Lob + Salesforce
Send letters with Lob when fields on Salesforce records are updated
When a record field is updated in Salesforce, streamline your customer communication process by having this workflow send a letter via Lob. It's an efficient, time-saving solution for reaching out to customers, maintaining a consistent communication stream without having to manually keep tabs on Salesforce updates. Keep your stakeholders informed while freeing up time to focus on other important business tasks.
When a record field is updated in Salesforce, streamline your customer communication process by having this workflow send a letter via Lob. It's an efficient, time-saving solution for reaching out to customers, maintaining a consistent communication stream without having to manually keep tabs on Salesforce updates. Keep your stakeholders informed while freeing up time to focus on other important business tasks.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Send Letter
Creates a new letter in a double window envelope that will be mailed to the 'to' address, and from the 'from' address. Please see our documentation (www.lob.com/docs#letters) for details.
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