Delighted + Pandadoc Integration

Use Autopilot to automate and integrate Delighted and Pandadoc.

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Marketing Automation ideas to integrate Delighted and Pandadoc

Salesforce Campaign Trigger to Check Pandadoc Status to Send Delighted NPS Survey

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Delighted NPS Response to Send Pandadoc Document

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Pipedrive Deal Stage Changed to Send Delighted NPS Survey

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Delighted NPS Response to Send Pandadoc Document

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Delighted NPS Response to Check Pandadoc Status to Send Delighted NPS Survey

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Pandadoc Document Status Change to Add to Google AdWords Audience to Send Delighted NPS Survey

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Delighted NPS Response to Send Pandadoc Document

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Pandadoc Document Status Change to Check Delighted NPS Response to Send Pandadoc Document

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Pipedrive Deal Stage Changed to Check Pandadoc Status to Send Delighted NPS Survey

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Delighted NPS Response to Send Pandadoc Document

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Delighted NPS Response to Send Pandadoc Document

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Salesforce Campaign Trigger to Send Delighted NPS Survey to Send Pandadoc Document

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Pipedrive Deal Stage Changed to Send Pandadoc Document

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Delighted NPS Response to Has Submitted Form to Send Pandadoc Document

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Pandadoc Document Status Change to Send Pandadoc Document to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Send Delighted NPS Survey

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Pandadoc Document Status Change to Send Delighted NPS Survey

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Pipedrive Deal Stage Changed to Check Delighted NPS Response to Send Pandadoc Document

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Pandadoc Document Status Change to Send Delighted NPS Survey

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Delighted NPS Response to Send Pandadoc Document

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Showing 20 of 128 Marketing Automation ideas using Autopilot's Delighted and Pandadoc integration.

About Delighted

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 Pandadoc

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 Delighted integration.

Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
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 Pandadoc Status
Checks the current status of the Pandadoc for the user.

Actions

Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
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 and Pandadoc.