Salesforce + Trello + Pandadoc integration

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

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Marketing Automation ideas to integrate Salesforce, Trello and Pandadoc.

Pandadoc Document Status Change to Check Salesforce Field to Add Trello Card

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Salesforce Campaign Trigger to Add Trello Card to Update Salesforce Field

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Pandadoc Document Status Change to Check Salesforce Campaign Member Status to Add Trello Card

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Salesforce Campaign Trigger to Add Trello Card to Create Salesforce Opportunity

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Salesforce Field Changed to Add Trello Card to Create Salesforce Opportunity

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Pandadoc Document Status Change to Add Trello Card to Set Salesforce Campaign Member Status

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Pandadoc Document Status Change to Create Salesforce Opportunity to Add Trello Card

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Salesforce Field Changed to Add Salesforce Task to Add Trello Card

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Pandadoc Document Status Change to Set Salesforce Campaign Member Status to Add Trello Card

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Pandadoc Document Status Change to Update Salesforce Field to Add Trello Card

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Pandadoc Document Status Change to Add Trello Card to Create Salesforce Opportunity

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Pandadoc Document Status Change to Add Trello Card to Assign Salesforce Lead to Group

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Add Trello Card

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Salesforce Field Changed to Create Salesforce Opportunity to Add Trello Card

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Add Trello Card

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Salesforce Field Changed to Assign Salesforce Lead to Group to Add Trello Card

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Salesforce Field Changed to Add Trello Card to Update Salesforce Field

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Salesforce Campaign Trigger to Add Trello Card to Assign Salesforce Lead

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Salesforce Field Changed to Send Pandadoc Document to Add Trello Card

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Pandadoc Document Status Change to Assign Salesforce Lead to Add Trello Card

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Showing 20 journey ideas for Salesforce, Trello 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 Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

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, Trello 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.
Add Trello Card
Adds a Trello card to a board.
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, Trello and Pandadoc.