Twilio + LiveChat + Pandadoc integration
Use Autopilot to create journeys that use the Twilio, LiveChat and Pandadoc integrations.
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Marketing Automation ideas to integrate Twilio, LiveChat and Pandadoc.
LiveChat Tag to Check Pandadoc Status to Send Twilio SMS
LiveChat Tag to Send Pandadoc Document to Send Twilio SMS
LiveChat Tag to Send Twilio SMS to Send Pandadoc Document
Showing 3 journey ideas for Twilio, LiveChat and Pandadoc
About the Twilio integration
Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.
About the LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
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 Twilio integration, LiveChat integration and the Pandadoc integration.
Journey Triggers
Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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 Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
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 Twilio, LiveChat and Pandadoc.
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