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Postal.io + Salesforce

Send Postal.io items for new Salesforce records

Send an item from the Postal Marketplace when prospects and customers reach various deal stages in Salesforce.

Send an item from the Postal Marketplace when prospects and customers reach various deal stages in Salesforce.

  1. When this happens...
    SalesforceSalesforce
    New Record

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

    TriggerPolling
  2. automatically do this!
    Postal.ioPostal.io
    Send an Item

    Send an item from your Postal account. You can configure if you want to send this via an email or directly in the Postal App's Trigger Setup.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    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
    Polling
    Try It
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About Postal.io

Postal.io automates the offline for Sales & Marketing

Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.