Native Salesforce integration

Salesforce direct mail for leads, opportunities, and renewals

Use Salesforce Flow or manual Lead and Contact actions to create Scribeless mailers, log sends, and trigger follow-up from Salesforce records.

Book a demo Set up Scribeless in Salesforce

Salesforce Flow detail page for a Scribeless direct mail automation

Ways to send

Use Flow for repeatable triggers. Use manual sends for personal context.

Salesforce can handle both: Flow for stable triggers, and a Lead or Contact action when the sender should choose the campaign and write the line.

Automated path

Salesforce Flow

Use Flow when the trigger, recipient, campaign, suppression rules, and follow-up task can be managed in Salesforce.

Working Lead, stalled opportunity, or renewal window
Address and suppression checks before the action
Send recipient to Scribeless after eligibility passes
Write sent date and campaign ID back to Salesforce

Rep-led sends

Manual Lead or Contact action

Let a rep or customer owner choose the campaign and complete the template fields before the send leaves Salesforce.

Open Send Scribeless Mailer from a Lead or Contact
Choose a campaign from the dropdown
Fill meeting, renewal, or sponsor-note variables
Preview and send from the CRM record

How it works

Run direct mail from Salesforce Flow or Lead and Contact records.

Add Scribeless to Flow Builder for automated sends, or give reps a manual action on Lead and Contact records.

Flow action

Trigger Scribeless from Salesforce Flow

Place the Scribeless action after eligibility, address, and duplicate checks so Salesforce controls who qualifies.

Run from committed Salesforce records
Map Lead, Contact, Account, or Opportunity context
Create a follow-up task after the expected delivery window

Salesforce Flow showing a Scribeless direct mail automation for a Lead

Manual action

Send from Lead or Contact records

Use the manual modal when the sender should review the recipient, choose the campaign, complete the fields, preview, and send.

Useful for post-meeting notes and executive sponsor touches
Keeps required-field validation in Salesforce
Shows the recipient status after send

Salesforce Send Scribeless Mailer modal with campaign fields

Template variables

Expose campaign fields directly in Salesforce

Campaign fields appear directly in Salesforce, so reps fill the exact line or QR destination the mailer needs.

Use meeting_intro, manual_note, or exec_sponsor_note
Map QR destination to a meeting link, proposal, or landing page
Keep reporting fields in Salesforce

Salesforce modal showing a Scribeless campaign dropdown and template fields

Recipes

Starter Salesforce recipes

Start with workflows where Salesforce already has the object, recipient, and next step.

Read the Salesforce playbook

Working Lead follow-up

When a Lead moves to Working - Contacted, send a short note from the owner that references the source, conversation, or next step.

Stalled opportunity note

When a strategic opportunity sits too long in stage, use an AE or executive note to reopen the conversation with a clear point of view.

Renewal or CSM note

When a renewal window opens, send a CSM note that references the milestone or outcome the team should build on next.

Tracking loop

Turn QR scans into Salesforce follow-up.

Use QR scans to update Salesforce records, create tasks, or branch follow-up from scan activity.

Resolve each scan to the Scribeless recipient, campaign ID, and Salesforce source record.
Update the Lead, Contact, Campaign Member, Account, or related Opportunity.
Create a task when a meeting link or proposal QR is scanned.
Report scans separately from booked meetings and pipeline movement.

Launch checklist

Lead and Contact address fields are required before send
Suppression and duplicate checks run before the Scribeless action
Campaign dropdown shows approved campaigns
Template variables match the selected campaign
Preview is available before manual sends
Recipient ID and send status are stored after success
Follow-up task ownership is assigned
QR destination has been tested

Personalization

Personal notes that still fit the design.

Reps can add a short intro, meeting note, or sponsor message. Scribeless adjusts the handwriting so every version still looks balanced.

Scribeless handwritten note auto-resizing as more CRM message copy is added

Next step

Build a Salesforce direct mail workflow reps can use and RevOps can track.

We can help choose the first Flow, design the manual action, and set up reporting around mailed accounts.

Book a demo

Set up Scribeless in Salesforce