Salesforce + Delighted + Pandadoc integration

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

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Marketing Automation ideas to integrate Salesforce, Delighted and Pandadoc.

Salesforce Field Changed to Send Delighted NPS Survey to Set Salesforce Campaign Member Status

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Delighted NPS Response to Send Delighted NPS Survey to Update Salesforce Field

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Delighted NPS Response to Send Pandadoc Document to Add Salesforce Task

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Salesforce Campaign Trigger to Add Salesforce Task to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Check Salesforce Field to Send Delighted NPS Survey

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Update Salesforce Field to Send Delighted NPS Survey

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Pandadoc Document Status Change to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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Delighted NPS Response to Assign Salesforce Lead to Group to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Check Delighted NPS Response to Add Salesforce Task

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Delighted NPS Response to Check Pandadoc Status to Add Salesforce Task

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Pandadoc Document Status Change to Send Delighted NPS Survey to Update Salesforce Field

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Salesforce Campaign Trigger to Send Delighted NPS Survey to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Delighted NPS Survey

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Pandadoc Document Status Change to Check Delighted NPS Response to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Check Delighted NPS Response to Create Salesforce Opportunity

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Delighted NPS Response to Send Pandadoc Document to Assign Salesforce Lead

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Salesforce Field Changed to Assign Salesforce Lead to Group to Send Delighted NPS Survey

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Pandadoc Document Status Change to Check Delighted NPS Response to Add Salesforce Task

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Salesforce Field Changed to Check Delighted NPS Response to Add Salesforce Task

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Showing 20 journey ideas for Salesforce, Delighted and Pandadoc

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 Delighted integration

With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.

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 Salesforce integration, Delighted integration and the Pandadoc integration.

Journey Triggers

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).
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
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 Delighted NPS Response
Check the previous NPS response of the contact in the journey.
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 Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
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 Salesforce, Delighted and Pandadoc.