Segment + Pipedrive + Pandadoc integration
Use Autopilot to create journeys that use the Segment, Pipedrive and Pandadoc integrations.
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Marketing Automation ideas to integrate Segment, Pipedrive and Pandadoc.
Pipedrive Deal Stage Match to Assign Pipedrive Person Owner to Send Segment Event
Person Field Match to Add Pipedrive Deal to Send Segment Event
Pandadoc Document Status Change to Send Segment Event to Update Pipedrive Person Field
Person Field Match to Update Pipedrive Person Field to Send Segment Event
Pandadoc Document Status Change to Add Pipedrive Deal to Send Segment Event
Segment Event to Update Pipedrive Deal to Send Segment Event
Segment Event to Check Pandadoc Status to Assign Pipedrive Person Owner
Person Field Match to Update Pipedrive Deal Field to Send Segment Event
Pipedrive Deal Stage Match to Send Pandadoc Document to Send Segment Event
Pipedrive Deal Stage Match to Check Pipedrive Person Field to Send Segment Event
Segment Event to Send Segment Event to Add Pipedrive Note
Pipedrive Deal Stage Match to Send Segment Event to Assign Pipedrive Person Owner
Pipedrive Deal Status Match to Send Segment Event to Send Pandadoc Document
Person Field Match to Add Pipedrive Note to Send Segment Event
Person Field Match to Send Segment Event to Update Pipedrive Deal Field
Segment Event to Send Pandadoc Document to Add Pipedrive Note
Segment Event to Send Segment Event to Assign Pipedrive Person Owner
Pipedrive Deal Stage Match to Check Pandadoc Status to Send Segment Event
Person Field Match to Check Pipedrive Person Field to Send Segment Event
Segment Event to Send Segment Event to Update Pipedrive Deal Field
Showing 20 journey ideas for Segment, Pipedrive 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 Pipedrive integration
Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.
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, Pipedrive integration and the Pandadoc integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Conditions
Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Journey Actions
Send Segment Event
Send a contextual Segment Event.
Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal 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 Segment, Pipedrive and Pandadoc.
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