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Salesforce + Lob Integration
Use Autopilot to automate and integrate Salesforce and Lob.
Marketing Automation ideas to integrate Salesforce and Lob
Showing 20 of 429 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