Segment + Base CRM + Pandadoc integration

Use Autopilot to create journeys that use the Segment, Base CRM and Pandadoc integrations.

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Marketing Automation ideas to integrate Segment, Base CRM and Pandadoc.

Assign Base Task to Send Segment Event to Assign Base Contact Owner

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Pandadoc Document Status Change to Assign Base Contact Owner to Send Segment Event

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Add a Base Deal to Update Base Contact Field to Send Segment Event

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Pandadoc Document Status Change to Check Base Contact Field to Send Segment Event

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Assign Base Task to Send Segment Event to Send Pandadoc Document

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Add a Base Deal to Check Base Deal Stage to Send Segment Event

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Base Contact Field Change to Assign Base Contact Owner to Send Segment Event

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Segment Event to Send Pandadoc Document to Update Base Contact Field

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Pandadoc Document Status Change to Send Segment Event to Assign Base Contact Owner

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Base Contact Field Change to Check Pandadoc Status to Send Segment Event

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Segment Event to Send Segment Event to Update Base Contact Field

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Add a Base Deal to Check Pandadoc Status to Send Segment Event

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Segment Event to Send Pandadoc Document to Assign Base Contact Owner

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Assign Base Task to Update Base Contact Field to Send Segment Event

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Assign Base Task to Check Base Contact Field to Send Segment Event

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Add a Base Deal to Assign Base Contact Owner to Send Segment Event

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Assign Base Task to Send Pandadoc Document to Send Segment Event

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Base Contact Field Change to Send Segment Event to Send Pandadoc Document

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Segment Event to Check Base Contact Field to Send Segment Event

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Add a Base Deal to Send Pandadoc Document to Send Segment Event

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Showing 20 journey ideas for Segment, Base CRM and Pandadoc

About the Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

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 Segment integration, Base CRM integration and the Pandadoc integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Send Segment Event
Send a contextual Segment Event.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.
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 Segment, Base CRM and Pandadoc.