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Postalytics + Salesforce

Mail tracked Postalytics letters or postcards when a new opportunity is added to Salesforce

When a new opportunity is created in Salesforce, you'll want to send a personalized postcard or letter from the sales rep or an executive. This Postalytics automation handles everything for you, including printing, mailing and tracking the delivery and response of each mailpiece.

How this Postalytics-Salesforce integration works

A new opportunity is created in Salesforce
Zapier adds the opportunity to Postalytics to mail a tracked postcard or letter

Apps involved

Salesforce
Postalytics

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Send and Track a Postcard or LetterSend a postcard or letter with delivery and response tracking.
ActionWrite

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More things you can do with Salesforce and Postalytics

Discover other triggers and actions you can use with Salesforce and Postalytics

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Campaign
  Required
Trigger
Instant
Try It
- Triggered Drip Campaign
  Required
- Company
- First Name
  Required
- Last Name
  Required
- Address
  Required
- Address 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Flow
  Required
- Company
- First Name
  Required
- Last Name
  Required
- Address
  Required
- Address 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone
- Variable Data 1
- Variable Data 2
- Variable Data 3
- Variable Data 4
- Variable Data 5
- Variable Data 6
- Variable Data 7
- Variable Data 8
- Variable Data 9
- Variable Data 10
- Variable Data 11
- Variable Data 12
- Variable Data 13
- Variable Data 14
- Variable Data 15
- Variable Data 16
- Variable Data 17
- Variable Data 18
- Variable Data 19
- Variable Data 20
- Variable Data 21
- Variable Data 22
- Variable Data 23
- Variable Data 24
- Variable Data 25
- Variable Data 26
- Variable Data 27
- Variable Data 28
- Variable Data 29
- Variable Data 30
- Variable Data 31
- Variable Data 32
- Variable Data 33
- Variable Data 34
- Variable Data 35
Action
Write

About Postalytics

Postalytics turns direct mail into a digital channel providing tools to build, send and track postcards and letters.

HelpHelp

Related categories

Marketing Automation

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About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Similar apps

Zapier Forms

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