Facebook + Pandadoc + Base CRM integration

Use Autopilot to create journeys that use the Facebook, Pandadoc and Base CRM integrations.

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Marketing Automation ideas to integrate Facebook, Pandadoc and Base CRM.

Pandadoc Document Status Change to Add to Facebook Custom Audience to Assign Base Contact Owner

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Base Deal Stage Change to Add to Facebook Custom Audience to Send Pandadoc Document

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Facebook Lead Ad Submitted to Check Pandadoc Status to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Check Pandadoc Status to Remove From Facebook Custom Audience

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Pandadoc Document Status Change to Update Base Contact Field to Add to Facebook Custom Audience

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Assign Base Task to Check Pandadoc Status to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Send Pandadoc Document

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Add a Base Deal to Has Submitted Facebook Lead Ad to Send Pandadoc Document

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Pandadoc Document Status Change to Remove From Facebook Custom Audience to Assign Base Contact Owner

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Pandadoc Document Status Change to Has Submitted Facebook Lead Ad to Update Base Contact Field

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Pandadoc Document Status Change to Check Base Contact Field to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Update Base Contact Field to Send Pandadoc Document

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Pandadoc Document Status Change to Has Submitted Facebook Lead Ad to Send Pandadoc Document

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Pandadoc Document Status Change to Remove From Facebook Custom Audience to Send Pandadoc Document

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Base Contact Field Change to Send Pandadoc Document to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Assign Base Contact Owner to Send Pandadoc Document

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Pandadoc Document Status Change to Send Pandadoc Document to Add to Facebook Custom Audience

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Add a Base Deal to Send Pandadoc Document to Remove From Facebook Custom Audience

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Base Deal Stage Change to Check Pandadoc Status to Remove From Facebook Custom Audience

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Base Contact Field Change to Check Pandadoc Status to Add to Facebook Custom Audience

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Showing 20 journey ideas for Facebook, Pandadoc and Base CRM

About the Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, 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.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Pandadoc integration and the Base CRM integration.

Journey Triggers

Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
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.

Conditions

Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
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.

Journey Actions

Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.
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.

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 Facebook, Pandadoc and Base CRM.