Facebook + Pandadoc + Pipedrive integration
Use Autopilot to create journeys that use the Facebook, Pandadoc and Pipedrive integrations.
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Marketing Automation ideas to integrate Facebook, Pandadoc and Pipedrive.
Pandadoc Document Status Change to Remove From Facebook Custom Audience to Update Pipedrive Deal Field
Pandadoc Document Status Change to Has Submitted Facebook Lead Ad to Add Pipedrive Note
Pandadoc Document Status Change to Add Pipedrive Deal to Remove From Facebook Custom Audience
Pandadoc Document Status Change to Assign Pipedrive Person Owner to Remove From Facebook Custom Audience
Pipedrive Deal Stage Match to Check Pandadoc Status to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Send Pandadoc Document to Assign Pipedrive Person Owner
Pandadoc Document Status Change to Schedule Pipedrive Activity to Remove From Facebook Custom Audience
Person Field Match to Has Submitted Facebook Lead Ad to Send Pandadoc Document
Facebook Lead Ad Submitted to Send Pandadoc Document to Schedule Pipedrive Activity
Pandadoc Document Status Change to Assign Pipedrive Person Owner to Add to Facebook Custom Audience
Pipedrive Deal Stage Match to Send Pandadoc Document to Remove From Facebook Custom Audience
Pandadoc Document Status Change to Add to Facebook Custom Audience to Update Pipedrive Deal
Pandadoc Document Status Change to Check Pipedrive Person Field to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Check Pandadoc Status to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Add Pipedrive Note to Send Pandadoc Document
Person Field Match to Send Pandadoc Document to Add to Facebook Custom Audience
Pandadoc Document Status Change to Update Pipedrive Deal to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Add Pipedrive Deal to Send Pandadoc Document
Pipedrive Deal Stage Match to Has Submitted Facebook Lead Ad to Send Pandadoc Document
Facebook Lead Ad Submitted to Send Pandadoc Document to Add Pipedrive Deal
Showing 20 journey ideas for Facebook, Pandadoc and Pipedrive
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Facebook integration, Pandadoc integration and the Pipedrive 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.
Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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 Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pipedrive Deal Field
Check if a Pipedrive deal 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.
Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.
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 Pipedrive.
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