Lob + Salesforce + Help Scout integration
Use Autopilot to create journeys that use the Lob, Salesforce and Help Scout integrations.
Upcoming
Marketing Automation ideas to integrate Lob, Salesforce and Help Scout.
Help Scout Tag to Create Salesforce Opportunity to Mail Lob Postcard
Help Scout Satisfaction Rating to Set Salesforce Campaign Member Status to Mail Lob Postcard
Salesforce Field Changed to Assign Salesforce Lead to Group to Mail Lob Postcard
Help Scout Create Conversation to Mail Lob Postcard to Assign Salesforce Lead
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Mail Lob Postcard
Help Scout Create Conversation to Check Salesforce Campaign Member Status to Mail Lob Postcard
Salesforce Field Changed to Update Salesforce Field to Mail Lob Postcard
Help Scout Create Conversation to Add Salesforce Task to Mail Lob Postcard
Salesforce Field Changed to Add Salesforce Task to Mail Lob Postcard
Help Scout Tag to Assign Salesforce Lead to Group to Mail Lob Postcard
Help Scout Create Conversation to Mail Lob Postcard to Assign Salesforce Lead to Group
Salesforce Field Changed to Set Salesforce Campaign Member Status to Mail Lob Postcard
Salesforce Campaign Trigger to Create Salesforce Opportunity to Mail Lob Postcard
Help Scout Tag to Mail Lob Postcard to Create Salesforce Opportunity
Salesforce Field Changed to Mail Lob Postcard to Set Salesforce Campaign Member Status
Help Scout Create Conversation to Mail Lob Postcard to Create Salesforce Opportunity
Help Scout Create Conversation to Update Salesforce Field to Mail Lob Postcard
Salesforce Field Changed to Check Salesforce Campaign Member Status to Mail Lob Postcard
Salesforce Campaign Trigger to Assign Salesforce Lead to Mail Lob Postcard
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Mail Lob Postcard
Showing 20 journey ideas for Lob, Salesforce and Help Scout
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 Help Scout integration
Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Lob integration, Salesforce integration and the Help Scout 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).
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.
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.
