How Conversion works with Sendoso
Conversion connects to Sendoso so its workflows can trigger direct mail and gifts as part of automated lifecycle journeys. The triggers, delays, and branches that time your emails also decide when a send goes out and who qualifies for one, from a converted lead to an opportunity reaching a new stage.
What you can do
Lifecycle moments as triggers
Start a journey when a lifecycle stage changes, a Salesforce lead converts, or an opportunity is created or updated, then place the send where it fits.
Gifts between touches
A Sendoso send sits in the same workflow as your emails, so it can follow a time delay, wait until a condition is met, or hold for a specific day and time.
Spend where it counts
Trigger filters and If/Else branches check company size, opportunity stage, or audience membership first, so gifts go to the accounts that warrant them.
