Pandadoc + Salesforce Integration

Use Autopilot to automate and integrate Pandadoc and Salesforce.

Upcoming

Marketing Automation ideas to integrate Pandadoc and Salesforce

Salesforce Field Changed to Send Pandadoc Document

Try this free

Salesforce Campaign Trigger to Send Pandadoc Document to Set Salesforce Campaign Member Status

Try this free

Delighted NPS Response to Send Pandadoc Document

Try this free

Pandadoc Document Status Change to Set Salesforce Campaign Member Status

Try this free

Pandadoc Document Status Change to Add Salesforce Task

Try this free

New Intercom User to Send Pandadoc Document to Assign Salesforce Lead to Group

Try this free

Pandadoc Document Status Change to Add Salesforce Task

Try this free

Salesforce Campaign Trigger to Send Pandadoc Document

Try this free

Instapage Form Submitted to Check Pandadoc Status to Assign Salesforce Lead

Try this free

New Intercom User to Send Pandadoc Document

Try this free

Pandadoc Document Status Change to Create Salesforce Opportunity to Schedule Pipedrive Activity

Try this free

New Intercom User to Send Pandadoc Document to Assign Salesforce Lead

Try this free

Delighted NPS Response to Send Pandadoc Document to Add Salesforce Task

Try this free

Segment Event to Check Salesforce Campaign Member Status to Send Pandadoc Document

Try this free

New Intercom Lead to Assign Salesforce Lead to Group to Send Pandadoc Document

Try this free

Pandadoc Document Status Change to Check Salesforce Field to Send Pandadoc Document

Try this free

Salesforce Campaign Trigger to Send Pandadoc Document

Try this free

Segment Event to Add Salesforce Task to Send Pandadoc Document

Try this free

Pandadoc Document Status Change to Assign Salesforce Lead

Try this free

Pandadoc Document Status Change to Add Salesforce Task

Try this free

Showing 20 of 1159 Marketing Automation ideas using Autopilot's Pandadoc and Salesforce 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 Salesforce

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status 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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

Conditions

Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Actions

Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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 and Salesforce.