Headsup + Forms + Pandadoc integration

Use Autopilot to create journeys that use the Headsup, Forms and Pandadoc integrations.

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Marketing Automation ideas to integrate Headsup, Forms and Pandadoc.

Form Submitted to Show Headsup Message to Send Pandadoc Document

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Pandadoc Document Status Change to Has Submitted Form to Show Headsup Message

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Form Submitted to Check Pandadoc Status to Show Headsup Message

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Form Submitted to Check Headsup Status to Send Pandadoc Document

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Form Submitted to Send Pandadoc Document to Show Headsup Message

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Form Submitted to Has Submitted Form to Show Headsup Message

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Showing 6 journey ideas for Headsup, Forms and Pandadoc

About the Headsup integration

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

About the Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

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 Headsup integration, Forms integration and the Pandadoc integration.

Journey Triggers

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

Conditions

Check Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
Has Submitted Form
Check if a contact has previously submitted a specific form.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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 Headsup, Forms and Pandadoc.