Lob + Page Visit Tracking + Salesforce integration
Use Autopilot to create journeys that use the Lob, Page Visit Tracking and Salesforce integrations.
Marketing Automation ideas to integrate Lob, Page Visit Tracking and Salesforce.
Page Visited to Mail Lob Postcard to Create Salesforce Opportunity
Page Visited to Mail Lob Postcard to Assign Salesforce Lead
Page Visited to Mail Lob Postcard to Set Salesforce Campaign Member Status
Page Visited to Mail Lob Postcard to Add Salesforce Task
Page Visited to Mail Lob Postcard to Assign Salesforce Lead to Group
Page Visited to Mail Lob Postcard to Update Salesforce Field
Page Visited to Create Salesforce Opportunity to Mail Lob Postcard
Page Visited to Assign Salesforce Lead to Mail Lob Postcard
Page Visited to Set Salesforce Campaign Member Status to Mail Lob Postcard
Page Visited to Add Salesforce Task to Mail Lob Postcard
Page Visited to Check Salesforce Field to Mail Lob Postcard
Page Visited to Check Salesforce Campaign Member Status to Mail Lob Postcard
Page Visited to Assign Salesforce Lead to Group to Mail Lob Postcard
Page Visited to Update Salesforce Field to Mail Lob Postcard
Salesforce Campaign Trigger to Has Visited Page to Mail Lob Postcard
Salesforce Field Changed to Has Visited Page to Mail Lob Postcard
Page Visited to Mail Lob Postcard to Add Salesforce Task
Page Visited to Check Salesforce Campaign Member Status to Mail Lob Postcard
Page Visited to Has Visited Page to Mail Lob Postcard
Page Visited to Assign Salesforce Lead to Group to Mail Lob Postcard
Page Visited to Assign Salesforce Lead to Mail Lob Postcard
Page Visited to Mail Lob Postcard to Update Salesforce Field
Page Visited to Mail Lob Postcard to Assign Salesforce Lead
Page Visited to Update Salesforce Field to Mail Lob Postcard
Page Visited to Mail Lob Postcard to Assign Salesforce Lead to Group
Salesforce Field Changed to Has Visited Page to Mail Lob Postcard
Page Visited to Set Salesforce Campaign Member Status to Mail Lob Postcard
Page Visited to Mail Lob Postcard to Create Salesforce Opportunity
Page Visited to Check Salesforce Field to Mail Lob Postcard
Page Visited to Mail Lob Postcard to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Has Visited Page to Mail Lob Postcard
Page Visited to Add Salesforce Task to Mail Lob Postcard
Page Visited to Create Salesforce Opportunity to Mail Lob Postcard
Showing 33 journey ideas for Lob, Page Visit Tracking 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 Page Visit Tracking integration
Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.
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, Page Visit Tracking integration and the Salesforce integration.
Journey Triggers
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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.
