Lob + Intercom + Salesforce integration
Use Autopilot to create journeys that use the Lob, Intercom and Salesforce integrations.
Marketing Automation ideas to integrate Lob, Intercom and Salesforce.
Add Intercom Tag to Mail Lob Postcard to Create Salesforce Opportunity
Add Intercom Tag to Mail Lob Postcard to Assign Salesforce Lead
Add Intercom Tag to Mail Lob Postcard to Set Salesforce Campaign Member Status
Add Intercom Tag to Mail Lob Postcard to Add Salesforce Task
Add Intercom Tag to Mail Lob Postcard to Assign Salesforce Lead to Group
Add Intercom Tag to Mail Lob Postcard to Update Salesforce Field
Add Intercom Tag to Create Salesforce Opportunity to Mail Lob Postcard
Add Intercom Tag to Assign Salesforce Lead to Mail Lob Postcard
Add Intercom Tag to Set Salesforce Campaign Member Status to Mail Lob Postcard
Add Intercom Tag to Add Salesforce Task to Mail Lob Postcard
Add Intercom Tag to Check Salesforce Field to Mail Lob Postcard
Add Intercom Tag to Check Salesforce Campaign Member Status to Mail Lob Postcard
Add Intercom Tag to Assign Salesforce Lead to Group to Mail Lob Postcard
Add Intercom Tag to Update Salesforce Field to Mail Lob Postcard
New Intercom User to Mail Lob Postcard to Create Salesforce Opportunity
New Intercom User to Mail Lob Postcard to Assign Salesforce Lead
New Intercom User to Mail Lob Postcard to Set Salesforce Campaign Member Status
New Intercom User to Mail Lob Postcard to Add Salesforce Task
New Intercom User to Mail Lob Postcard to Assign Salesforce Lead to Group
New Intercom User to Mail Lob Postcard to Update Salesforce Field
New Intercom User to Create Salesforce Opportunity to Mail Lob Postcard
New Intercom User to Assign Salesforce Lead to Mail Lob Postcard
New Intercom User to Set Salesforce Campaign Member Status to Mail Lob Postcard
New Intercom User to Add Salesforce Task to Mail Lob Postcard
New Intercom User to Check Salesforce Field to Mail Lob Postcard
New Intercom User to Check Salesforce Campaign Member Status to Mail Lob Postcard
New Intercom User to Assign Salesforce Lead to Group to Mail Lob Postcard
New Intercom User to Update Salesforce Field to Mail Lob Postcard
New Intercom Lead to Mail Lob Postcard to Create Salesforce Opportunity
New Intercom Lead to Mail Lob Postcard to Assign Salesforce Lead
New Intercom Lead to Mail Lob Postcard to Set Salesforce Campaign Member Status
New Intercom Lead to Mail Lob Postcard to Add Salesforce Task
New Intercom Lead to Mail Lob Postcard to Assign Salesforce Lead to Group
New Intercom Lead to Mail Lob Postcard to Update Salesforce Field
New Intercom Lead to Create Salesforce Opportunity to Mail Lob Postcard
New Intercom Lead to Assign Salesforce Lead to Mail Lob Postcard
New Intercom Lead to Set Salesforce Campaign Member Status to Mail Lob Postcard
New Intercom Lead to Add Salesforce Task to Mail Lob Postcard
New Intercom Lead to Check Salesforce Field to Mail Lob Postcard
New Intercom Lead to Check Salesforce Campaign Member Status to Mail Lob Postcard
New Intercom Lead to Assign Salesforce Lead to Group to Mail Lob Postcard
New Intercom Lead to Update Salesforce Field to Mail Lob Postcard
Intercom Tag to Mail Lob Postcard to Create Salesforce Opportunity
Intercom Tag to Mail Lob Postcard to Assign Salesforce Lead
Intercom Tag to Mail Lob Postcard to Set Salesforce Campaign Member Status
Intercom Tag to Mail Lob Postcard to Add Salesforce Task
Intercom Tag to Mail Lob Postcard to Assign Salesforce Lead to Group
Intercom Tag to Mail Lob Postcard to Update Salesforce Field
Intercom Tag to Create Salesforce Opportunity to Mail Lob Postcard
Intercom Tag to Assign Salesforce Lead to Mail Lob Postcard
Intercom Tag to Set Salesforce Campaign Member Status to Mail Lob Postcard
Intercom Tag to Add Salesforce Task to Mail Lob Postcard
Intercom Tag to Check Salesforce Field to Mail Lob Postcard
Intercom Tag to Check Salesforce Campaign Member Status to Mail Lob Postcard
Intercom Tag to Assign Salesforce Lead to Group to Mail Lob Postcard
Intercom Tag to Update Salesforce Field to Mail Lob Postcard
New Intercom Lead to Mail Lob Postcard to Set Salesforce Campaign Member Status
New Intercom Lead to Mail Lob Postcard to Assign Salesforce Lead to Group
New Intercom Lead to Check Salesforce Campaign Member Status to Mail Lob Postcard
Intercom Tag to Mail Lob Postcard to Add Salesforce Task
New Intercom User to Set Salesforce Campaign Member Status to Mail Lob Postcard
Intercom Tag to Update Salesforce Field to Mail Lob Postcard
New Intercom User to Mail Lob Postcard to Update Salesforce Field
Add Intercom Tag to Mail Lob Postcard to Assign Salesforce Lead to Group
Intercom Tag to Mail Lob Postcard to Assign Salesforce Lead to Group
Intercom Tag to Check Salesforce Campaign Member Status to Mail Lob Postcard
New Intercom Lead to Mail Lob Postcard to Create Salesforce Opportunity
Add Intercom Tag to Assign Salesforce Lead to Group to Mail Lob Postcard
Add Intercom Tag to Check Salesforce Field to Mail Lob Postcard
Intercom Tag to Set Salesforce Campaign Member Status to Mail Lob Postcard
New Intercom User to Assign Salesforce Lead to Mail Lob Postcard
Add Intercom Tag to Mail Lob Postcard to Create Salesforce Opportunity
Intercom Tag to Mail Lob Postcard to Assign Salesforce Lead
New Intercom User to Mail Lob Postcard to Create Salesforce Opportunity
New Intercom Lead to Create Salesforce Opportunity to Mail Lob Postcard
New Intercom User to Create Salesforce Opportunity to Mail Lob Postcard
Showing 76 journey ideas for Lob, Intercom 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 Intercom integration
Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.
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, Intercom integration and the Salesforce integration.
Journey Triggers
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.
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
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.
