Facebook + Pandadoc + Insightly integration
Use Autopilot to create journeys that use the Facebook, Pandadoc and Insightly integrations.
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Marketing Automation ideas to integrate Facebook, Pandadoc and Insightly.
Add Insightly Opportunity to Send Pandadoc Document to Remove From Facebook Custom Audience
Insightly Opportunity Status Change to Send Pandadoc Document to Remove From Facebook Custom Audience
Pandadoc Document Status Change to Send Pandadoc Document to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Send Pandadoc Document to Update Insightly Contact Field
Insightly Opportunity Status Change to Check Pandadoc Status to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Send Pandadoc Document
Check Insightly Opportunity Stage to Send Pandadoc Document to Add to Facebook Custom Audience
Insightly Contact Field Change to Remove From Facebook Custom Audience to Send Pandadoc Document
Add Insightly Opportunity to Has Submitted Facebook Lead Ad to Send Pandadoc Document
Pandadoc Document Status Change to Send Pandadoc Document to Remove From Facebook Custom Audience
Pandadoc Document Status Change to Add to Facebook Custom Audience to Send Pandadoc Document
Pandadoc Document Status Change to Has Submitted Facebook Lead Ad to Assign Insightly Owner
Pandadoc Document Status Change to Remove From Facebook Custom Audience to Assign Insightly Task
Facebook Lead Ad Submitted to Send Pandadoc Document to Add to Facebook Custom Audience
Check Insightly Opportunity Stage to Has Submitted Facebook Lead Ad to Send Pandadoc Document
Insightly Opportunity Status Change to Check Pandadoc Status to Remove From Facebook Custom Audience
Pandadoc Document Status Change to Assign Insightly Task to Remove From Facebook Custom Audience
Pandadoc Document Status Change to Update Insightly Contact Field to Add to Facebook Custom Audience
Add Insightly Opportunity to Send Pandadoc Document to Add to Facebook Custom Audience
Pandadoc Document Status Change to Remove From Facebook Custom Audience to Create Insightly Project
Showing 20 journey ideas for Facebook, Pandadoc and Insightly
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 Insightly integration
Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Facebook integration, Pandadoc integration and the Insightly 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.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.
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.
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 Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.
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 Insightly.
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