Typeform + Help Scout + Pandadoc integration

Use Autopilot to create journeys that use the Typeform, Help Scout and Pandadoc integrations.

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Marketing Automation ideas to integrate Typeform, Help Scout and Pandadoc.

Help Scout Tag to Has Submitted Typeform to Send Pandadoc Document

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Help Scout Satisfaction Rating to Has Submitted Typeform to Send Pandadoc Document

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Help Scout Create Conversation to Has Submitted Typeform to Send Pandadoc Document

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Showing 3 journey ideas for Typeform, Help Scout 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 Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

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, Help Scout integration and the Pandadoc integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.
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 Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

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, Help Scout and Pandadoc.