Twilio + SurveyMonkey + Pandadoc integration

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

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Marketing Automation ideas to integrate Twilio, SurveyMonkey and Pandadoc.

Twilio SMS Received to Send SurveyMonkey Survey to Send Twilio SMS

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

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SurveyMonkey Survey Response to Send SurveyMonkey Survey to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Send SurveyMonkey Survey

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Twilio SMS Received to Send SurveyMonkey Survey to Send Pandadoc Document

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Twilio SMS Received to Send Pandadoc Document to Send SurveyMonkey Survey

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Twilio SMS Received to Check Pandadoc Status to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Send Pandadoc Document to Send Twilio SMS

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SurveyMonkey Survey Response to Check Pandadoc Status to Send Twilio SMS

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SurveyMonkey Survey Response to Send Twilio SMS to Send SurveyMonkey Survey

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

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SurveyMonkey Survey Response to Send Twilio SMS to Send Pandadoc Document

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Showing 12 journey ideas for Twilio, SurveyMonkey 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 SurveyMonkey integration

SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.

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, SurveyMonkey 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.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
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 SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the 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 Twilio, SurveyMonkey and Pandadoc.