Salesforce + Wufoo + Lob integration
Use Autopilot to create journeys that use the Salesforce, Wufoo and Lob integrations.
Marketing Automation ideas to integrate Salesforce, Wufoo and Lob.
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Mail Lob Postcard
Salesforce Field Changed to Has Submitted Wufoo Form to Mail Lob Postcard
New Wufoo Form Submitted to Create Salesforce Opportunity to Mail Lob Postcard
New Wufoo Form Submitted to Assign Salesforce Lead to Mail Lob Postcard
New Wufoo Form Submitted to Set Salesforce Campaign Member Status to Mail Lob Postcard
New Wufoo Form Submitted to Add Salesforce Task to Mail Lob Postcard
New Wufoo Form Submitted to Check Salesforce Field to Mail Lob Postcard
New Wufoo Form Submitted to Check Salesforce Campaign Member Status to Mail Lob Postcard
New Wufoo Form Submitted to Assign Salesforce Lead to Group to Mail Lob Postcard
New Wufoo Form Submitted to Update Salesforce Field to Mail Lob Postcard
New Wufoo Form Submitted to Mail Lob Postcard to Create Salesforce Opportunity
New Wufoo Form Submitted to Mail Lob Postcard to Assign Salesforce Lead
New Wufoo Form Submitted to Mail Lob Postcard to Set Salesforce Campaign Member Status
New Wufoo Form Submitted to Mail Lob Postcard to Add Salesforce Task
New Wufoo Form Submitted to Mail Lob Postcard to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Mail Lob Postcard to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Update Salesforce Field
Salesforce Field Changed to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Mail Lob Postcard to Add Salesforce Task
New Wufoo Form Submitted to Update Salesforce Field to Mail Lob Postcard
New Wufoo Form Submitted to Mail Lob Postcard to Set Salesforce Campaign Member Status
Salesforce Field Changed to Has Submitted Wufoo Form to Mail Lob Postcard
New Wufoo Form Submitted to Mail Lob Postcard to Assign Salesforce Lead
New Wufoo Form Submitted to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
Salesforce Field Changed to Has Submitted Wufoo Form to Add Salesforce Task
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
New Wufoo Form Submitted to Has Submitted Wufoo Form to Update Salesforce Field
Salesforce Field Changed to Has Submitted Wufoo Form to Update Salesforce Field
New Wufoo Form Submitted to Create Salesforce Opportunity to Mail Lob Postcard
New Wufoo Form Submitted to Mail Lob Postcard to Create Salesforce Opportunity
New Wufoo Form Submitted to Assign Salesforce Lead to Mail Lob Postcard
New Wufoo Form Submitted to Mail Lob Postcard to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Has Submitted Wufoo Form to Add Salesforce Task
Salesforce Field Changed to Has Submitted Wufoo Form to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Add Salesforce Task
New Wufoo Form Submitted to Has Submitted Wufoo Form to Assign Salesforce Lead
Showing 36 journey ideas for Salesforce, Wufoo 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 Wufoo integration
Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code. Autopilot has this same capability with Capture forms. These can automatically submit leads into playbooks so you can follow up with email marketing campaigns and segment your customers based on their responses.
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, Wufoo 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).
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
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 Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
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.
