Base CRM + Salesforce + Pandadoc integration
Use Autopilot to create journeys that use the Base CRM, Salesforce and Pandadoc integrations.
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Marketing Automation ideas to integrate Base CRM, Salesforce and Pandadoc.
Add a Base Deal to Send Pandadoc Document to Assign Salesforce Lead
Salesforce Campaign Trigger to Check Salesforce Field to Assign Base Contact Owner
Salesforce Campaign Trigger to Check Base Contact Field to Add Salesforce Task
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Assign Base Contact Owner
Pandadoc Document Status Change to Add Salesforce Task to Assign Base Contact Owner
Salesforce Field Changed to Assign Base Contact Owner to Update Salesforce Field
Salesforce Field Changed to Assign Base Contact Owner to Assign Salesforce Lead
Add a Base Deal to Send Pandadoc Document to Create Salesforce Opportunity
Base Deal Stage Change to Check Base Deal Stage to Create Salesforce Opportunity
Salesforce Campaign Trigger to Check Base Deal Stage to Set Salesforce Campaign Member Status
Base Contact Field Change to Check Base Contact Field to Assign Salesforce Lead to Group
Assign Base Task to Check Base Deal Stage to Create Salesforce Opportunity
Base Deal Stage Change to Update Base Contact Field to Assign Salesforce Lead to Group
Base Contact Field Change to Assign Base Contact Owner to Add Salesforce Task
Base Contact Field Change to Update Salesforce Field to Update Base Contact Field
Assign Base Task to Check Base Contact Field to Set Salesforce Campaign Member Status
Base Deal Stage Change to Check Salesforce Campaign Member Status to Assign Base Contact Owner
Base Deal Stage Change to Assign Base Contact Owner to Set Salesforce Campaign Member Status
Base Contact Field Change to Check Salesforce Field to Update Base Contact Field
Base Deal Stage Change to Assign Salesforce Lead to Send Pandadoc Document
Showing 20 journey ideas for Base CRM, Salesforce and Pandadoc
About the Base CRM integration
Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.
About the Salesforce integration
Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.
About the Pandadoc integration
Automatically send documents based on actions people take in the customer journey with Pandadoc and Autopilot. Easily follow up eSignatures status changes including after the document is successfully complete. Pandadoc streamlines the way your team creates, sends, and tracks sales documents so you can close more deals faster.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Base CRM integration, Salesforce integration and the Pandadoc integration.
Journey Triggers
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Conditions
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Journey Actions
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.
What is Autopilot?
Simple and visual customer journey marketing software you’ll love.
Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Base CRM, Salesforce and Pandadoc.
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