Facebook + Pandadoc + Close.io integration

Use Autopilot to create journeys that use the Facebook, Pandadoc and Close.io integrations.

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Marketing Automation ideas to integrate Facebook, Pandadoc and Close.io.

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

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Pandadoc Document Status Change to Has Submitted Facebook Lead Ad to Assign Close.io Task

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Pandadoc Document Status Change to Remove From Facebook Custom Audience to Update Close.io Opportunity Stage

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Facebook Lead Ad Submitted to Assign Close.io Lead to Send Pandadoc Document

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Pandadoc Document Status Change to Has Submitted Facebook Lead Ad to Update Close.io Field

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Pandadoc Document Status Change to Has Submitted Facebook Lead Ad to Create Close.io Opportunity

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Pandadoc Document Status Change to Has Submitted Facebook Lead Ad to Assign Close.io Lead

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Close.io Field Change to Send Pandadoc Document to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Update Close.io Opportunity Stage to Send Pandadoc Document

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Close.io Field Change to Remove From Facebook Custom Audience to Send Pandadoc Document

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Facebook Lead Ad Submitted to Check Pandadoc Status to Assign Close.io Lead

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Facebook Lead Ad Submitted to Assign Close.io Task to Send Pandadoc Document

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Pandadoc Document Status Change to Add to Facebook Custom Audience to Assign Close.io Task

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Pandadoc Document Status Change to Remove From Facebook Custom Audience to Update Close.io Field

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Pandadoc Document Status Change to Assign Close.io Lead to Add to Facebook Custom Audience

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Close.io Opportunity Status Change to Has Submitted Facebook Lead Ad to Send Pandadoc Document

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Pandadoc Document Status Change to Check Close.io Opportunity Status to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Check Pandadoc Status to Assign Close.io Task

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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 Has Submitted Facebook Lead Ad to Send Pandadoc Document

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Showing 20 journey ideas for Facebook, Pandadoc and Close.io

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 Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Pandadoc integration and the Close.io 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.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).

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 Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

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.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.

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 Close.io.