Segment + Pandadoc + Drift integration

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

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Marketing Automation ideas to integrate Segment, Pandadoc and Drift.

Segment Event to Check Pandadoc Status to Send Segment Event

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Pandadoc Document Status Change to Check Pandadoc Status to Send Segment Event

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New Drift Contact to Send Segment Event to Send Pandadoc Document

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Pandadoc Document Status Change to Send Segment Event to Send Pandadoc Document

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Segment Event to Send Segment Event to Send Pandadoc Document

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New Drift Contact to Send Pandadoc Document to Send Segment Event

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Drift Goal Reached to Check Pandadoc Status to Send Segment Event

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Segment Event to Send Pandadoc Document to Send Segment Event

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Drift Goal Reached to Send Segment Event to Send Pandadoc Document

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Pandadoc Document Status Change to Send Pandadoc Document to Send Segment Event

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Drift Goal Reached to Send Pandadoc Document to Send Segment Event

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New Drift Contact to Check Pandadoc Status to Send Segment Event

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Showing 12 journey ideas for Segment, Pandadoc and Drift

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 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.

About the Drift integration

Combine the power of Drift and Autopilot to create a seamless and engaging experience for your leads and customers. Add new Drift contacts to Autopilot automatically, and trigger Autopilot journeys when someone reaches a goal in Drift. Converting Drift leads has never been this easy.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Pandadoc integration and the Drift integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
New Drift Contact
Add any new Drift contact to a journey.
Drift Goal Reached
Add a contact to a journey when they reach a goal in Drift.

Conditions

Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Send Segment Event
Send a contextual Segment Event.
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, Pandadoc and Drift.