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Click2Mail + Salesforce

Mail a personalized Click2Mail letter to new Salesforce leads

No need to lick stamps or print and fold your welcome letters with this Zapier automation. Simply enter a new lead in Salesforce and Zapier connects you to your Click2Mail account to send individual personalized letters to each new lead. That way, you can greet new customers with a personalized touch.

No need to lick stamps or print and fold your welcome letters with this Zapier automation. Simply enter a new lead in Salesforce and Zapier connects you to your Click2Mail account to send individual personalized letters to each new lead. That way, you can greet new customers with a personalized touch.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Click2MailClick2Mail
    Create a Letter

    Create a letter using a document from your account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Click2Mail

Click2Mail provides a printing and mailing service tool for you to add physical mail to your processes. Send everything from marketing letters to invoices, follow-up postcards, product alerts, and more.

Related categories

  • Printing
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier