Twilio + Pandadoc + Salesforce integration

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

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Marketing Automation ideas to integrate Twilio, Pandadoc and Salesforce.

Twilio SMS Received to Check Pandadoc Status to Send Twilio SMS

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Pandadoc Document Status Change to Add Salesforce Task to Send Twilio SMS

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Twilio SMS Received to Send Pandadoc Document to Add Salesforce Task

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Pandadoc Document Status Change to Send Twilio SMS to Assign Salesforce Lead to Group

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Pandadoc Document Status Change to Send Twilio SMS to Add Salesforce Task

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Twilio SMS Received to Add Salesforce Task to Send Pandadoc Document

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Twilio SMS Received to Send Pandadoc Document to Update Salesforce Field

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Twilio SMS Received to Check Salesforce Field to Send Pandadoc Document

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Twilio SMS Received to Assign Salesforce Lead to Group to Send Pandadoc Document

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

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Twilio SMS Received to Check Pandadoc Status to Assign Salesforce Lead to Group

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

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Twilio SMS Received to Set Salesforce Campaign Member Status to Send Pandadoc Document

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Salesforce Campaign Trigger to Check Pandadoc Status to Send Twilio SMS

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Twilio SMS Received to Check Pandadoc Status to Create Salesforce Opportunity

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Pandadoc Document Status Change to Send Twilio SMS to Create Salesforce Opportunity

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Twilio SMS Received to Send Pandadoc Document to Create Salesforce Opportunity

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Twilio SMS Received to Send Pandadoc Document to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Send Twilio SMS to Send Pandadoc Document

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Salesforce Campaign Trigger to Send Pandadoc Document to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Pandadoc and Salesforce

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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Pandadoc integration and the Salesforce 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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

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.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.

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 Salesforce.