Twilio + Lob + Salesforce integration

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

Marketing Automation ideas to integrate Twilio, Lob and Salesforce.

Twilio SMS Received to Mail Lob Postcard to Create Salesforce Opportunity

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Twilio SMS Received to Mail Lob Postcard to Assign Salesforce Lead

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Twilio SMS Received to Mail Lob Postcard to Set Salesforce Campaign Member Status

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Twilio SMS Received to Mail Lob Postcard to Add Salesforce Task

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Twilio SMS Received to Mail Lob Postcard to Assign Salesforce Lead to Group

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Twilio SMS Received to Mail Lob Postcard to Update Salesforce Field

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Twilio SMS Received to Create Salesforce Opportunity to Mail Lob Postcard

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Twilio SMS Received to Assign Salesforce Lead to Mail Lob Postcard

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Twilio SMS Received to Set Salesforce Campaign Member Status to Mail Lob Postcard

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Twilio SMS Received to Add Salesforce Task to Mail Lob Postcard

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Twilio SMS Received to Check Salesforce Field to Mail Lob Postcard

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Twilio SMS Received to Check Salesforce Campaign Member Status to Mail Lob Postcard

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Twilio SMS Received to Assign Salesforce Lead to Group to Mail Lob Postcard

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Twilio SMS Received to Update Salesforce Field to Mail Lob Postcard

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Salesforce Campaign Trigger to Send Twilio SMS to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS to Mail Lob Postcard

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Twilio SMS Received to Update Salesforce Field to Mail Lob Postcard

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Twilio SMS Received to Check Salesforce Field to Mail Lob Postcard

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Twilio SMS Received to Create Salesforce Opportunity to Mail Lob Postcard

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Twilio SMS Received to Send Twilio SMS to Mail Lob Postcard

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Twilio SMS Received to Mail Lob Postcard to Update Salesforce Field

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Twilio SMS Received to Mail Lob Postcard to Create Salesforce Opportunity

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Twilio SMS Received to Add Salesforce Task to Mail Lob Postcard

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Twilio SMS Received to Mail Lob Postcard to Set Salesforce Campaign Member Status

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Twilio SMS Received to Mail Lob Postcard to Add Salesforce Task

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Twilio SMS Received to Assign Salesforce Lead to Group to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Send Twilio SMS

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Twilio SMS Received to Mail Lob Postcard to Assign Salesforce Lead

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Twilio SMS Received to Mail Lob Postcard to Assign Salesforce Lead to Group

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Twilio SMS Received to Mail Lob Postcard to Send Twilio SMS

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Twilio SMS Received to Assign Salesforce Lead to Mail Lob Postcard

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Twilio SMS Received to Set Salesforce Campaign Member Status to Mail Lob Postcard

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Salesforce Campaign Trigger to Send Twilio SMS to Mail Lob Postcard

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Twilio SMS Received to Check Salesforce Campaign Member Status to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Send Twilio SMS

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Showing 38 journey ideas for Twilio, Lob and Salesforce

About the Twilio integration

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

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 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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Lob integration and the Salesforce integration.

Journey Triggers

Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
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 Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Mail Lob Postcard
Send a contact a personalized, physical postcard.
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.

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 Twilio, Lob and Salesforce.