Salesforce + Heap + Pandadoc integration

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

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Marketing Automation ideas to integrate Salesforce, Heap and Pandadoc.

Heap Event to Add Salesforce Task to Send Pandadoc Document

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Heap Event to Update Salesforce Field to Send Pandadoc Document

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Heap Event to Check Pandadoc Status to Set Salesforce Campaign Member Status

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Heap Event to Check Pandadoc Status to Update Salesforce Field

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Heap Event to Send Pandadoc Document to Add Salesforce Task

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Heap Event to Check Pandadoc Status to Assign Salesforce Lead to Group

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Heap Event to Send Pandadoc Document to Set Salesforce Campaign Member Status

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Heap Event to Check Pandadoc Status to Assign Salesforce Lead

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Heap Event to Assign Salesforce Lead to Send Pandadoc Document

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Heap Event to Send Pandadoc Document to Assign Salesforce Lead to Group

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Heap Event to Check Salesforce Field to Send Pandadoc Document

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Heap Event to Send Pandadoc Document to Update Salesforce Field

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Heap Event to Send Pandadoc Document to Assign Salesforce Lead

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Heap Event to Create Salesforce Opportunity to Send Pandadoc Document

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Heap Event to Check Salesforce Campaign Member Status to Send Pandadoc Document

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Heap Event to Send Pandadoc Document to Create Salesforce Opportunity

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Heap Event to Set Salesforce Campaign Member Status to Send Pandadoc Document

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Heap Event to Check Pandadoc Status to Add Salesforce Task

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Heap Event to Assign Salesforce Lead to Group to Send Pandadoc Document

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Heap Event to Check Pandadoc Status to Create Salesforce Opportunity

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Showing 20 journey ideas for Salesforce, Heap and Pandadoc

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 Heap integration

Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.

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 Salesforce integration, Heap integration and the Pandadoc integration.

Journey Triggers

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 meets your criteria (e.g. contains a particular word).
Heap Event
Add a contact to a journey when they perform a Heap event.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

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 Salesforce, Heap and Pandadoc.