Recurly + Salesforce + Pandadoc integration

Use Autopilot to create journeys that use the Recurly, Salesforce and Pandadoc integrations.

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Marketing Automation ideas to integrate Recurly, Salesforce and Pandadoc.

Recurly Subscription to Send Pandadoc Document to Assign Salesforce Lead

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Recurly Subscription to Check Salesforce Campaign Member Status to Send Pandadoc Document

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Recurly Subscription to Set Salesforce Campaign Member Status to Send Pandadoc Document

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Recurly Subscription to Create Salesforce Opportunity to Send Pandadoc Document

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Recurly Subscription to Send Pandadoc Document to Add Salesforce Task

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Recurly Subscription to Assign Salesforce Lead to Group to Send Pandadoc Document

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Recurly Subscription to Check Pandadoc Status to Assign Salesforce Lead

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Recurly Subscription to Send Pandadoc Document to Set Salesforce Campaign Member Status

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Recurly Subscription to Add Salesforce Task to Send Pandadoc Document

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Recurly Subscription to Check Pandadoc Status to Update Salesforce Field

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Recurly Subscription to Assign Salesforce Lead to Send Pandadoc Document

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Recurly Subscription to Send Pandadoc Document to Update Salesforce Field

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Recurly Subscription to Update Salesforce Field to Send Pandadoc Document

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Recurly Subscription to Check Salesforce Field to Send Pandadoc Document

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Recurly Subscription to Send Pandadoc Document to Assign Salesforce Lead to Group

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Recurly Subscription to Check Pandadoc Status to Add Salesforce Task

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Recurly Subscription to Check Pandadoc Status to Create Salesforce Opportunity

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Recurly Subscription to Check Pandadoc Status to Assign Salesforce Lead to Group

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Recurly Subscription to Check Pandadoc Status to Set Salesforce Campaign Member Status

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Recurly Subscription to Send Pandadoc Document to Create Salesforce Opportunity

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Showing 20 journey ideas for Recurly, Salesforce and Pandadoc

About the Recurly integration

From start-ups to global enterprises, today's fastest-growing businesses are harnessing the power of the subscription model to deliver predictable revenue, reveal critical customer insights, and automate revenue-optimizing decisions. These businesses demand a sophisticated, secure subscription management platform with the flexibility to support constantly evolving billing models with consistently superior customer experiences. Recurly meets that challenge with an enterprise-class subscription management platform that cuts through the complexity of subscription management to optimize and automate revenue growth.

About the Salesforce integration

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.

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 Recurly integration, Salesforce integration and the Pandadoc integration.

Journey Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
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).
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

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

Journey Actions

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.
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 Recurly, Salesforce and Pandadoc.