Popular Salesforce + Lob Workflows
Send Lob message for new Salesforce account
Send Lob message for new Salesforce task
Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
When Lead is created in Salesforce > Send letter in Lob > Create record in Salesforce
Send Lob message for new Salesforce opportunity
This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesforce - Lob integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
When Opportunity is created in Salesforce > Send postcard in Lob
Share updated Salesforce opportunity via Lob message
When Opportunity is updated in Salesforce > Send postcard in Lob
Send Lob message for new Salesforce record
Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Lob message for every new Salesforce record is an essential way to stay on top of your work.
When Record is created in Salesforce > Check any condition > Send postcard from Lob
When Record is created in Salesforce > Send letter in Lob > Send letter in Lob
When Record is created in Salesforce > Send letter in Lob > Send postcard in Lob
When Record is created in Salesforce > Send postcard in Lob > Send letter in Lob
When Record is created in Salesforce > Send postcard in Lob > Send postcard in Lob
When Record is updated in Salesforce > Check any condition > Send letter in Lob
When Record is updated in Salesforce > Check any condition > Send postcard in Lob
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Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
See Salesforce IntegrationsLob is simple, easy-to-use API that helps you send physical mail. This means you can skip the trip to the post office, or the time it takes to upload and print files from your computer.
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