Lead Scoring + Pandadoc Integration

Use Autopilot to automate and integrate Lead Scoring and Pandadoc.

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Marketing Automation ideas to integrate Lead Scoring and Pandadoc

Pandadoc Document Status Change to Change Score to Update Pipedrive Deal Field

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Removed From List to Change Score

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Typeform Submitted to Send Pandadoc Document to Change Score

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Removed From List to Change Score to Send Pandadoc Document

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Pipedrive Deal Status Match to Change Score

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Intercom Tag to Send Pandadoc Document

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Pandadoc Document Status Change to Change Score to Create Salesforce Opportunity

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Pandadoc Document Status Change to Has Visited Page to Change Score

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Pipedrive Deal Status Match to Send Pandadoc Document

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Pandadoc Document Status Change to Change Score

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Removed From List to Check Pandadoc Status to Change Score

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Pandadoc Document Status Change to Change Score

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Page Visited to Change Score

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Salesforce Campaign Trigger to Change Score

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Unsubscribed from Mailchimp Audience to Send Pandadoc Document to Change Score

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Typeform Submitted to Change Score to Send Pandadoc Document

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Pandadoc Document Status Change to Check Pipedrive Person Field to Change Score

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Pandadoc Document Status Change to Change Score

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Pipedrive Deal Status Match to Change Score to Send Pandadoc Document

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Removed From List to Send Pandadoc Document

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Showing 20 of 106 Marketing Automation ideas using Autopilot's Lead Scoring and Pandadoc integration.

About Lead Scoring

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 Pandadoc

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 Lead Scoring integration.

Triggers

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.

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 and Pandadoc.