Salesforce + Page Visit Tracking + Pandadoc integration

Use Autopilot to create journeys that use the Salesforce, Page Visit Tracking and Pandadoc integrations.

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Marketing Automation ideas to integrate Salesforce, Page Visit Tracking and Pandadoc.

Page Visited to Add Salesforce Task to Send Pandadoc Document

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Salesforce Field Changed to Has Visited Page to Set Salesforce Campaign Member Status

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Pandadoc Document Status Change to Has Visited Page to Add Salesforce Task

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Page Visited to Has Visited Page to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Has Visited Page to Assign Salesforce Lead to Group

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Page Visited to Send Pandadoc Document to Assign Salesforce Lead to Group

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Page Visited to Check Salesforce Campaign Member Status to Send Pandadoc Document

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Page Visited to Check Pandadoc Status to Update Salesforce Field

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Salesforce Campaign Trigger to Has Visited Page to Assign Salesforce Lead

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Salesforce Field Changed to Has Visited Page to Add Salesforce Task

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Page Visited to Check Pandadoc Status to Assign Salesforce Lead

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Page Visited to Check Salesforce Field to Send Pandadoc Document

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Salesforce Field Changed to Has Visited Page to Update Salesforce Field

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Page Visited to Send Pandadoc Document to Update Salesforce Field

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Pandadoc Document Status Change to Has Visited Page to Assign Salesforce Lead

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Page Visited to Send Pandadoc Document to Create Salesforce Opportunity

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Page Visited to Create Salesforce Opportunity to Send Pandadoc Document

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Page Visited to Send Pandadoc Document to Add Salesforce Task

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Salesforce Campaign Trigger to Has Visited Page to Set Salesforce Campaign Member Status

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Page Visited to Check Pandadoc Status to Add Salesforce Task

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Showing 20 journey ideas for Salesforce, Page Visit Tracking 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 Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

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, Page Visit Tracking 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).
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other 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

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.
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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, Page Visit Tracking and Pandadoc.