Salesforce + Custom Fields + Lob integration
Use Autopilot to create journeys that use the Salesforce, Custom Fields and Lob integrations.
Marketing Automation ideas to integrate Salesforce, Custom Fields and Lob.
Salesforce Campaign Trigger to Update Field to Mail Lob Postcard
Salesforce Campaign Trigger to Check Field to Mail Lob Postcard
Salesforce Campaign Trigger to Mail Lob Postcard to Update Field
Salesforce Field Changed to Update Field to Mail Lob Postcard
Salesforce Field Changed to Check Field to Mail Lob Postcard
Salesforce Field Changed to Mail Lob Postcard to Update Field
Field Match to Create Salesforce Opportunity to Mail Lob Postcard
Field Match to Assign Salesforce Lead to Mail Lob Postcard
Field Match to Set Salesforce Campaign Member Status to Mail Lob Postcard
Field Match to Add Salesforce Task to Mail Lob Postcard
Field Match to Check Salesforce Field to Mail Lob Postcard
Field Match to Check Salesforce Campaign Member Status to Mail Lob Postcard
Field Match to Assign Salesforce Lead to Group to Mail Lob Postcard
Field Match to Update Salesforce Field to Mail Lob Postcard
Field Match to Mail Lob Postcard to Create Salesforce Opportunity
Field Match to Mail Lob Postcard to Assign Salesforce Lead
Field Match to Mail Lob Postcard to Set Salesforce Campaign Member Status
Field Match to Mail Lob Postcard to Add Salesforce Task
Field Match to Mail Lob Postcard to Assign Salesforce Lead to Group
Field Match to Mail Lob Postcard to Update Salesforce Field
Salesforce Field Changed to Mail Lob Postcard to Update Field
Salesforce Campaign Trigger to Check Field to Update Salesforce Field
Salesforce Field Changed to Set Salesforce Campaign Member Status to Update Field
Field Match to Check Salesforce Campaign Member Status to Update Field
Salesforce Field Changed to Assign Salesforce Lead to Update Field
Field Match to Mail Lob Postcard to Update Salesforce Field
Salesforce Campaign Trigger to Check Field to Assign Salesforce Lead to Group
Field Match to Mail Lob Postcard to Assign Salesforce Lead to Group
Salesforce Field Changed to Check Field to Set Salesforce Campaign Member Status
Salesforce Field Changed to Check Salesforce Campaign Member Status to Update Field
Salesforce Campaign Trigger to Update Field to Mail Lob Postcard
Salesforce Campaign Trigger to Check Field to Mail Lob Postcard
Salesforce Field Changed to Create Salesforce Opportunity to Update Field
Field Match to Mail Lob Postcard to Create Salesforce Opportunity
Salesforce Campaign Trigger to Check Field to Create Salesforce Opportunity
Salesforce Campaign Trigger to Assign Salesforce Lead to Update Field
Field Match to Update Field to Update Salesforce Field
Field Match to Check Field to Update Salesforce Field
Field Match to Check Field to Assign Salesforce Lead
Salesforce Field Changed to Add Salesforce Task to Update Field
Showing 40 journey ideas for Salesforce, Custom Fields and Lob
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 Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Custom Fields integration and the Lob 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).
Field Match
Add a contact to a journey when a particular field's value 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.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
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.
Update Field
Update a field to a specific value.
Mail Lob Postcard
Send a contact a personalized, physical postcard.
