Segment + Forms + Pandadoc integration
Use Autopilot to create journeys that use the Segment, Forms and Pandadoc integrations.
Marketing Automation ideas to integrate Segment, Forms and Pandadoc.
Showing 7 journey ideas for Segment, Forms 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 Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
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, Forms integration and the Pandadoc integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
Form Submitted
Add a contact to a journey when they submit a form.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Conditions
Has Submitted Form
Check if a contact has previously submitted a specific form.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Journey Actions