Delighted + Custom Fields + Pandadoc integration
Use Autopilot to create journeys that use the Delighted, Custom Fields and Pandadoc integrations.
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Marketing Automation ideas to integrate Delighted, Custom Fields and Pandadoc.
Field Match to Check Delighted NPS Response to Send Pandadoc Document
Field Match to Send Pandadoc Document to Send Delighted NPS Survey
Pandadoc Document Status Change to Update Field to Send Delighted NPS Survey
Pandadoc Document Status Change to Check Field to Send Delighted NPS Survey
Delighted NPS Response to Check Field to Send Pandadoc Document
Field Match to Update Field to Send Delighted NPS Survey
Field Match to Check Delighted NPS Response to Update Field
Delighted NPS Response to Check Delighted NPS Response to Update Field
Pandadoc Document Status Change to Send Delighted NPS Survey to Update Field
Field Match to Send Delighted NPS Survey to Send Pandadoc Document
Delighted NPS Response to Update Field to Send Pandadoc Document
Field Match to Check Field to Send Delighted NPS Survey
Delighted NPS Response to Send Pandadoc Document to Update Field
Delighted NPS Response to Check Field to Send Delighted NPS Survey
Field Match to Check Pandadoc Status to Send Delighted NPS Survey
Pandadoc Document Status Change to Check Delighted NPS Response to Update Field
Delighted NPS Response to Update Field to Send Delighted NPS Survey
Field Match to Send Delighted NPS Survey to Update Field
Delighted NPS Response to Send Delighted NPS Survey to Update Field
Delighted NPS Response to Check Pandadoc Status to Update Field
Showing 20 journey ideas for Delighted, Custom Fields and Pandadoc
About the Delighted integration
With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.
About the Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
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 Delighted integration, Custom Fields integration and the Pandadoc integration.
Journey Triggers
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Field Match
Add a contact to a journey when a particular field's value 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 Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Journey Actions
Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Update Field
Update a 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 Delighted, Custom Fields and Pandadoc.
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