Slack + Close.io + Pandadoc integration
Use Autopilot to create journeys that use the Slack, Close.io and Pandadoc integrations.
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Marketing Automation ideas to integrate Slack, Close.io and Pandadoc.
New Close.io Event to Check Pandadoc Status to Send Slack Message
Close.io Opportunity Status Change to Create Close.io Opportunity to Send Slack Message
Close.io Field Change to Check Close.io Opportunity Status to Send Slack Message
New Close.io Event to Check Close.io Opportunity Status to Send Slack Message
Close.io Opportunity Status Change to Send Slack Message to Send Pandadoc Document
Close.io Opportunity Status Change to Assign Close.io Lead to Send Slack Message
New Close.io Event to Create Close.io Opportunity to Send Slack Message
Close.io Field Change to Create Close.io Opportunity to Send Slack Message
New Close.io Event to Send Slack Message to Update Close.io Opportunity Stage
Pandadoc Document Status Change to Update Close.io Opportunity Stage to Send Slack Message
Close.io Opportunity Status Change to Check Pandadoc Status to Send Slack Message
Pandadoc Document Status Change to Send Slack Message to Create Close.io Opportunity
Close.io Field Change to Update Close.io Field to Send Slack Message
Close.io Field Change to Send Slack Message to Update Close.io Opportunity Stage
Close.io Opportunity Status Change to Update Close.io Field to Send Slack Message
Pandadoc Document Status Change to Send Slack Message to Assign Close.io Task
New Close.io Event to Send Slack Message to Create Close.io Opportunity
Close.io Field Change to Send Slack Message to Assign Close.io Task
New Close.io Event to Assign Close.io Lead to Send Slack Message
New Close.io Event to Send Slack Message to Assign Close.io Task
Showing 20 journey ideas for Slack, Close.io and Pandadoc
About the Slack integration
Follow up on hot leads or key activities fast and build team alignment by automating Slack messages into your marketing journeys.
About the Close.io integration
Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.
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 Slack integration, Close.io integration and the Pandadoc integration.
Journey Triggers
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Conditions
Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io 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 Slack Message
Send a contextual Slack message to a Slack channel.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.
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 Slack, Close.io and Pandadoc.
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