Smart Segments + GoToWebinar + Pandadoc integration
Use Autopilot to create journeys that use the Smart Segments, GoToWebinar and Pandadoc integrations.
Upcoming
Upcoming
Marketing Automation ideas to integrate Smart Segments, GoToWebinar and Pandadoc.
Smart Segment Trigger to Send Pandadoc Document to Create GoToWebinar Registrant
Smart Segment Trigger to Check Pandadoc Status to Create GoToWebinar Registrant
Smart Segment Trigger to Create GoToWebinar Registrant to Send Pandadoc Document
Showing 3 journey ideas for Smart Segments, GoToWebinar and Pandadoc
About the Smart Segments integration
Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.
About the GoToWebinar integration
GoToWebinar makes it easy to reach your audience and deliver webinars that drive results. Pick a compelling topic, invite guest speakers and include polls and surveys for truly interactive presentations. With built-in reports, analytics and full-service registration, GoToWebinar reveals your most engaged attendees, so your sales team can turn qualified leads into customers.
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 Smart Segments integration, GoToWebinar integration and the Pandadoc integration.
Journey Triggers
Smart Segment Trigger
Add contacts on a smart segment to a journey.
New GoToWebinar Attendee
Triggers when a contact turn into attendees to a webinar.
New GoToWebinar Webinar
Triggers when you add a new upcoming webinar.
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
Create GoToWebinar Registrant
Creates a new registrant for your GoToWebinar webinar when a contact enters your 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 Smart Segments, GoToWebinar and Pandadoc.
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