Lob + Salesforce + Autopilot API integration

Use Autopilot to create journeys that use the Lob, Salesforce and Autopilot API integrations.

Marketing Automation ideas to integrate Lob, Salesforce and Autopilot API.

API Trigger to Mail Lob Postcard to Create Salesforce Opportunity

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API Trigger to Mail Lob Postcard to Assign Salesforce Lead

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API Trigger to Mail Lob Postcard to Set Salesforce Campaign Member Status

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API Trigger to Mail Lob Postcard to Add Salesforce Task

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API Trigger to Mail Lob Postcard to Assign Salesforce Lead to Group

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API Trigger to Mail Lob Postcard to Update Salesforce Field

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API Trigger to Create Salesforce Opportunity to Mail Lob Postcard

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API Trigger to Assign Salesforce Lead to Mail Lob Postcard

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API Trigger to Set Salesforce Campaign Member Status to Mail Lob Postcard

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API Trigger to Add Salesforce Task to Mail Lob Postcard

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API Trigger to Check Salesforce Field to Mail Lob Postcard

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API Trigger to Check Salesforce Campaign Member Status to Mail Lob Postcard

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API Trigger to Assign Salesforce Lead to Group to Mail Lob Postcard

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API Trigger to Update Salesforce Field to Mail Lob Postcard

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

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Salesforce Campaign Trigger to Mail Lob Postcard to Update Salesforce Field

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API Trigger to Create Salesforce Opportunity to Mail Lob Postcard

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

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Salesforce Campaign Trigger to Check Salesforce Field to Mail Lob Postcard

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API Trigger to Mail Lob Postcard to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Update Salesforce Field to Mail Lob Postcard

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Assign Salesforce Lead

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Salesforce Field Changed to Add Salesforce Task to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Create Salesforce Opportunity

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API Trigger to Assign Salesforce Lead to Group to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Set Salesforce Campaign Member Status

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API Trigger to Mail Lob Postcard to Assign Salesforce Lead

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Salesforce Field Changed to Mail Lob Postcard to Update Salesforce Field

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API Trigger to Check Salesforce Field to Mail Lob Postcard

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Salesforce Campaign Trigger to Assign Salesforce Lead to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Add Salesforce Task

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Salesforce Field Changed to Assign Salesforce Lead to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Add Salesforce Task

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Showing 34 journey ideas for Lob, Salesforce and Autopilot API

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 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.

About the Autopilot API integration

The Autopilot REST API allows you to send contacts from Autopilot to your app, add contacts from your app into Autopilot, trigger Autopilot journeys from your app, keep unsubscribes in sync between Autopilot and your app, enhance contact profiles with custom fields and data from your app and get data from your app into and out of Salesforce using Autopilot's native integration.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Lob integration, Salesforce integration and the Autopilot API integration.

Journey 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).
API Trigger
Add a contact to a journey using a custom API call.

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.

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, Salesforce and Autopilot API.