Pandadoc + Lead Scoring + Custom Fields integration

Use Autopilot to create journeys that use the Pandadoc, Lead Scoring and Custom Fields integrations.

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Marketing Automation ideas to integrate Pandadoc, Lead Scoring and Custom Fields.

Field Match to Check Pandadoc Status to Change Score

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Pandadoc Document Status Change to Check Pandadoc Status to Change Score

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Pandadoc Document Status Change to Send Pandadoc Document to Change Score

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Pandadoc Document Status Change to Change Score to Send Pandadoc Document

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Field Match to Change Score to Send Pandadoc Document

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Pandadoc Document Status Change to Update Field to Change Score

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Pandadoc Document Status Change to Change Score to Update Field

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Field Match to Send Pandadoc Document to Change Score

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Pandadoc Document Status Change to Check Field to Change Score

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Showing 9 journey ideas for Pandadoc, Lead Scoring and Custom Fields

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 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 Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pandadoc integration, Lead Scoring integration and the Custom Fields integration.

Journey Triggers

Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey 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.
Update Field
Update a field to a specific value.

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, Lead Scoring and Custom Fields.