Twilio + Pandadoc + Base CRM integration

Use Autopilot to create journeys that use the Twilio, Pandadoc and Base CRM integrations.

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Marketing Automation ideas to integrate Twilio, Pandadoc and Base CRM.

Assign Base Task to Send Twilio SMS to Send Pandadoc Document

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Twilio SMS Received to Send Pandadoc Document to Assign Base Contact Owner

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Add a Base Deal to Send Twilio SMS to Send Pandadoc Document

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Pandadoc Document Status Change to Send Pandadoc Document to Send Twilio SMS

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Assign Base Task to Check Pandadoc Status to Send Twilio SMS

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Pandadoc Document Status Change to Send Twilio SMS to Send Pandadoc Document

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Pandadoc Document Status Change to Check Base Deal Stage to Send Twilio SMS

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Pandadoc Document Status Change to Update Base Contact Field to Send Twilio SMS

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Base Deal Stage Change to Send Pandadoc Document to Send Twilio SMS

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Twilio SMS Received to Check Base Contact Field to Send Pandadoc Document

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Base Contact Field Change to Check Pandadoc Status to Send Twilio SMS

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Pandadoc Document Status Change to Send Twilio SMS to Assign Base Contact Owner

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Twilio SMS Received to Check Base Deal Stage to Send Pandadoc Document

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Assign Base Task to Send Pandadoc Document to Send Twilio SMS

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Pandadoc Document Status Change to Check Pandadoc Status to Send Twilio SMS

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Base Contact Field Change to Send Twilio SMS to Send Pandadoc Document

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Twilio SMS Received to Assign Base Contact Owner to Send Pandadoc Document

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Base Contact Field Change to Send Pandadoc Document to Send Twilio SMS

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Base Deal Stage Change to Check Pandadoc Status to Send Twilio SMS

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Twilio SMS Received to Send Pandadoc Document to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Pandadoc and Base CRM

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 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 Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Pandadoc integration and the Base CRM 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.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

Conditions

Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.

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.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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, Pandadoc and Base CRM.