Pandadoc + Lead Scoring Integration

Use Autopilot to automate and integrate Pandadoc and Lead Scoring.

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Marketing Automation ideas to integrate Pandadoc and Lead Scoring

Pandadoc Document Status Change to Change Score to Remove From List

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Field Match to Change Score

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New Drift Contact to Change Score to Send Pandadoc Document

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Pandadoc Document Status Change to Change Score

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Pandadoc Document Status Change to Change Score

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Field Match to Change Score to Send Pandadoc Document

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Pandadoc Document Status Change to Update Salesforce Field

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Pandadoc Document Status Change to Change Score

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Facebook Lead Ad Submitted to Check Pandadoc Status to Change Score

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Drift Goal Reached to Send Pandadoc Document to Change Score

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Pandadoc Document Status Change to Change Score

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New Drift Contact to Check Pandadoc Status to Change Score

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Drift Goal Reached to Change Score to Send Pandadoc Document

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Pandadoc Document Status Change to Update Salesforce Field to Change Score

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Form Submitted to Change Score

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Pandadoc Document Status Change to Change Score

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Pandadoc Document Status Change to Change Score

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Field Match to Check Pandadoc Status to Change Score

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Form Submitted to Check Pandadoc Status to Change Score

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New Drift Contact to Check Pandadoc Status to Change Score

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Showing 20 of 206 Marketing Automation ideas using Autopilot's Pandadoc and Lead Scoring 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 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.

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.

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.
Change Score
Increases or decrease a number field by a specific amount.

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 Lead Scoring.