Typeform + Salesforce + Pandadoc integration

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

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Marketing Automation ideas to integrate Typeform, Salesforce and Pandadoc.

Salesforce Campaign Trigger to Has Submitted Typeform to Create Salesforce Opportunity

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Typeform Submitted to Check Salesforce Field to Send Pandadoc Document

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Typeform Submitted to Has Submitted Typeform to Assign Salesforce Lead

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Salesforce Field Changed to Has Submitted Typeform to Update Salesforce Field

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Typeform Submitted to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Typeform Submitted to Check Pandadoc Status to Update Salesforce Field

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Typeform Submitted to Send Pandadoc Document to Create Salesforce Opportunity

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Salesforce Field Changed to Has Submitted Typeform to Add Salesforce Task

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Salesforce Campaign Trigger to Has Submitted Typeform to Update Salesforce Field

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Salesforce Campaign Trigger to Has Submitted Typeform to Send Pandadoc Document

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Salesforce Field Changed to Has Submitted Typeform to Send Pandadoc Document

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Salesforce Campaign Trigger to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead to Group

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Typeform Submitted to Check Salesforce Campaign Member Status to Send Pandadoc Document

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Pandadoc Document Status Change to Has Submitted Typeform to Add Salesforce Task

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Typeform Submitted to Has Submitted Typeform to Add Salesforce Task

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Salesforce Campaign Trigger to Has Submitted Typeform to Add Salesforce Task

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Pandadoc Document Status Change to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead

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Typeform Submitted to Set Salesforce Campaign Member Status to Send Pandadoc Document

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Showing 20 journey ideas for Typeform, Salesforce 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 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.

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, Salesforce integration and the Pandadoc integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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).
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 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.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

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.
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, Salesforce and Pandadoc.