Lob + Salesforce + Zendesk integration
Use Autopilot to create journeys that use the Lob, Salesforce and Zendesk integrations.
Upcoming
Marketing Automation ideas to integrate Lob, Salesforce and Zendesk.
Salesforce Field Changed to Submit New Zendesk Ticket to Mail Lob Postcard
Salesforce Field Changed to Set Salesforce Campaign Member Status to Mail Lob Postcard
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Mail Lob Postcard
Submits New Zendesk Ticket to Mail Lob Postcard to Create Salesforce Opportunity
Salesforce Field Changed to Mail Lob Postcard to Update Salesforce Field
Salesforce Campaign Trigger to Mail Lob Postcard to Set Salesforce Campaign Member Status
Salesforce Field Changed to Mail Lob Postcard to Assign Salesforce Lead
Salesforce Field Changed to Mail Lob Postcard to Add Salesforce Task
Salesforce Campaign Trigger to Zendesk Ticket Status to Mail Lob Postcard
Salesforce Campaign Trigger to Add Salesforce Task to Mail Lob Postcard
Submits New Zendesk Ticket to Mail Lob Postcard to Update Salesforce Field
Submits New Zendesk Ticket to Check Salesforce Campaign Member Status to Mail Lob Postcard
Salesforce Field Changed to Update Salesforce Field to Mail Lob Postcard
Salesforce Campaign Trigger to Mail Lob Postcard to Submit New Zendesk Ticket
Salesforce Campaign Trigger to Mail Lob Postcard to Assign Salesforce Lead to Group
Submits New Zendesk Ticket to Check Salesforce Field to Mail Lob Postcard
Submits New Zendesk Ticket to Assign Salesforce Lead to Group to Mail Lob Postcard
Submits New Zendesk Ticket to Create Salesforce Opportunity to Mail Lob Postcard
Salesforce Campaign Trigger to Update Salesforce Field to Mail Lob Postcard
Submits New Zendesk Ticket to Add Salesforce Task to Mail Lob Postcard
Showing 20 journey ideas for Lob, Salesforce and Zendesk
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 Zendesk integration
Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Lob integration, Salesforce integration and the Zendesk 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).
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
