Segment + Pipedrive + Pandadoc integration
Use Autopilot to create journeys that use the Segment, Pipedrive and Pandadoc integrations.
Marketing Automation ideas to integrate Segment, Pipedrive and Pandadoc.
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