Lead Scoring + Drift + Pandadoc integration
Use Autopilot to create journeys that use the Lead Scoring, Drift and Pandadoc integrations.
Upcoming
Marketing Automation ideas to integrate Lead Scoring, Drift and Pandadoc.
Drift Goal Reached to Check Pandadoc Status to Change Score
New Drift Contact to Check Pandadoc Status to Change Score
New Drift Contact to Change Score to Send Pandadoc Document
Drift Goal Reached to Send Pandadoc Document to Change Score
New Drift Contact to Send Pandadoc Document to Change Score
Drift Goal Reached to Change Score to Send Pandadoc Document
Showing 6 journey ideas for Lead Scoring, Drift and Pandadoc
About the Lead Scoring integration
Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.
About the Drift integration
Combine the power of Drift and Autopilot to create a seamless and engaging experience for your leads and customers. Add new Drift contacts to Autopilot automatically, and trigger Autopilot journeys when someone reaches a goal in Drift. Converting Drift leads has never been this easy.
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 Lead Scoring integration, Drift integration and the Pandadoc integration.
Journey Triggers
New Drift Contact
Add any new Drift contact to a journey.
Drift Goal Reached
Add a contact to a journey when they reach a goal in Drift.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Conditions
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Journey Actions
Change Score
Increases or decrease a number field by a specific amount.
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 Lead Scoring, Drift and Pandadoc.
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