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.

    TriggerScheduled
  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

What does this mean?
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About Postal.io

Postal.io automates the offline for Sales & Marketing
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Related categories

  • Marketing
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About Salesforce

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

  • CRM (Customer Relationship Management)

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