Salesforce + Lists + Lob integration
Use Autopilot to create journeys that use the Salesforce, Lists and Lob integrations.
Marketing Automation ideas to integrate Salesforce, Lists and Lob.
Salesforce Campaign Trigger to Add to List to Mail Lob Postcard
Salesforce Campaign Trigger to Is on List or Segment to Mail Lob Postcard
Salesforce Campaign Trigger to Remove From List to Mail Lob Postcard
Salesforce Campaign Trigger to Check Lead Status to Mail Lob Postcard
Salesforce Campaign Trigger to Mail Lob Postcard to Add to List
Salesforce Campaign Trigger to Mail Lob Postcard to Remove From List
Salesforce Field Changed to Add to List to Mail Lob Postcard
Salesforce Field Changed to Is on List or Segment to Mail Lob Postcard
Salesforce Field Changed to Remove From List to Mail Lob Postcard
Salesforce Field Changed to Check Lead Status to Mail Lob Postcard
Salesforce Field Changed to Mail Lob Postcard to Add to List
Salesforce Field Changed to Mail Lob Postcard to Remove From List
List Trigger to Create Salesforce Opportunity to Mail Lob Postcard
List Trigger to Assign Salesforce Lead to Mail Lob Postcard
List Trigger to Set Salesforce Campaign Member Status to Mail Lob Postcard
List Trigger to Add Salesforce Task to Mail Lob Postcard
List Trigger to Check Salesforce Field to Mail Lob Postcard
List Trigger to Check Salesforce Campaign Member Status to Mail Lob Postcard
List Trigger to Assign Salesforce Lead to Group to Mail Lob Postcard
List Trigger to Update Salesforce Field to Mail Lob Postcard
List Trigger to Mail Lob Postcard to Create Salesforce Opportunity
List Trigger to Mail Lob Postcard to Assign Salesforce Lead
List Trigger to Mail Lob Postcard to Set Salesforce Campaign Member Status
List Trigger to Mail Lob Postcard to Add Salesforce Task
List Trigger to Mail Lob Postcard to Assign Salesforce Lead to Group
List Trigger to Mail Lob Postcard to Update Salesforce Field
Removed From List to Create Salesforce Opportunity to Mail Lob Postcard
Removed From List to Assign Salesforce Lead to Mail Lob Postcard
Removed From List to Set Salesforce Campaign Member Status to Mail Lob Postcard
Removed From List to Add Salesforce Task to Mail Lob Postcard
Removed From List to Check Salesforce Field to Mail Lob Postcard
Removed From List to Check Salesforce Campaign Member Status to Mail Lob Postcard
Removed From List to Assign Salesforce Lead to Group to Mail Lob Postcard
Removed From List to Update Salesforce Field to Mail Lob Postcard
Removed From List to Mail Lob Postcard to Create Salesforce Opportunity
Removed From List to Mail Lob Postcard to Assign Salesforce Lead
Removed From List to Mail Lob Postcard to Set Salesforce Campaign Member Status
Removed From List to Mail Lob Postcard to Add Salesforce Task
Removed From List to Mail Lob Postcard to Assign Salesforce Lead to Group
Removed From List to Mail Lob Postcard to Update Salesforce Field
Removed From List to Check Salesforce Field to Remove From List
Salesforce Campaign Trigger to Remove From List to Create Salesforce Opportunity
Removed From List to Check Lead Status to Assign Salesforce Lead to Group
Removed From List to Create Salesforce Opportunity to Remove From List
Removed From List to Set Salesforce Campaign Member Status to Remove From List
Salesforce Campaign Trigger to Create Salesforce Opportunity to Add to List
Salesforce Field Changed to Assign Salesforce Lead to Group to Add to List
Removed From List to Update Salesforce Field to Add to List
Salesforce Field Changed to Set Salesforce Campaign Member Status to Remove From List
Salesforce Field Changed to Check Lead Status to Assign Salesforce Lead to Group
Salesforce Field Changed to Add to List to Mail Lob Postcard
Removed From List to Is on List or Segment to Assign Salesforce Lead
Removed From List to Assign Salesforce Lead to Mail Lob Postcard
Salesforce Campaign Trigger to Check Lead Status to Assign Salesforce Lead
List Trigger to Check Salesforce Field to Add to List
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Remove From List
Salesforce Campaign Trigger to Remove From List to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Is on List or Segment to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Is on List or Segment to Create Salesforce Opportunity
List Trigger to Add to List to Assign Salesforce Lead
Showing 60 journey ideas for Salesforce, Lists 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 Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
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, Lists 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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
Mail Lob Postcard
Send a contact a personalized, physical postcard.
