Pipedrive + Lob + Pandadoc integration
Use Autopilot to create journeys that use the Pipedrive, Lob and Pandadoc integrations.
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Marketing Automation ideas to integrate Pipedrive, Lob and Pandadoc.
Pipedrive Deal Status Match to Mail Lob Postcard to Update Pipedrive Person Field
Person Field Match to Mail Lob Postcard to Update Pipedrive Deal Stage
Pandadoc Document Status Change to Mail Lob Postcard to Schedule Pipedrive Activity
Pipedrive Deal Status Match to Mail Lob Postcard to Assign Pipedrive Person Owner
Pipedrive Deal Status Match to Check Pandadoc Status to Mail Lob Postcard
Person Field Match to Mail Lob Postcard to Add a Pipedrive Deal
Pandadoc Document Status Change to Check Pipedrive Person Field to Mail Lob Postcard
Pandadoc Document Status Change to Schedule Pipedrive Activity to Mail Lob Postcard
Person Field Match to Mail Lob Postcard to Send Pandadoc Document
Person Field Match to Mail Lob Postcard to Update Pipedrive Person Field
Person Field Match to Check Pandadoc Status to Mail Lob Postcard
Person Field Match to Assign Pipedrive Person Owner to Mail Lob Postcard
Pandadoc Document Status Change to Mail Lob Postcard to Update Pipedrive Deal Stage
Pipedrive Deal Stage Match to Mail Lob Postcard to Assign Pipedrive Person Owner
Person Field Match to Update Pipedrive Deal Stage to Mail Lob Postcard
Pipedrive Deal Status Match to Mail Lob Postcard to Update Pipedrive Deal Stage
Pipedrive Deal Status Match to Mail Lob Postcard to Schedule Pipedrive Activity
Person Field Match to Check Pipedrive Person Field to Mail Lob Postcard
Person Field Match to Update Pipedrive Person Field to Mail Lob Postcard
Pipedrive Deal Stage Match to Check Pipedrive Deal Stage to Mail Lob Postcard
Showing 20 journey ideas for Pipedrive, Lob and Pandadoc
About the Pipedrive integration
Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.
About the Lob integration
Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, Lob integration and the Pandadoc integration.
Journey Triggers
Person Field Match
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Stage Match
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
Pipedrive Deal Status Match
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Conditions
Check Pipedrive Person Field
Check the value in a field against a specific value with a true or false outcome.
Check Pipedrive Deal Stage
Check the deal stage with a true or false outcome.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Journey Actions
Update Pipedrive Deal Stage
Updates a deal stage to a certain stage. Updates latest deal against the person.
Schedule Pipedrive Activity
Schedule an activity to a person to complete.
Add a Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
Assign Pipedrive Person Owner
Assigns an owner to a person in Pipedrive.
Update Pipedrive Person Field
Updates a person field to a certain value or a value from another field.
Mail Lob Postcard
Send a contact a personalized, physical postcard.
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 Pipedrive, Lob and Pandadoc.
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