Twilio + Pandadoc + Lead Scoring integration

Use Autopilot to create journeys that use the Twilio, Pandadoc and Lead Scoring integrations.

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Marketing Automation ideas to integrate Twilio, Pandadoc and Lead Scoring.

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

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Pandadoc Document Status Change to Send Twilio SMS to Change Score

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Twilio SMS Received to Change Score to Send Pandadoc Document

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Twilio SMS Received to Send Twilio SMS to Send Pandadoc Document

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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 Pandadoc Status to Send Twilio SMS

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Twilio SMS Received to Check Pandadoc Status to Change Score

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Pandadoc Document Status Change to Change Score to Send Twilio SMS

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Twilio SMS Received 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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Twilio SMS Received to Send Pandadoc Document to Change Score

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Showing 11 journey ideas for Twilio, Pandadoc and Lead Scoring

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 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 Twilio integration, Pandadoc integration and the Lead Scoring 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.

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.
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 Twilio, Pandadoc and Lead Scoring.