[{"data":1,"prerenderedAt":888},["ShallowReactive",2],{"navigation_docs":3,"-en-articles-15253092-salesforce-integration-send-scribeless-mailers-automatically-with-flow":307,"-en-articles-15253092-salesforce-integration-send-scribeless-mailers-automatically-with-flow-surround":883},[4],{"title":5,"path":6,"stem":7,"children":8,"page":306},"En","\u002Fen","en",[9],{"title":10,"path":11,"stem":12,"children":13,"page":306},"Articles","\u002Fen\u002Farticles","en\u002Farticles",[14,18,22,26,30,34,38,42,46,50,54,58,62,66,70,74,78,82,86,90,94,98,102,106,110,114,118,122,126,130,134,138,142,146,150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218,222,226,230,234,238,242,246,250,254,258,262,266,270,274,278,282,286,290,294,298,302],{"title":15,"path":16,"stem":17},"Christmas Cards: Frequently Asked 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Zapier","\u002Fen\u002Farticles\u002F14827616-add-woocommerce-customers-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827616-add-woocommerce-customers-to-a-scribeless-campaign-with-zapier",{"title":35,"path":36,"stem":37},"Add ActiveCampaign contacts to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827678-add-activecampaign-contacts-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827678-add-activecampaign-contacts-to-a-scribeless-campaign-with-zapier",{"title":39,"path":40,"stem":41},"Add Klaviyo profiles to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827681-add-klaviyo-profiles-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827681-add-klaviyo-profiles-to-a-scribeless-campaign-with-zapier",{"title":43,"path":44,"stem":45},"Add Mailchimp subscribers to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827683-add-mailchimp-subscribers-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827683-add-mailchimp-subscribers-to-a-scribeless-campaign-with-zapier",{"title":47,"path":48,"stem":49},"Add Calendly invitees to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827684-add-calendly-invitees-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827684-add-calendly-invitees-to-a-scribeless-campaign-with-zapier",{"title":51,"path":52,"stem":53},"Add Reply.io prospects to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827685-add-reply-io-prospects-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827685-add-reply-io-prospects-to-a-scribeless-campaign-with-zapier",{"title":55,"path":56,"stem":57},"Add Omnisend contacts to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827686-add-omnisend-contacts-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827686-add-omnisend-contacts-to-a-scribeless-campaign-with-zapier",{"title":59,"path":60,"stem":61},"Add Lemlist sales moments to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827688-add-lemlist-sales-moments-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827688-add-lemlist-sales-moments-to-a-scribeless-campaign-with-zapier",{"title":63,"path":64,"stem":65},"Add Drip subscribers to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827689-add-drip-subscribers-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827689-add-drip-subscribers-to-a-scribeless-campaign-with-zapier",{"title":67,"path":68,"stem":69},"Add Yotpo customers to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827693-add-yotpo-customers-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827693-add-yotpo-customers-to-a-scribeless-campaign-with-zapier",{"title":71,"path":72,"stem":73},"Add SavvyCal invitees to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827694-add-savvycal-invitees-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827694-add-savvycal-invitees-to-a-scribeless-campaign-with-zapier",{"title":75,"path":76,"stem":77},"Add Tally form submissions to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827698-add-tally-form-submissions-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827698-add-tally-form-submissions-to-a-scribeless-campaign-with-zapier",{"title":79,"path":80,"stem":81},"Add Squarespace Commerce orders to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827700-add-squarespace-commerce-orders-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827700-add-squarespace-commerce-orders-to-a-scribeless-campaign-with-zapier",{"title":83,"path":84,"stem":85},"Add Wix Stores orders to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827703-add-wix-stores-orders-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827703-add-wix-stores-orders-to-a-scribeless-campaign-with-zapier",{"title":87,"path":88,"stem":89},"Add Etsy orders to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827705-add-etsy-orders-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827705-add-etsy-orders-to-a-scribeless-campaign-with-zapier",{"title":91,"path":92,"stem":93},"Add Monday CRM opportunities to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827708-add-monday-crm-opportunities-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827708-add-monday-crm-opportunities-to-a-scribeless-campaign-with-zapier",{"title":95,"path":96,"stem":97},"Add Capsule opportunity milestones to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827710-add-capsule-opportunity-milestones-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827710-add-capsule-opportunity-milestones-to-a-scribeless-campaign-with-zapier",{"title":99,"path":100,"stem":101},"Add Keap contacts to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827712-add-keap-contacts-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827712-add-keap-contacts-to-a-scribeless-campaign-with-zapier",{"title":103,"path":104,"stem":105},"Add Apollo sales moments to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837605-add-apollo-sales-moments-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837605-add-apollo-sales-moments-to-a-scribeless-campaign-with-zapier",{"title":107,"path":108,"stem":109},"Add Attio records to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837606-add-attio-records-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837606-add-attio-records-to-a-scribeless-campaign-with-zapier",{"title":111,"path":112,"stem":113},"Add BigCommerce customers to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837607-add-bigcommerce-customers-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837607-add-bigcommerce-customers-to-a-scribeless-campaign-with-zapier",{"title":115,"path":116,"stem":117},"Add Copper opportunities to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837608-add-copper-opportunities-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837608-add-copper-opportunities-to-a-scribeless-campaign-with-zapier",{"title":119,"path":120,"stem":121},"Add Front conversations to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837609-add-front-conversations-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837609-add-front-conversations-to-a-scribeless-campaign-with-zapier",{"title":123,"path":124,"stem":125},"Add Help Scout conversations to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837611-add-help-scout-conversations-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837611-add-help-scout-conversations-to-a-scribeless-campaign-with-zapier",{"title":127,"path":128,"stem":129},"Add Jotform submissions to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837612-add-jotform-submissions-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837612-add-jotform-submissions-to-a-scribeless-campaign-with-zapier",{"title":131,"path":132,"stem":133},"Add Magento order shipments to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837613-add-magento-order-shipments-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837613-add-magento-order-shipments-to-a-scribeless-campaign-with-zapier",{"title":135,"path":136,"stem":137},"Add Pipedrive deals to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837614-add-pipedrive-deals-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837614-add-pipedrive-deals-to-a-scribeless-campaign-with-zapier",{"title":139,"path":140,"stem":141},"Add Recharge subscription events to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837615-add-recharge-subscription-events-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837615-add-recharge-subscription-events-to-a-scribeless-campaign-with-zapier",{"title":143,"path":144,"stem":145},"Add Zendesk support moments to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837616-add-zendesk-support-moments-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837616-add-zendesk-support-moments-to-a-scribeless-campaign-with-zapier",{"title":147,"path":148,"stem":149},"Add Zoho CRM records to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837617-add-zoho-crm-records-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837617-add-zoho-crm-records-to-a-scribeless-campaign-with-zapier",{"title":151,"path":152,"stem":153},"Send postcards with the Scribeless API","\u002Fen\u002Farticles\u002F14896353-send-postcards-with-the-scribeless-api","en\u002Farticles\u002F14896353-send-postcards-with-the-scribeless-api",{"title":155,"path":156,"stem":157},"Installing the Scribeless HubSpot connector","\u002Fen\u002Farticles\u002F15233083-installing-the-scribeless-hubspot-connector","en\u002Farticles\u002F15233083-installing-the-scribeless-hubspot-connector",{"title":159,"path":160,"stem":161},"Using the Scribeless HubSpot workflow connector","\u002Fen\u002Farticles\u002F15233084-using-the-scribeless-hubspot-workflow-connector","en\u002Farticles\u002F15233084-using-the-scribeless-hubspot-workflow-connector",{"title":163,"path":164,"stem":165},"Sending a Scribeless mailer from a HubSpot contact record","\u002Fen\u002Farticles\u002F15233085-sending-a-scribeless-mailer-from-a-hubspot-contact-record","en\u002Farticles\u002F15233085-sending-a-scribeless-mailer-from-a-hubspot-contact-record",{"title":167,"path":168,"stem":169},"Salesforce integration: send a Scribeless mailer manually from a Lead or Contact","\u002Fen\u002Farticles\u002F15253090-salesforce-integration-send-a-scribeless-mailer-manually-from-a-lead-or-contact","en\u002Farticles\u002F15253090-salesforce-integration-send-a-scribeless-mailer-manually-from-a-lead-or-contact",{"title":171,"path":172,"stem":173},"Salesforce integration: send Scribeless mailers automatically with Flow","\u002Fen\u002Farticles\u002F15253092-salesforce-integration-send-scribeless-mailers-automatically-with-flow","en\u002Farticles\u002F15253092-salesforce-integration-send-scribeless-mailers-automatically-with-flow",{"title":175,"path":176,"stem":177},"Send a Scribeless mailer from an Attio person record","\u002Fen\u002Farticles\u002F15292812-send-a-scribeless-mailer-from-an-attio-person-record","en\u002Farticles\u002F15292812-send-a-scribeless-mailer-from-an-attio-person-record",{"title":179,"path":180,"stem":181},"Installing the Scribeless Attio app","\u002Fen\u002Farticles\u002F15292813-installing-the-scribeless-attio-app","en\u002Farticles\u002F15292813-installing-the-scribeless-attio-app",{"title":183,"path":184,"stem":185},"Set up the Scribeless Make connector","\u002Fen\u002Farticles\u002F15292821-set-up-the-scribeless-make-connector","en\u002Farticles\u002F15292821-set-up-the-scribeless-make-connector",{"title":187,"path":188,"stem":189},"Use the Scribeless Make connector to add recipients to a campaign","\u002Fen\u002Farticles\u002F15292822-use-the-scribeless-make-connector-to-add-recipients-to-a-campaign","en\u002Farticles\u002F15292822-use-the-scribeless-make-connector-to-add-recipients-to-a-campaign",{"title":191,"path":192,"stem":193},"Set up the Scribeless n8n connector","\u002Fen\u002Farticles\u002F15292823-set-up-the-scribeless-n8n-connector","en\u002Farticles\u002F15292823-set-up-the-scribeless-n8n-connector",{"title":195,"path":196,"stem":197},"Use the Scribeless n8n connector to add recipients to a campaign","\u002Fen\u002Farticles\u002F15292824-use-the-scribeless-n8n-connector-to-add-recipients-to-a-campaign","en\u002Farticles\u002F15292824-use-the-scribeless-n8n-connector-to-add-recipients-to-a-campaign",{"title":199,"path":200,"stem":201},"Import Scribeless templates from Figma","\u002Fen\u002Farticles\u002F15361637-import-scribeless-templates-from-figma","en\u002Farticles\u002F15361637-import-scribeless-templates-from-figma",{"title":203,"path":204,"stem":205},"Send Scribeless QR scan events to Google Analytics 4","\u002Fen\u002Farticles\u002F15846523-send-scribeless-qr-scan-events-to-google-analytics-4","en\u002Farticles\u002F15846523-send-scribeless-qr-scan-events-to-google-analytics-4",{"title":207,"path":208,"stem":209},"Supported countries and territories","\u002Fen\u002Farticles\u002F17596286-supported-countries-and-territories","en\u002Farticles\u002F17596286-supported-countries-and-territories",{"title":211,"path":212,"stem":213},"Welcome to Scribeless","\u002Fen\u002Farticles\u002F8795953-welcome-to-scribeless","en\u002Farticles\u002F8795953-welcome-to-scribeless",{"title":215,"path":216,"stem":217},"Scribeless glossary","\u002Fen\u002Farticles\u002F8796429-scribeless-glossary","en\u002Farticles\u002F8796429-scribeless-glossary",{"title":219,"path":220,"stem":221},"Team management","\u002Fen\u002Farticles\u002F8800411-team-management","en\u002Farticles\u002F8800411-team-management",{"title":223,"path":224,"stem":225},"Managing your account","\u002Fen\u002Farticles\u002F8800623-managing-your-account","en\u002Farticles\u002F8800623-managing-your-account",{"title":227,"path":228,"stem":229},"I've created my campaign, what happens now?","\u002Fen\u002Farticles\u002F8800636-i-ve-created-my-campaign-what-happens-now","en\u002Farticles\u002F8800636-i-ve-created-my-campaign-what-happens-now",{"title":231,"path":232,"stem":233},"Template editor: the basics","\u002Fen\u002Farticles\u002F8800637-template-editor-the-basics","en\u002Farticles\u002F8800637-template-editor-the-basics",{"title":235,"path":236,"stem":237},"Maximum character counts","\u002Fen\u002Farticles\u002F8800640-maximum-character-counts","en\u002Farticles\u002F8800640-maximum-character-counts",{"title":239,"path":240,"stem":241},"Your first campaign","\u002Fen\u002Farticles\u002F8800657-your-first-campaign","en\u002Farticles\u002F8800657-your-first-campaign",{"title":243,"path":244,"stem":245},"Handwriting - Why? How?","\u002Fen\u002Farticles\u002F8800684-handwriting-why-how","en\u002Farticles\u002F8800684-handwriting-why-how",{"title":247,"path":248,"stem":249},"Uploading address data","\u002Fen\u002Farticles\u002F8800696-uploading-address-data","en\u002Farticles\u002F8800696-uploading-address-data",{"title":251,"path":252,"stem":253},"Shopify integration","\u002Fen\u002Farticles\u002F8800698-shopify-integration","en\u002Farticles\u002F8800698-shopify-integration",{"title":255,"path":256,"stem":257},"Zapier integration","\u002Fen\u002Farticles\u002F8800700-zapier-integration","en\u002Farticles\u002F8800700-zapier-integration",{"title":259,"path":260,"stem":261},"CRM integrations","\u002Fen\u002Farticles\u002F8800701-crm-integrations","en\u002Farticles\u002F8800701-crm-integrations",{"title":263,"path":264,"stem":265},"Developers","\u002Fen\u002Farticles\u002F8800702-developers","en\u002Farticles\u002F8800702-developers",{"title":267,"path":268,"stem":269},"Pricing plans","\u002Fen\u002Farticles\u002F8800707-pricing-plans","en\u002Farticles\u002F8800707-pricing-plans",{"title":271,"path":272,"stem":273},"Scribeless mailers - sizes, materials and photos","\u002Fen\u002Farticles\u002F8800728-scribeless-mailers-sizes-materials-and-photos","en\u002Farticles\u002F8800728-scribeless-mailers-sizes-materials-and-photos",{"title":275,"path":276,"stem":277},"Billing","\u002Fen\u002Farticles\u002F8800828-billing","en\u002Farticles\u002F8800828-billing",{"title":279,"path":280,"stem":281},"Delivery times","\u002Fen\u002Farticles\u002F8800852-delivery-times","en\u002Farticles\u002F8800852-delivery-times",{"title":283,"path":284,"stem":285},"Campaign & recipient statuses","\u002Fen\u002Farticles\u002F8800855-campaign-recipient-statuses","en\u002Farticles\u002F8800855-campaign-recipient-statuses",{"title":287,"path":288,"stem":289},"Privacy and security","\u002Fen\u002Farticles\u002F8887732-privacy-and-security","en\u002Farticles\u002F8887732-privacy-and-security",{"title":291,"path":292,"stem":293},"HubSpot integration","\u002Fen\u002Farticles\u002F8916366-hubspot-integration","en\u002Farticles\u002F8916366-hubspot-integration",{"title":295,"path":296,"stem":297},"Make (Integromat) integration","\u002Fen\u002Farticles\u002F8975283-make-integromat-integration","en\u002Farticles\u002F8975283-make-integromat-integration",{"title":299,"path":300,"stem":301},"Clay integration","\u002Fen\u002Farticles\u002F8985575-clay-integration","en\u002Farticles\u002F8985575-clay-integration",{"title":303,"path":304,"stem":305},"Salesforce integration setup: install and configure Scribeless","\u002Fen\u002Farticles\u002F8991210-salesforce-integration-setup-install-and-configure-scribeless","en\u002Farticles\u002F8991210-salesforce-integration-setup-install-and-configure-scribeless",false,{"id":308,"title":171,"body":309,"description":872,"extension":873,"links":874,"meta":875,"modifiedAt":879,"navigation":880,"path":172,"seo":881,"stem":173,"__hash__":882},"docs\u002Fen\u002Farticles\u002F15253092-salesforce-integration-send-scribeless-mailers-automatically-with-flow.md",{"type":310,"value":311,"toc":859},"minimark",[312,316,324,330,335,368,371,376,380,383,386,406,411,415,418,425,483,486,491,495,509,571,576,583,588,592,602,605,740,746,751,755,764,769,773,780,794,800,803,809,814,818,833,838,842],[313,314,315],"p",{},"Use Salesforce Flow when Scribeless should send a handwritten mailer automatically after a Lead or Contact reaches a chosen stage or status.",[313,317,318,319,323],{},"This example uses a realistic sales workflow: when a Lead moves to ",[320,321,322],"strong",{},"Working - Contacted",", Salesforce sends that Lead to Scribeless. A sales rep does not click a Scribeless button; the normal Salesforce status change is the trigger.",[313,325,326],{},[327,328],"span",{"id":329},"h_242268b501",[331,332,334],"h2",{"id":333},"before-you-start","Before you start",[336,337,338,347,355,362,365],"ul",{},[339,340,341,342,346],"li",{},"Complete the ",[343,344,345],"a",{"href":304},"Salesforce integration setup guide",".",[339,348,349,350,354],{},"Confirm the ",[351,352,353],"code",{},"Scribeless_API"," Named Credential works.",[339,356,357,358,361],{},"Grant the Flow user access to the packaged ",[320,359,360],{},"Scribeless Callout Access"," permission set and the Scribeless External Credential principal.",[339,363,364],{},"Choose the Scribeless campaign ID the Flow should send to.",[339,366,367],{},"Use a test Lead or Contact with a complete postal address.",[313,369,370],{},"For Leads, Scribeless needs at least first name, street, and country. For Contacts, use first name, mailing street, and mailing country.",[313,372,373],{},[327,374],{"id":375},"h_cf82f35df3",[331,377,379],{"id":378},"choose-the-automation-trigger","Choose the automation trigger",[313,381,382],{},"Start with one clear trigger. Do not send on every record edit.",[313,384,385],{},"Good first triggers include:",[336,387,388,393,396,399],{},[339,389,390,391,346],{},"Lead status changes to ",[320,392,322],{},[339,394,395],{},"A Contact reaches a lifecycle stage.",[339,397,398],{},"A Contact is added to a specific campaign or segment.",[339,400,401,402,405],{},"A custom checkbox such as ",[320,403,404],{},"Send Scribeless Mailer"," is checked by an internal process.",[313,407,408],{},[327,409],{"id":410},"h_b57120f62d",[331,412,414],{"id":413},"create-tracking-fields","Create tracking fields",[313,416,417],{},"Tracking fields help prevent duplicate sends and make the outcome visible on the Salesforce record.",[313,419,420,421,424],{},"For the Lead example, create these fields under ",[320,422,423],{},"Setup > Object Manager > Lead > Fields & Relationships",":",[426,427,428,447],"table",{},[429,430,431],"thead",{},[432,433,434,438,441,444],"tr",{},[435,436,437],"th",{},"Field label",[435,439,440],{},"API name",[435,442,443],{},"Type",[435,445,446],{},"Purpose",[448,449,450,467],"tbody",{},[432,451,452,456,461,464],{},[453,454,455],"td",{},"Scribeless Note Sent At",[453,457,458],{},[351,459,460],{},"Scribeless_Note_Sent_At__c",[453,462,463],{},"Date\u002FTime",[453,465,466],{},"Prevents the Flow from sending the same Lead again.",[432,468,469,472,477,480],{},[453,470,471],{},"Scribeless Note Campaign ID",[453,473,474],{},[351,475,476],{},"Scribeless_Note_Campaign_Id__c",[453,478,479],{},"Text",[453,481,482],{},"Stores which Scribeless campaign received the Lead.",[313,484,485],{},"Grant the Flow user read and edit access to these fields.",[313,487,488],{},[327,489],{"id":490},"h_e07d92a432",[331,492,494],{"id":493},"create-a-record-triggered-flow","Create a Record-Triggered Flow",[313,496,497,498,501,502,505,506,346],{},"In ",[320,499,500],{},"Setup",", search for ",[320,503,504],{},"Flows",", then create a new ",[320,507,508],{},"Record-Triggered Flow",[426,510,511,521],{},[429,512,513],{},[432,514,515,518],{},[435,516,517],{},"Flow setting",[435,519,520],{},"Value",[448,522,523,531,539,549,563],{},[432,524,525,528],{},[453,526,527],{},"Object",[453,529,530],{},"Lead",[432,532,533,536],{},[453,534,535],{},"Trigger",[453,537,538],{},"A record is created or updated",[432,540,541,544],{},[453,542,543],{},"Entry condition",[453,545,546],{},[351,547,548],{},"Status = Working - Contacted",[432,550,551,554],{},[453,552,553],{},"Extra conditions",[453,555,556,559,560,562],{},[351,557,558],{},"Street"," is not blank, country is not blank, and ",[351,561,460],{}," is blank",[432,564,565,568],{},[453,566,567],{},"Run path",[453,569,570],{},"Async path after the record is saved",[313,572,573,574,346],{},"The blank sent timestamp condition is important. Without it, the same Lead could be sent again if it is edited while the status is still ",[320,575,322],{},[313,577,578],{},[579,580],"img",{"alt":581,"src":582},"Active Salesforce Flow detail page for Scribeless Lead automation","\u002Fmedia\u002Fe94f63d6ceed96fb641b.png",[313,584,585],{},[327,586],{"id":587},"h_58ff1d51d7",[331,589,591],{"id":590},"add-the-scribeless-action","Add the Scribeless action",[313,593,594,595,598,599,346],{},"Inside the Flow, add an ",[320,596,597],{},"Action"," element and search for the Apex action named ",[320,600,601],{},"Send recipient to Scribeless",[313,603,604],{},"Map Salesforce fields into the action inputs:",[426,606,607,617],{},[429,608,609],{},[432,610,611,614],{},[435,612,613],{},"Action input",[435,615,616],{},"Lead field or value",[448,618,619,629,639,649,659,669,679,689,699,709,719,730],{},[432,620,621,626],{},[453,622,623],{},[351,624,625],{},"campaignId",[453,627,628],{},"The Scribeless campaign ID",[432,630,631,636],{},[453,632,633],{},[351,634,635],{},"firstName",[453,637,638],{},"Lead First Name",[432,640,641,646],{},[453,642,643],{},[351,644,645],{},"lastName",[453,647,648],{},"Lead Last Name",[432,650,651,656],{},[453,652,653],{},[351,654,655],{},"company",[453,657,658],{},"Lead Company",[432,660,661,666],{},[453,662,663],{},[351,664,665],{},"address1",[453,667,668],{},"Lead Street",[432,670,671,676],{},[453,672,673],{},[351,674,675],{},"city",[453,677,678],{},"Lead City",[432,680,681,686],{},[453,682,683],{},[351,684,685],{},"state",[453,687,688],{},"Lead State\u002FProvince",[432,690,691,696],{},[453,692,693],{},[351,694,695],{},"postalCode",[453,697,698],{},"Lead Zip\u002FPostal Code",[432,700,701,706],{},[453,702,703],{},[351,704,705],{},"country",[453,707,708],{},"Lead Country or Country Code",[432,710,711,716],{},[453,712,713],{},[351,714,715],{},"variablesJson",[453,717,718],{},"Optional JSON for campaign variables",[432,720,721,726],{},[453,722,723],{},[351,724,725],{},"sourceObjectType",[453,727,728],{},[351,729,530],{},[432,731,732,737],{},[453,733,734],{},[351,735,736],{},"sourceRecordId",[453,738,739],{},"Lead Record ID",[313,741,742,743,745],{},"If the selected Scribeless campaign uses custom variables, include them in ",[351,744,715],{},". Use the variable names expected by your Scribeless campaign.",[313,747,748],{},[327,749],{"id":750},"h_612a94939a",[331,752,754],{"id":753},"stamp-the-lead-after-a-successful-send","Stamp the Lead after a successful send",[313,756,757,758,760,761,763],{},"After the Scribeless action succeeds, update the same Lead record. Set ",[351,759,460],{}," to the current Flow date\u002Ftime and set ",[351,762,476],{}," to the campaign ID used by the Flow.",[313,765,766],{},[327,767],{"id":768},"h_073f1284b9",[331,770,772],{"id":771},"save-activate-and-test","Save, activate, and test",[313,774,775,776,779],{},"Save the Flow with a clear name, such as ",[320,777,778],{},"Scribeless Send on Working Lead",", then activate it.",[313,781,782,783,786,787,790,791,793],{},"Create or open a Lead with first name, last name, company, street, city, postal code, and country. Change ",[320,784,785],{},"Lead Status"," from ",[320,788,789],{},"Open - Not Contacted"," to ",[320,792,322],{},", then save.",[313,795,796],{},[579,797],{"alt":798,"src":799},"Salesforce Lead after being moved to Working - Contacted","\u002Fmedia\u002F09085a736fbe4d609b5e.png",[313,801,802],{},"Salesforce should queue the Flow, call Scribeless, then stamp the Lead with the sent timestamp and campaign ID. Open the Scribeless campaign and confirm the recipient appears.",[313,804,805],{},[579,806],{"alt":807,"src":808},"Scribeless campaign showing recipient created by Salesforce Flow","\u002Fmedia\u002F6dcbd84d9a80479cbbbf.png",[313,810,811],{},[327,812],{"id":813},"h_75aca14a5a",[331,815,817],{"id":816},"common-adjustments","Common adjustments",[336,819,820,823,826],{},[339,821,822],{},"For Contacts, build the same kind of Record-Triggered Flow on the Contact object and use Mailing Address fields.",[339,824,825],{},"For Opportunities, most teams should send to a related Contact rather than the Opportunity itself.",[339,827,828,829,832],{},"For stricter control, add a custom checkbox such as ",[320,830,831],{},"Send Scribeless mailer when qualified"," and include it in the Flow conditions.",[313,834,835],{},[327,836],{"id":837},"h_51877b4469",[331,839,841],{"id":840},"troubleshooting","Troubleshooting",[336,843,844,847,853,856],{},[339,845,846],{},"If nothing is sent, check every Flow entry condition.",[339,848,849,850,852],{},"If Salesforce reports a credential, callout, Named Credential, or External Credential error, check the ",[351,851,353],{}," Named Credential and the Flow running user permissions. The Flow user needs both the packaged Scribeless permission set and a customer-owned permission set that grants access to the External Credential principal.",[339,854,855],{},"If Scribeless returns an error, check the campaign ID and the recipient address fields.",[339,857,858],{},"If the same person is sent more than once, tighten the duplicate guard using a sent timestamp field.",{"title":860,"searchDepth":861,"depth":861,"links":862},"",2,[863,864,865,866,867,868,869,870,871],{"id":333,"depth":861,"text":334},{"id":378,"depth":861,"text":379},{"id":413,"depth":861,"text":414},{"id":493,"depth":861,"text":494},{"id":590,"depth":861,"text":591},{"id":753,"depth":861,"text":754},{"id":771,"depth":861,"text":772},{"id":816,"depth":861,"text":817},{"id":840,"depth":861,"text":841},"Use Salesforce Flow to send Scribeless mailers when records reach a chosen status or stage.","md",null,{"category":876,"brand":877,"sourceArticleId":878},"integrations","Scribeless","15253092","2026-05-25T15:33:25Z",true,{"title":171,"description":872},"d9mWu305RKppNorkwKuoXBqdN2XOveXUIVglpfRbzks",[884,886],{"title":167,"path":168,"stem":169,"description":885,"children":-1},"Send a one-off Scribeless mailer from a Salesforce Lead or Contact record.",{"title":175,"path":176,"stem":177,"description":887,"children":-1},"Send one person from an Attio People record to a Scribeless campaign using the native Scribeless Attio app.",1793887435938]