Typeform + Base CRM + Pandadoc integration
Use Autopilot to create journeys that use the Typeform, Base CRM and Pandadoc integrations.
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Marketing Automation ideas to integrate Typeform, Base CRM and Pandadoc.
Base Contact Field Change to Has Submitted Typeform to Update Base Contact Field
Add a Base Deal to Has Submitted Typeform to Update Base Contact Field
Typeform Submitted to Send Pandadoc Document to Assign Base Contact Owner
Assign Base Task to Has Submitted Typeform to Assign Base Contact Owner
Base Contact Field Change to Has Submitted Typeform to Assign Base Contact Owner
Pandadoc Document Status Change to Has Submitted Typeform to Assign Base Contact Owner
Typeform Submitted to Check Pandadoc Status to Assign Base Contact Owner
Add a Base Deal to Has Submitted Typeform to Assign Base Contact Owner
Typeform Submitted to Assign Base Contact Owner to Send Pandadoc Document
Typeform Submitted to Check Base Contact Field to Send Pandadoc Document
Typeform Submitted to Send Pandadoc Document to Update Base Contact Field
Assign Base Task to Has Submitted Typeform to Update Base Contact Field
Typeform Submitted to Has Submitted Typeform to Update Base Contact Field
Add a Base Deal to Has Submitted Typeform to Send Pandadoc Document
Typeform Submitted to Check Base Deal Stage to Send Pandadoc Document
Base Deal Stage Change to Has Submitted Typeform to Send Pandadoc Document
Base Deal Stage Change to Has Submitted Typeform to Assign Base Contact Owner
Pandadoc Document Status Change to Has Submitted Typeform to Update Base Contact Field
Base Deal Stage Change to Has Submitted Typeform to Update Base Contact Field
Typeform Submitted to Has Submitted Typeform to Assign Base Contact Owner
Showing 20 journey ideas for Typeform, Base CRM and Pandadoc
About the Typeform integration
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
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.
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 Typeform integration, Base CRM integration and the Pandadoc integration.
Journey Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Conditions
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
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.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Journey Actions
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.
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 Typeform, Base CRM and Pandadoc.
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