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Lob + Salesforce Integration
Use Autopilot to automate and integrate Lob and Salesforce.
Marketing Automation ideas to integrate Lob and Salesforce
Salesforce Field Changed to Mail Lob Postcard to Send Slack Message
Salesforce Campaign Trigger to Mail Lob Postcard
Salesforce Campaign Trigger to Mail Lob Postcard
Mixpanel Event to Mail Lob Postcard to Assign Salesforce Lead
API Trigger to Mail Lob Postcard
Salesforce Field Changed to Add HubSpot CRM Deal to Mail Lob Postcard
Salesforce Field Changed to Set Salesforce Campaign Member Status to Mail Lob Postcard
Salesforce Field Changed to Mail Lob Postcard to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Unsubscribe from Mailchimp Audience
Add Intercom Tag to Check Salesforce Campaign Member Status to Mail Lob Postcard
Drift Goal Reached to Create Salesforce Opportunity to Mail Lob Postcard
Add Intercom Tag to Assign Salesforce Lead
Instapage Form Submitted to Mail Lob Postcard
New HubSpot CRM Contact to Mail Lob Postcard
Salesforce Field Changed to Assign Salesforce Lead to Group to Mail Lob Postcard
Salesforce Field Changed to Mail Lob Postcard
Salesforce Campaign Trigger to Mail Lob Postcard to Send Kissmetrics Event
Add Intercom Tag to Set Salesforce Campaign Member Status
Drift Goal Reached to Mail Lob Postcard to Assign Salesforce Lead to Group
SurveyMonkey Survey Response to Mail Lob Postcard
Showing 20 of 916 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.
