Slack + Pandadoc + Lead Scoring integration
Use Autopilot to create journeys that use the Slack, Pandadoc and Lead Scoring integrations.
Upcoming
Marketing Automation ideas to integrate Slack, Pandadoc and Lead Scoring.
Pandadoc Document Status Change to Send Pandadoc Document to Send Slack Message
Pandadoc Document Status Change to Send Slack Message to Change Score
Pandadoc Document Status Change to Change Score to Send Slack Message
Pandadoc Document Status Change to Check Pandadoc Status to Send Slack Message
Pandadoc Document Status Change to Send Slack Message to Send Pandadoc Document
Showing 5 journey ideas for Slack, Pandadoc and Lead Scoring
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 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 Lead Scoring integration
Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Slack integration, Pandadoc integration and the Lead Scoring integration.
Journey Triggers
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Conditions
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.
Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.
Change Score
Increases or decrease a number field by a specific amount.
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, Pandadoc and Lead Scoring.
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