Salesforce + Typeform + Lob integration
Use Autopilot to create journeys that use the Salesforce, Typeform and Lob integrations.
Marketing Automation ideas to integrate Salesforce, Typeform and Lob.
Salesforce Campaign Trigger to Has Submitted Typeform to Mail Lob Postcard
Salesforce Field Changed to Has Submitted Typeform to Mail Lob Postcard
Typeform Submitted to Create Salesforce Opportunity to Mail Lob Postcard
Typeform Submitted to Assign Salesforce Lead to Mail Lob Postcard
Typeform Submitted to Set Salesforce Campaign Member Status to Mail Lob Postcard
Typeform Submitted to Add Salesforce Task to Mail Lob Postcard
Typeform Submitted to Check Salesforce Field to Mail Lob Postcard
Typeform Submitted to Check Salesforce Campaign Member Status to Mail Lob Postcard
Typeform Submitted to Assign Salesforce Lead to Group to Mail Lob Postcard
Typeform Submitted to Update Salesforce Field to Mail Lob Postcard
Typeform Submitted to Mail Lob Postcard to Create Salesforce Opportunity
Typeform Submitted to Mail Lob Postcard to Assign Salesforce Lead
Typeform Submitted to Mail Lob Postcard to Set Salesforce Campaign Member Status
Typeform Submitted to Mail Lob Postcard to Add Salesforce Task
Typeform Submitted to Mail Lob Postcard to Assign Salesforce Lead to Group
Typeform Submitted to Mail Lob Postcard to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Mail Lob Postcard
Typeform Submitted to Mail Lob Postcard to Create Salesforce Opportunity
Typeform Submitted to Has Submitted Typeform to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Mail Lob Postcard to Update Salesforce Field
Salesforce Field Changed to Has Submitted Typeform to Create Salesforce Opportunity
Typeform Submitted to Mail Lob Postcard to Set Salesforce Campaign Member Status
Typeform Submitted to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Mail Lob Postcard to Assign Salesforce Lead to Group
Typeform Submitted to Add Salesforce Task to Mail Lob Postcard
Salesforce Campaign Trigger to Has Submitted Typeform to Update Salesforce Field
Salesforce Field Changed to Has Submitted Typeform to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Has Submitted Typeform to Assign Salesforce Lead
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Create Salesforce Opportunity to Mail Lob Postcard
Typeform Submitted to Has Submitted Typeform to Set Salesforce Campaign Member Status
Typeform Submitted to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Mail Lob Postcard to Assign Salesforce Lead
Salesforce Field Changed to Has Submitted Typeform to Update Salesforce Field
Showing 36 journey ideas for Salesforce, Typeform 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 Typeform integration
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
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, Typeform 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).
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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.
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
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.
