Salesforce + Google Sheets + Pandadoc integration

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

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Marketing Automation ideas to integrate Salesforce, Google Sheets and Pandadoc.

Salesforce Field Changed to New Google Sheet Spreadsheet Row to Assign Salesforce Lead

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to New Google Sheet Spreadsheet Row

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Pandadoc Document Status Change to New Google Sheet Spreadsheet Row to Update Salesforce Field

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Salesforce Field Changed to Send Pandadoc Document to New Google Sheet Spreadsheet Row

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Salesforce Campaign Trigger to Add Salesforce Task to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to Create Salesforce Opportunity to New Google Sheet Spreadsheet Row

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Pandadoc Document Status Change to New Google Sheet Spreadsheet Row to Add Salesforce Task

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Salesforce Field Changed to Update Salesforce Field to New Google Sheet Spreadsheet Row

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Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row to Send Pandadoc Document

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Pandadoc Document Status Change to Check Salesforce Field to New Google Sheet Spreadsheet Row

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Pandadoc Document Status Change to Add Salesforce Task to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to New Google Sheet Spreadsheet Row to Send Pandadoc Document

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Salesforce Field Changed to Check Salesforce Field to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to Check Pandadoc Status to New Google Sheet Spreadsheet Row

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Salesforce Campaign Trigger to Create Salesforce Opportunity to New Google Sheet Spreadsheet Row

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Pandadoc Document Status Change to Check Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to New Google Sheet Spreadsheet Row to Assign Salesforce Lead to Group

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Pandadoc Document Status Change to Set Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to New Google Sheet Spreadsheet Row to Create Salesforce Opportunity

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Salesforce Field Changed to New Google Sheet Spreadsheet Row to Update Salesforce Field

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Showing 20 journey ideas for Salesforce, Google Sheets 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 Google Sheets integration

Send a new row to your Google Sheet to analyze data from a journey and create visualizations.

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, Google Sheets 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).
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.
New Google Sheet Spreadsheet Row
Creates a new row in a Google Sheet.
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, Google Sheets and Pandadoc.