Delighted + Recurly + Pandadoc integration
Use Autopilot to create journeys that use the Delighted, Recurly and Pandadoc integrations.
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Marketing Automation ideas to integrate Delighted, Recurly and Pandadoc.
Recurly Subscription to Send Delighted NPS Survey to Send Pandadoc Document
Recurly Subscription to Check Pandadoc Status to Send Delighted NPS Survey
Recurly Subscription to Send Pandadoc Document to Send Delighted NPS Survey
Recurly Subscription to Check Delighted NPS Response to Send Pandadoc Document
Showing 4 journey ideas for Delighted, Recurly 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 Recurly integration
From start-ups to global enterprises, today's fastest-growing businesses are harnessing the power of the subscription model to deliver predictable revenue, reveal critical customer insights, and automate revenue-optimizing decisions. These businesses demand a sophisticated, secure subscription management platform with the flexibility to support constantly evolving billing models with consistently superior customer experiences. Recurly meets that challenge with an enterprise-class subscription management platform that cuts through the complexity of subscription management to optimize and automate revenue growth.
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, Recurly integration and the Pandadoc integration.
Journey Triggers
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
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.
Journey 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, Recurly and Pandadoc.
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