Direct mail from the CRM signals Salesforce already tracks.

Connect Salesforce to Postie and trigger direct mail from lead status, opportunity stage, account tier, and lifecycle signals — across Sales Cloud, Marketing Cloud, or a custom schema.

 

Start with your Salesforce product, then map from there.

 

The setup path varies based on which product you’re running:

• Sales Cloud / SFDC CRM — The most straightforward starting point. Audience exports and scheduled updates are standard.
• Marketing Cloud — Different data model, different setup path. Postie’s team has done this before.
• Custom objects or unique schemas — Common and workable. Typically requires some field mapping upfront, then runs cleanly.

 

Step 1: Connect Salesforce to Postie Direct integration or automated exports via S3/SFTP. Many setups are handled by ops plus light export automation — not a weeks-long engineering project.

 

Step 2: Define your audiences and triggers Mail from lead status changes, stage thresholds, score triggers, inactivity windows, or account tier segments. You decide which fields flow into Postie.

 

Step 3: Launch and suppress automatically Mail goes out. Recent buyers, open opportunities, and active accounts are suppressed automatically on a refresh schedule — no manual list management.

 

What Salesforce teams run with Postie

 

Six programs triggered by real CRM signals.

1. Lapsed customer re-engagement Trigger mail after a defined purchase gap using Salesforce purchase history or last-activity fields. Specific, not broad.
2. Appointment and consultation follow-up Mail a physical follow-up piece after a service visit, consultation, or demo — timed to arrive while the conversation is still relevant.
3. Reactivation after a cooling-off window Target past customers who have gone quiet past a defined threshold. Active accounts are suppressed automatically.
4. VIP, loyalty, and high-value customer campaigns Segment by account tier, spend level, or loyalty status. Mail exclusive offers to the customers most likely to respond — not the full list.
5. Stage-change and score-threshold triggers Trigger mail when a lead changes stage, hits a score, or shifts lead source. A physical touchpoint at the moment of highest intent.
6. Automatic suppression of active customers Recent buyers, open opportunities, and active accounts are suppressed automatically via Salesforce lists that refresh on a schedule. Sales and marketing mail from the same data.How to connect.

How to connect.
Two paths. Neither requires a full engineering sprint.

 

Direct Salesforce integration The most common starting point for Sales Cloud teams. Authenticate from Postie and audiences start flowing. You control field-level exposure for reporting and data sharing.

 

Automated exports via S3 or SFTP Works across all Salesforce products, including Marketing Cloud and custom schemas. Run scheduled exports from Salesforce to S3 or SFTP — Postie picks them up automatically.