Lob + Email + Salesforce integration
Use Autopilot to create journeys that use the Lob, Email and Salesforce integrations.
Marketing Automation ideas to integrate Lob, Email and Salesforce.
Email Activity to Mail Lob Postcard to Create Salesforce Opportunity
Email Activity to Mail Lob Postcard to Assign Salesforce Lead
Email Activity to Mail Lob Postcard to Set Salesforce Campaign Member Status
Email Activity to Mail Lob Postcard to Add Salesforce Task
Email Activity to Mail Lob Postcard to Assign Salesforce Lead to Group
Email Activity to Mail Lob Postcard to Update Salesforce Field
Email Activity to Create Salesforce Opportunity to Mail Lob Postcard
Email Activity to Assign Salesforce Lead to Mail Lob Postcard
Email Activity to Set Salesforce Campaign Member Status to Mail Lob Postcard
Email Activity to Add Salesforce Task to Mail Lob Postcard
Email Activity to Check Salesforce Field to Mail Lob Postcard
Email Activity to Check Salesforce Campaign Member Status to Mail Lob Postcard
Email Activity to Assign Salesforce Lead to Group to Mail Lob Postcard
Email Activity to Update Salesforce Field to Mail Lob Postcard
Salesforce Campaign Trigger to Mail Lob Postcard to Send Email
Salesforce Campaign Trigger to Check Email Status to Mail Lob Postcard
Salesforce Campaign Trigger to Send Email to Mail Lob Postcard
Salesforce Field Changed to Mail Lob Postcard to Send Email
Salesforce Field Changed to Check Email Status to Mail Lob Postcard
Salesforce Field Changed to Send Email to Mail Lob Postcard
Email Activity to Mail Lob Postcard to Add Salesforce Task
Salesforce Field Changed to Check Email Status to Mail Lob Postcard
Salesforce Campaign Trigger to Check Email Status to Mail Lob Postcard
Email Activity to Add Salesforce Task to Mail Lob Postcard
Email Activity to Assign Salesforce Lead to Mail Lob Postcard
Email Activity to Send Email to Mail Lob Postcard
Email Activity to Mail Lob Postcard to Create Salesforce Opportunity
Email Activity to Check Salesforce Field to Mail Lob Postcard
Salesforce Field Changed to Send Email to Mail Lob Postcard
Email Activity to Check Email Status to Mail Lob Postcard
Email Activity to Check Salesforce Campaign Member Status to Mail Lob Postcard
Email Activity to Set Salesforce Campaign Member Status to Mail Lob Postcard
Email Activity to Mail Lob Postcard to Assign Salesforce Lead
Email Activity to Mail Lob Postcard to Send Email
Salesforce Campaign Trigger to Mail Lob Postcard to Send Email
Email Activity to Assign Salesforce Lead to Group to Mail Lob Postcard
Salesforce Field Changed to Mail Lob Postcard to Send Email
Email Activity to Update Salesforce Field to Mail Lob Postcard
Email Activity to Mail Lob Postcard to Update Salesforce Field
Email Activity to Mail Lob Postcard to Set Salesforce Campaign Member Status
Showing 40 journey ideas for Lob, Email and Salesforce
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 Email integration
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
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 Lob integration, Email integration and the Salesforce integration.
Journey Triggers
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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
Mail Lob Postcard
Send a contact a personalized, physical postcard.
Send Email
Send a contact a personalized marketing or transactional email.
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.
