Typeform + Lead Scoring + Pandadoc integration

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

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

Typeform Submitted to Change Score to Send Pandadoc Document

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Typeform Submitted to Check Pandadoc Status to Change Score

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Typeform Submitted to Has Submitted Typeform to Change Score

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Pandadoc Document Status Change to Has Submitted Typeform to Change Score

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Typeform Submitted to Send Pandadoc Document to Change Score

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Showing 5 journey ideas for Typeform, Lead Scoring 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 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.

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, Lead Scoring integration and the Pandadoc integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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

Change Score
Increases or decrease a number field by a specific amount.
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, Lead Scoring and Pandadoc.