Delighted + Pipedrive + Pandadoc integration

Use Autopilot to create journeys that use the Delighted, Pipedrive and Pandadoc integrations.

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Marketing Automation ideas to integrate Delighted, Pipedrive and Pandadoc.

Pandadoc Document Status Change to Schedule Pipedrive Activity to Send Delighted NPS Survey

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Pipedrive Deal Status Match to Check Delighted NPS Response to Schedule Pipedrive Activity

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Delighted NPS Response to Send Delighted NPS Survey to Schedule Pipedrive Activity

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Pipedrive Deal Status Match to Send Delighted NPS Survey to Add a Pipedrive Deal

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Pipedrive Deal Stage Match to Add a Pipedrive Deal to Send Delighted NPS Survey

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Delighted NPS Response to Assign Pipedrive Person Owner to Send Delighted NPS Survey

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Delighted NPS Response to Schedule Pipedrive Activity to Send Delighted NPS Survey

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Delighted NPS Response to Check Pandadoc Status to Add a Pipedrive Deal

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Pipedrive Deal Status Match to Check Pipedrive Deal Stage to Send Delighted NPS Survey

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Pipedrive Deal Stage Match to Update Pipedrive Deal Stage to Send Delighted NPS Survey

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Pipedrive Deal Status Match to Check Delighted NPS Response to Add a Pipedrive Deal

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Pandadoc Document Status Change to Update Pipedrive Person Field to Send Delighted NPS Survey

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

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Delighted NPS Response to Check Delighted NPS Response to Schedule Pipedrive Activity

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Pipedrive Deal Stage Match to Send Delighted NPS Survey to Send Pandadoc Document

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Pandadoc Document Status Change to Check Delighted NPS Response to Update Pipedrive Person Field

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Person Field Match to Check Delighted NPS Response to Update Pipedrive Person Field

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Delighted NPS Response to Check Pandadoc Status to Update Pipedrive Person Field

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Delighted NPS Response to Check Pipedrive Deal Stage to Send Delighted NPS Survey

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Delighted NPS Response to Check Pandadoc Status to Update Pipedrive Deal Stage

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Showing 20 journey ideas for Delighted, Pipedrive 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 Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

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, Pipedrive integration and the Pandadoc integration.

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Person Field Match
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Stage Match
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
Pipedrive Deal Status Match
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
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 Pipedrive Person Field
Check the value in a field against a specific value with a true or false outcome.
Check Pipedrive Deal Stage
Check the deal stage with a true or false outcome.
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 Pipedrive Deal Stage
Updates a deal stage to a certain stage. Updates latest deal against the person.
Schedule Pipedrive Activity
Schedule an activity to a person to complete.
Add a Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
Assign Pipedrive Person Owner
Assigns an owner to a person in Pipedrive.
Update Pipedrive Person Field
Updates a person field to a certain value or a value from another field.
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, Pipedrive and Pandadoc.