Segment + Zendesk + Pandadoc integration

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

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Marketing Automation ideas to integrate Segment, Zendesk and Pandadoc.

Submits New Zendesk Ticket to Submit New Zendesk Ticket to Send Segment Event

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Submits New Zendesk Ticket to Check Pandadoc Status to Send Segment Event

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Pandadoc Document Status Change to Send Segment Event to Submit New Zendesk Ticket

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Segment Event to Send Pandadoc Document to Submit New Zendesk Ticket

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Segment Event to Zendesk Ticket Status to Send Segment Event

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Pandadoc Document Status Change to Submit New Zendesk Ticket to Send Segment Event

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Submits New Zendesk Ticket to Zendesk Ticket Status to Send Segment Event

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Segment Event to Submit New Zendesk Ticket to Send Segment Event

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Segment Event to Send Segment Event to Submit New Zendesk Ticket

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Segment Event to Check Pandadoc Status to Submit New Zendesk Ticket

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

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Segment Event to Submit New Zendesk Ticket to Send Pandadoc Document

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Submits New Zendesk Ticket to Send Segment Event to Send Pandadoc Document

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Segment Event to Zendesk Ticket Status to Send Pandadoc Document

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Submits New Zendesk Ticket to Send Pandadoc Document to Send Segment Event

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Submits New Zendesk Ticket to Send Segment Event to Submit New Zendesk Ticket

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Showing 16 journey ideas for Segment, Zendesk 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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

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, Zendesk integration and the Pandadoc integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Send Segment Event
Send a contextual Segment Event.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
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, Zendesk and Pandadoc.