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Salesforce + Lob Integration
Use Autopilot to automate and integrate Salesforce and Lob.
Marketing Automation ideas to integrate Salesforce and Lob
New Intercom User to Add Salesforce Task to Mail Lob Postcard
Add Intercom Tag to Mail Lob Postcard to Update Salesforce Field
Salesforce Campaign Trigger to Mail Lob Postcard to Send Slack Message
Salesforce Campaign Trigger to Mail Lob Postcard
Segment Event to Assign Salesforce Lead to Group
Salesforce Field Changed to Has Visited Page to Mail Lob Postcard
Add Intercom Tag to Check Salesforce Field to Mail Lob Postcard
Twilio SMS Received to Set Salesforce Campaign Member Status to Mail Lob Postcard
Salesforce Field Changed to Mail Lob Postcard
New Intercom User to Mail Lob Postcard to Assign Salesforce Lead
Salesforce Field Changed to Send Slack Message to Mail Lob Postcard
Twilio SMS Received to Assign Salesforce Lead to Mail Lob Postcard
Segment Event to Mail Lob Postcard
Salesforce Field Changed to Unsubscribe from Mailchimp Audience
Twilio SMS Received to Mail Lob Postcard
New Intercom User to Mail Lob Postcard to Assign Salesforce Lead to Group
Salesforce Field Changed to Add to Google Ads Audience
Segment Event to Mail Lob Postcard
Salesforce Campaign Trigger to Add to List to Mail Lob Postcard
Salesforce Field Changed to Mail Lob Postcard
Showing 20 of 450 Marketing Automation ideas using Autopilot's Salesforce and Lob integration.
About Salesforce
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 Lob
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 Salesforce integration.
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.
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.
Mail Lob Postcard
Send a contact a personalized, physical postcard.
