GoToWebinar + Custom Fields + Pandadoc integration

Use Autopilot to create journeys that use the GoToWebinar, Custom Fields and Pandadoc integrations.

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Marketing Automation ideas to integrate GoToWebinar, Custom Fields and Pandadoc.

New GoToWebinar Webinar to Send Pandadoc Document to Update Field

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Pandadoc Document Status Change to Update Field to Create GoToWebinar Registrant

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Field Match to Create GoToWebinar Registrant to Send Pandadoc Document

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Field Match to Create GoToWebinar Registrant to Update Field

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New GoToWebinar Webinar to Update Field to Send Pandadoc Document

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New GoToWebinar Attendee to Update Field to Create GoToWebinar Registrant

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New GoToWebinar Attendee to Check Field to Send Pandadoc Document

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Field Match to Send Pandadoc Document to Create GoToWebinar Registrant

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Pandadoc Document Status Change to Check Field to Create GoToWebinar Registrant

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New GoToWebinar Attendee to Send Pandadoc Document to Update Field

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Field Match to Check Pandadoc Status to Create GoToWebinar Registrant

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New GoToWebinar Attendee to Create GoToWebinar Registrant to Update Field

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Field Match to Check Field to Create GoToWebinar Registrant

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New GoToWebinar Webinar to Create GoToWebinar Registrant to Update Field

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New GoToWebinar Webinar to Update Field to Create GoToWebinar Registrant

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New GoToWebinar Attendee to Check Pandadoc Status to Update Field

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Pandadoc Document Status Change to Create GoToWebinar Registrant to Update Field

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New GoToWebinar Webinar to Check Pandadoc Status to Update Field

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New GoToWebinar Attendee to Check Field to Create GoToWebinar Registrant

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New GoToWebinar Webinar to Check Field to Create GoToWebinar Registrant

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Showing 20 journey ideas for GoToWebinar, Custom Fields and Pandadoc

About the GoToWebinar integration

GoToWebinar makes it easy to reach your audience and deliver webinars that drive results. Pick a compelling topic, invite guest speakers and include polls and surveys for truly interactive presentations. With built-in reports, analytics and full-service registration, GoToWebinar reveals your most engaged attendees, so your sales team can turn qualified leads into customers.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the GoToWebinar integration, Custom Fields integration and the Pandadoc integration.

Journey Triggers

New GoToWebinar Attendee
Triggers when a contact turn into attendees to a webinar.
New GoToWebinar Webinar
Triggers when you add a new upcoming webinar.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Create GoToWebinar Registrant
Creates a new registrant for your GoToWebinar webinar when a contact enters your journey.
Update Field
Update a field to a specific value.
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 GoToWebinar, Custom Fields and Pandadoc.