Salesforce + Lob + Slack integration

Use Autopilot to create journeys that use the Salesforce, Lob and Slack integrations.

Marketing Automation ideas to integrate Salesforce, Lob and Slack.

Salesforce Campaign Trigger to Mail Lob Postcard to Send Slack Message

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Salesforce Campaign Trigger to Send Slack Message to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Send Slack Message

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Salesforce Field Changed to Send Slack Message to Mail Lob Postcard

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Salesforce Field Changed to Update Salesforce Field to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Update Salesforce Field

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Salesforce Field Changed to Mail Lob Postcard to Send Slack Message

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Mail Lob Postcard

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Mail Lob Postcard

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Salesforce Campaign Trigger to Send Slack Message to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Update Salesforce Field

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Salesforce Campaign Trigger to Add Salesforce Task to Mail Lob Postcard

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Salesforce Campaign Trigger to Update Salesforce Field to Mail Lob Postcard

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Salesforce Field Changed to Create Salesforce Opportunity to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Assign Salesforce Lead

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Mail Lob Postcard

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Salesforce Field Changed to Send Slack Message to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Mail Lob Postcard to Add Salesforce Task

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Send Slack Message

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Salesforce Campaign Trigger to Mail Lob Postcard to Assign Salesforce Lead

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Salesforce Field Changed to Mail Lob Postcard to Add Salesforce Task

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Salesforce Campaign Trigger to Assign Salesforce Lead to Mail Lob Postcard

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Showing 24 journey ideas for Salesforce, Lob and Slack

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 Lob integration

Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.

About the Slack integration

Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks. Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lob integration and the Slack 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).

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.

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.
Mail Lob Postcard
Send a contact a personalized, physical postcard.
Send Slack Message
Send a contextual Slack message to a Slack channel.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce, Lob and Slack.