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.

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.

  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!
    PostalyticsPostalytics
    Send and Track a Postcard or Letter

    Send a postcard or letter with delivery and response tracking.

    ActionWrite
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Supported triggers and actions

    • 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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postalytics logo

About Postalytics

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

Related categories

  • Marketing Automation

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salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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