Pandadoc + Kissmetrics + Intercom integration

Use Autopilot to create journeys that use the Pandadoc, Kissmetrics and Intercom integrations.

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Marketing Automation ideas to integrate Pandadoc, Kissmetrics and Intercom.

Pandadoc Document Status Change to Check Pandadoc Status to Send Kissmetrics Event

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Add Intercom Tag to Send Kissmetrics Event to Send Pandadoc Document

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New Intercom Lead to Check Pandadoc Status to Send Kissmetrics Event

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Intercom Tag to Send Kissmetrics Event to Send Pandadoc Document

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New Intercom User to Send Kissmetrics Event to Send Pandadoc Document

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Intercom Tag to Send Pandadoc Document to Send Kissmetrics Event

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Pandadoc Document Status Change to Send Pandadoc Document to Send Kissmetrics Event

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Intercom Tag to Check Pandadoc Status to Send Kissmetrics Event

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New Intercom User to Check Pandadoc Status to Send Kissmetrics Event

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Pandadoc Document Status Change to Send Kissmetrics Event to Send Pandadoc Document

Try this free

Add Intercom Tag to Send Pandadoc Document to Send Kissmetrics Event

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Add Intercom Tag to Check Pandadoc Status to Send Kissmetrics Event

Try this free

New Intercom Lead to Send Pandadoc Document to Send Kissmetrics Event

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New Intercom Lead to Send Kissmetrics Event to Send Pandadoc Document

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New Intercom User to Send Pandadoc Document to Send Kissmetrics Event

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Showing 15 journey ideas for Pandadoc, Kissmetrics and Intercom

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 Kissmetrics integration

Kissmetrics is a person-based analytics package that makes it insanely easy to track events and funnels online helping you focus on the important bits of your online business.

About the Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pandadoc integration, Kissmetrics integration and the Intercom integration.

Journey Triggers

Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.

Conditions

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

Journey Actions

Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.
Send Kissmetrics Event
Send a Kissmetrics event based on the outcome of 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, Kissmetrics and Intercom.