Lob + Salesforce + Trello integration

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

Marketing Automation ideas to integrate Lob, Salesforce and Trello.

Salesforce Campaign Trigger to Mail Lob Postcard to Add Trello Card

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Salesforce Campaign Trigger to Add Trello Card to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Add Trello Card

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Salesforce Field Changed to Add Trello Card to Mail Lob Postcard

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

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Salesforce Field Changed to Update Salesforce Field to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Update Salesforce Field

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

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Salesforce Field Changed to Mail Lob Postcard to Assign Salesforce Lead

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Salesforce Campaign 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 Field Changed to Add Trello Card to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Update Salesforce Field

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

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Salesforce Campaign Trigger to Mail Lob Postcard to Assign Salesforce Lead

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Salesforce Campaign Trigger to Add Trello Card to Mail Lob Postcard

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Salesforce Field Changed to Create Salesforce Opportunity to Mail Lob Postcard

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Salesforce Campaign Trigger to Check Salesforce Field to Mail Lob Postcard

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Salesforce Campaign Trigger to Update Salesforce Field to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Mail Lob Postcard to Add Salesforce Task

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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 Create Salesforce Opportunity

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Salesforce Field Changed to Assign Salesforce Lead to Group to Mail Lob Postcard

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Showing 24 journey ideas for Lob, Salesforce and Trello

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 Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Lob integration, Salesforce integration and the Trello 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).

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.
Add Trello Card
Adds a Trello card to a board.

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 Trello.