Facebook + Pandadoc + Help Scout integration

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

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

Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Send Pandadoc Document

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Help Scout Satisfaction Rating to Add to Facebook Custom Audience to Send Pandadoc Document

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Facebook Lead Ad Submitted to Send Pandadoc Document to Remove From Facebook Custom Audience

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Pandadoc Document Status Change to Remove From Facebook Custom Audience to Send Pandadoc Document

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Help Scout Tag to Send Pandadoc Document to Add to Facebook Custom Audience

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Help Scout Satisfaction Rating to Has Submitted Facebook Lead Ad to Send Pandadoc Document

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Facebook Lead Ad Submitted to Check Pandadoc Status to Remove From Facebook Custom Audience

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Help Scout Tag to Remove From Facebook Custom Audience to Send Pandadoc Document

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Pandadoc Document Status Change to Check Pandadoc Status to Remove From Facebook Custom Audience

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Help Scout Satisfaction Rating to Send Pandadoc Document to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Send Pandadoc Document

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Pandadoc Document Status Change to Send Pandadoc Document to Remove From Facebook Custom Audience

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Help Scout Tag to Check Pandadoc Status to Remove From Facebook Custom Audience

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Help Scout Create Conversation to Has Submitted Facebook Lead Ad to Send Pandadoc Document

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Help Scout Tag to Check Pandadoc Status to Add to Facebook Custom Audience

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Help Scout Satisfaction Rating to Check Pandadoc Status to Add to Facebook Custom Audience

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Pandadoc Document Status Change to Has Submitted Facebook Lead Ad to Send Pandadoc Document

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Facebook Lead Ad Submitted to Send Pandadoc Document to Add to Facebook Custom Audience

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Help Scout Satisfaction Rating to Remove From Facebook Custom Audience to Send Pandadoc Document

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Help Scout Tag to Has Submitted Facebook Lead Ad to Send Pandadoc Document

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Showing 20 journey ideas for Facebook, Pandadoc and Help Scout

About the Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, 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.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Pandadoc integration and the Help Scout integration.

Journey Triggers

Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
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.

Conditions

Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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 Facebook, Pandadoc and Help Scout.