Lob + Salesforce Integration

Use Autopilot to automate and integrate Lob and Salesforce.

Marketing Automation ideas to integrate Lob and Salesforce

New Intercom Lead to Update Salesforce Field to Mail Lob Postcard

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Facebook Lead Ad Submitted to Mail Lob Postcard to Create Salesforce Opportunity

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HubSpot CRM Contact Field Match to Mail Lob Postcard to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Mail Lob Postcard

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HubSpot CRM Contact Field Match to Mail Lob Postcard

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API Trigger to Mail Lob Postcard

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Heap Event to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard

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Salesforce Field Changed to Add to List

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SurveyMonkey Survey Response to Mail Lob Postcard to Update Salesforce Field

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SurveyMonkey Survey Response to Create Salesforce Opportunity

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Mail Lob Postcard

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Amplitude Event to Mail Lob Postcard to Set Salesforce Campaign Member Status

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HubSpot CRM Contact Field Match to Mail Lob Postcard

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Salesforce Campaign Trigger to Remove from Google Ads Audience to Mail Lob Postcard

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Heap Event to Update Salesforce Field

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Salesforce Field Changed to Mail Lob Postcard

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New Intercom Lead to Create Salesforce Opportunity

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New Intercom Lead to Mail Lob Postcard

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HubSpot CRM Contact Field Match to Set Salesforce Campaign Member Status to Mail Lob Postcard

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Showing 20 of 614 Marketing Automation ideas using Autopilot's Lob and Salesforce integration.

About Lob

Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.

About Salesforce

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 Lob integration.

Triggers

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.

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.

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 Lob and Salesforce.