Facebook + Pandadoc + Smart Segments integration

Use Autopilot to create journeys that use the Facebook, Pandadoc and Smart Segments integrations.

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Marketing Automation ideas to integrate Facebook, Pandadoc and Smart Segments.

Smart Segment Trigger to Has Submitted Facebook Lead Ad to Send Pandadoc Document

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Facebook Lead Ad Submitted to Remove From 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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Smart Segment Trigger to Send Pandadoc Document to Add to Facebook Custom Audience

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Smart Segment Trigger to Add to Facebook Custom Audience to Send Pandadoc Document

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

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Smart Segment Trigger to Check Pandadoc Status to Remove From Facebook Custom Audience

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Smart Segment Trigger to Send Pandadoc Document to Remove From Facebook Custom Audience

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

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Smart Segment Trigger 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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Facebook Lead Ad Submitted to Send Pandadoc Document to Add to Facebook Custom Audience

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

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

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Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad 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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Smart Segment Trigger to Remove From Facebook Custom Audience 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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Facebook Lead Ad Submitted to Send Pandadoc Document to Remove From Facebook Custom Audience

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

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Showing 20 journey ideas for Facebook, Pandadoc and Smart Segments

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 Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Pandadoc integration and the Smart Segments 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.
Smart Segment Trigger
Add contacts on a smart segment to a journey.

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.

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 Smart Segments.