Salesforce + Facebook + Pandadoc integration

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

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Marketing Automation ideas to integrate Salesforce, Facebook and Pandadoc.

Salesforce Field Changed to Remove From Facebook Custom Audience to Add Salesforce Task

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Send Pandadoc Document to Set Salesforce Campaign Member Status

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Pandadoc Document Status Change to Has Submitted Facebook Lead Ad to Add Salesforce Task

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Salesforce Field Changed to Assign Salesforce Lead to Group to Add to Facebook Custom Audience

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Salesforce Field Changed to Add to Facebook Custom Audience to Send Pandadoc Document

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Pandadoc Document Status Change to Check Salesforce Field to Add to Facebook Custom Audience

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Salesforce Campaign Trigger to Remove From Facebook Custom Audience to Assign Salesforce Lead to Group

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Pandadoc Document Status Change to Remove From Facebook Custom Audience to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Remove From Facebook Custom Audience to Set Salesforce Campaign Member Status

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Pandadoc Document Status Change to Create Salesforce Opportunity to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Assign Salesforce Lead to Add to Facebook Custom Audience

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Salesforce Field Changed to Assign Salesforce Lead to Add to Facebook Custom Audience

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Salesforce Campaign Trigger to Add to Facebook Custom Audience to Update Salesforce Field

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Facebook Lead Ad Submitted to Check Pandadoc Status to Create Salesforce Opportunity

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Pandadoc Document Status Change to Add to Facebook Custom Audience to Add Salesforce Task

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Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Assign Salesforce Lead to Group

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Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group

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Facebook Lead Ad Submitted to Assign Salesforce Lead to Group to Send Pandadoc Document

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Salesforce Campaign Trigger to Send Pandadoc Document to Add to Facebook Custom Audience

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Showing 20 journey ideas for Salesforce, Facebook 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 Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, 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 Salesforce integration, Facebook 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).
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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.
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
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.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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, Facebook and Pandadoc.