Facebook + Pandadoc + Hubspot CRM integration

Use Autopilot to create journeys that use the Facebook, Pandadoc and Hubspot CRM integrations.

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Marketing Automation ideas to integrate Facebook, Pandadoc and Hubspot CRM.

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

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Pandadoc Document Status Change to Add to Facebook Custom Audience to Send Pandadoc Document

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Facebook Lead Ad Submitted to Check Pandadoc Status to Add to Facebook Custom Audience

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Pandadoc Document Status Change to Update HubSpot Contact Field to Add to 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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HubSpot CRM Contact Field Match to Remove From Facebook Custom Audience to Send Pandadoc Document

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HubSpot CRM Deal Stage Match to Check Pandadoc Status to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Send Pandadoc Document to Add HubSpot CRM Deal

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Pandadoc Document Status Change to Remove From Facebook Custom Audience to Update HubSpot CRM Deal Stage

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

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New HubSpot CRM Contact to Check Pandadoc Status to Remove From Facebook Custom Audience

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

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New HubSpot CRM Contact to Check Pandadoc Status to Add to Facebook Custom Audience

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HubSpot CRM Contact Field Match to Send Pandadoc Document to Add to Facebook Custom Audience

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Pandadoc Document Status Change to Add HubSpot CRM Deal to Add to Facebook Custom Audience

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Pandadoc Document Status Change to Check Pandadoc Status to Add to Facebook Custom Audience

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HubSpot CRM Contact Field Match to Send Pandadoc Document to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Check Pandadoc Status to Update HubSpot CRM Deal Stage

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Facebook Lead Ad Submitted to Check HubSpot CRM Deal Stage to Send Pandadoc Document

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HubSpot CRM Contact Field Match to Check Pandadoc Status to Add to Facebook Custom Audience

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Showing 20 journey ideas for Facebook, Pandadoc and Hubspot CRM

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 Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Pandadoc integration and the Hubspot CRM 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.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

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.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

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.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.

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 Hubspot CRM.