Pandadoc + Drift Integration

Use Autopilot to automate and integrate Pandadoc and Drift.

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Marketing Automation ideas to integrate Pandadoc and Drift

New Drift Contact to Assign Pipedrive Person Owner to Send Pandadoc Document

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New Drift Contact to Check Pandadoc Status to Remove From List

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New Drift Contact to Send Pandadoc Document

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Drift Goal Reached to Check Pandadoc Status to Add Trello Card

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Drift Goal Reached to Send Pandadoc Document

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New Drift Contact to Send Pandadoc Document

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Drift Goal Reached to Send Pandadoc Document

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Drift Goal Reached to Add HubSpot CRM Deal to Send Pandadoc Document

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New Drift Contact to Add Trello Card

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Pandadoc Document Status Change to Remove From List

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Drift Goal Reached to Assign Pipedrive Person Owner to Send Pandadoc Document

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Drift Goal Reached to Check Pandadoc Status to Add HubSpot CRM Deal

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New Drift Contact to Add HubSpot CRM Deal

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Drift Goal Reached to Send Pandadoc Document to Remove From List

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Drift Goal Reached to Check Salesforce Field to Send Pandadoc Document

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Drift Goal Reached to Add Trello Card

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New Drift Contact to Send Pandadoc Document

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Drift Goal Reached to Send Delighted NPS Survey to Send Pandadoc Document

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New Drift Contact to Send Pandadoc Document

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Drift Goal Reached to Check Pandadoc Status to Assign Pipedrive Person Owner

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Showing 20 of 166 Marketing Automation ideas using Autopilot's Pandadoc and Drift integration.

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.

About Drift

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Pandadoc integration.

Triggers

Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
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.

Conditions

Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Actions

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 Pandadoc and Drift.