productivity
- Electronic Signatures and Document Management
- Live Chat and Messaging
- Internal Notifications
