Salesforce + Pandadoc Integration

Use Autopilot to automate and integrate Salesforce and Pandadoc.

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Marketing Automation ideas to integrate Salesforce and Pandadoc

Typeform Submitted to Check Pandadoc Status to Set Salesforce Campaign Member Status

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Pandadoc Document Status Change to Check Pandadoc Status to Set Salesforce Campaign Member Status

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API Trigger to Add Salesforce Task

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Twilio SMS Received to Add Salesforce Task to Send Pandadoc Document

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Pandadoc Document Status Change to Add Salesforce Task

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Salesforce Campaign Trigger to Send Pandadoc Document

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Salesforce Field Changed to Update Salesforce Field to Send Pandadoc Document

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Pandadoc Document Status Change to Send Delighted NPS Survey

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API Trigger to Create Salesforce Opportunity to Send Pandadoc Document

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Pandadoc Document Status Change to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Update Salesforce Field to Send Pandadoc Document

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Typeform Submitted to Assign Salesforce Lead to Group

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API Trigger to Add Salesforce Task

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Twilio SMS Received to Assign Salesforce Lead

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Twilio SMS Received to Send Pandadoc Document to Create Salesforce Opportunity

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Salesforce Field Changed to Send Pandadoc Document to Add Salesforce Task

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Pandadoc Document

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Pandadoc Document Status Change to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Update Field

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Salesforce Campaign Trigger to Send Delighted NPS Survey

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Showing 20 of 984 Marketing Automation ideas using Autopilot's Salesforce and Pandadoc integration.

About Salesforce

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 Pandadoc

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 Salesforce integration.

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's value 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.

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 Salesforce and Pandadoc.