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Salesforce + Lob Integration
Use Autopilot to automate and integrate Salesforce and Lob.
Marketing Automation ideas to integrate Salesforce and Lob
Salesforce Field Changed to Mail Lob Postcard to Assign Salesforce Lead to Group
New Intercom User to Mail Lob Postcard
Heap Event to Mail Lob Postcard to Assign Salesforce Lead to Group
HubSpot CRM Deal Stage Match to Check Salesforce Field to Mail Lob Postcard
Salesforce Campaign Trigger to Mail Lob Postcard
Salesforce Field Changed to Mail Lob Postcard
Salesforce Field Changed to Assign Salesforce Lead to Group to Mail Lob Postcard
Salesforce Campaign Trigger to Mail Lob Postcard
New Intercom User to Mail Lob Postcard
Field Match to Mail Lob Postcard to Assign Salesforce Lead
Salesforce Field Changed to Mail Lob Postcard
Salesforce Field Changed to Change Score to Mail Lob Postcard
New Wufoo Form Submitted to Check Salesforce Campaign Member Status to Mail Lob Postcard
Salesforce Field Changed to Send Sendgrid Transactional Email to Mail Lob Postcard
Amplitude Event to Mail Lob Postcard
Field Match to Mail Lob Postcard
Salesforce Field Changed to Mail Lob Postcard
Salesforce Field Changed to Send Delighted NPS Survey to Mail Lob Postcard
Salesforce Campaign Trigger to Check HubSpot CRM Deal Stage to Mail Lob Postcard
Salesforce Campaign Trigger to Mail Lob Postcard
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
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.
