Lob + Salesforce Integration

Integrate Lob to Salesforce in one click, or tell Integrately AI how you want each contact handled. Verify addresses, send letters or postcards automatically, update your CRM records, and alert your team.

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Use premium features free for 14 daysUse premium features free for 14 days.
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  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
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    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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Ready Workflows Ready Workflows for Lob + Salesforce Integration

Send letters for new leads, mail postcards when opportunities close, verify international addresses, and log mailing notes, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Lob Integration

Send Lob message for new Salesforce record

Automatically sending a Lob message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - Lob integration, you can be confident that you will always be kept in the loop.

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.
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Salesforce + Lob Integration

Send Lob message for new Salesforce task

With this Salesforce - Lob integration, whenever a new task is created in Salesforce, message will be sent via Lob. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

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.
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Salesforce + Lob Integration

Send Lob message for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, you'll want to communicate with your team to make sure everyone is on the same page. Sending Lob message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

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.
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Connect more apps to your Lob + Salesforce flow

Notify your sales team, send confirmation emails, and track fulfillment across your entire business stack. Pick a combination and activate it in one click.

Lob
Salesforce
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HubspotHubspot (4)
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MailchimpMailchimp (3)
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SlackSlack (3)
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StripeStripe (3)
+
GmailGmail (3)
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Google SheetsGoogle Sheets (3)
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When a contact is created in Salesforce, send a letter in Lob and create a contact in HubSpot.
New Salesforce contacts trigger an immediate letter in Lob while updating HubSpot instantly, eliminating manual data entry.
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When an opportunity is created in Salesforce, verify the US address in Lob and update the deal in HubSpot.
Salesforce opportunities automatically verify addresses in Lob and update HubSpot deal stages so your pipeline is always accurate.
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When an account is created in Salesforce, send a postcard in Lob and create a company task in HubSpot.
New Salesforce accounts automatically trigger a welcome postcard in Lob and open a follow-up task in HubSpot.
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When a case is created in Salesforce, verify the international address in Lob and create a ticket in HubSpot.
Customer support cases in Salesforce trigger international address verification in Lob and log a ticket in HubSpot.

Supported triggers and actions for Lob and Salesforce

Mix and match to build the exact automation you need

Lob
Lob Triggers & Actions
No trigger is available
Send letter in Lob
Sends a letter
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Send postcard in Lob
Sends a physical postcard to a designated recipient
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Verify US address in Lob
Validates and ensure accuracy of us addresses
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Verify international address in Lob
Verify the validity of an international address
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Lob + Salesforce?

Automate your physical mailing operations, verify addresses, and keep your Salesforce records fully synchronized without manual data entry.

What you can automate?
✉️
Send physical letters automatically from Salesforce triggers
Trigger letters and postcards in Lob the moment new leads, contacts, or opportunities are created in Salesforce without touching a printer or post office queue.
📍
Verify US and international addresses instantly
Run customer addresses through Lob verification checks whenever records are updated in Salesforce to ensure mail delivery success.
🔔
Alert your team the moment mail is queued
Send instant notifications to your sales or operations channels when physical documents are dispatched from Salesforce data.
🔀
Route mail types based on CRM field values
Send postcards for high-value account creations and formal letters for standard support cases based on Salesforce data fields.
🔄
Keep Salesforce records updated with delivery status
Write mailing tracking numbers and dispatch confirmation notes back into Salesforce records automatically.
🔍
Search and update records to prevent duplicates
Search existing Salesforce records and update them with verified address data instead of creating duplicate entries.
📋
Handle later status changes with follow-up mail
Trigger follow-up letters or postcards when Salesforce opportunities or cases move to new stages.
🔗
Extend your workflow to Google Sheets and Slack
Connect your core mailing automation to Google Sheets for auditing and Slack for team notifications in a single click.
And much more...

Who is Lob + Salesforce integration for?

Connecting Lob and Salesforce helps sales, marketing, and operations teams automate physical mail delivery and address verification directly from their CRM data.

Marketing analysts
Marketing analysts
Sales representatives
Sales representatives
Account managers
Account managers
Operations coordinators
Operations coordinators
Fulfillment specialists
Fulfillment specialists
Finance managers
Finance managers
📈
Marketing analysts
You're reviewing direct mail campaigns in Salesforce, but lead response sheets only update when reports are manually exported, so the conversion numbers you're optimising against are always outdated — with this integration, every mail delivery status lands in your CRM instantly and your reporting stays current.
Sales representatives
You're waiting for address confirmations to mail contracts from Salesforce, but manual entry delays follow-ups by days, so prospects lose interest before mail arrives — automating both apps means every new lead triggers an instant address verification and letter dispatch so you never miss a window.
🤝
Account managers
You're managing client portfolios in Salesforce, but physical welcome kits are sent manually without tracking, leaving clients wondering about onboarding progress — integrating these apps means every new account creation automatically dispatches a Lob welcome package and logs the dispatch date.
📦
Operations coordinators
You're handling high-volume customer mailouts from Salesforce records, but manual typing leads to frequent postage errors and wasted stock, so fulfillment costs spiral out of control — this integration means every record update triggers error-free US or international address verification before printing.
📋
Fulfillment specialists
You're preparing physical letters based on Salesforce task notes, but handovers are slow and details often get missed, so mailings go out to the wrong addresses — connecting these apps means every updated task in Salesforce instantly queues the correct document in Lob for printing.
💰
Finance managers
You're auditing postage expenses against Salesforce billing data, but missing records create audit gaps and untracked mailing costs, so monthly reconciliations take hours — automating both apps means every mail send is logged directly to the corresponding Salesforce record with complete accuracy.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Lob + Salesforce

Build and manage your Lob + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Lob + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Lob to Salesforce?
Frequently Asked Questions
You can connect Lob to Salesforce in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your automation alongside apps like Hubspot, Slack, and Google Sheets.
Can I automatically send physical mail when a Salesforce lead is created?
Frequently Asked Questions
Can I connect Lob, Salesforce, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Lob and Salesforce?
Frequently Asked Questions
How does Lob handle address verification with Salesforce records?
Frequently Asked Questions
Can I update Salesforce records when mail is sent via Lob?
Frequently Asked Questions
Do I need coding skills to automate Lob and Salesforce?
Frequently Asked Questions
Is the Lob and Salesforce integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Lob or Salesforce With 1500+ Other Apps

Lob
Popular Lob Integrations
Connect Lob with CRM, marketing, and productivity tools to streamline your physical mail workflows.
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with analytics, support, and billing platforms to keep your business data unified.