Salesforce + Pandadoc + Help Scout integration

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

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

Pandadoc Document Status Change to Check Pandadoc Status to Assign Salesforce Lead

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Help Scout Create Conversation to Check Pandadoc Status to Create Salesforce Opportunity

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Salesforce Field Changed to Send Pandadoc Document to Create Salesforce Opportunity

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Help Scout Satisfaction Rating to Send Pandadoc Document to Assign Salesforce Lead

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Help Scout Create Conversation to Check Pandadoc Status to Set Salesforce Campaign Member Status

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Help Scout Tag to Check Pandadoc Status to Assign Salesforce Lead

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Help Scout Tag to Send Pandadoc Document to Create Salesforce Opportunity

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Help Scout Create Conversation to Set Salesforce Campaign Member Status to Send Pandadoc Document

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Help Scout Tag to Check Pandadoc Status to Update Salesforce Field

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Help Scout Satisfaction Rating to Create Salesforce Opportunity to Send Pandadoc Document

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Pandadoc Document

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Help Scout Satisfaction Rating to Check Pandadoc Status to Assign Salesforce Lead to Group

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Help Scout Satisfaction Rating to Check Pandadoc Status to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Check Salesforce Field to Send Pandadoc Document

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Pandadoc Document Status Change to Check Salesforce Campaign Member Status to Send Pandadoc Document

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Help Scout Tag to Set Salesforce Campaign Member Status to Send Pandadoc Document

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Help Scout Create Conversation to Send Pandadoc Document to Add Salesforce Task

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Help Scout Tag to Create Salesforce Opportunity to Send Pandadoc Document

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Pandadoc Document

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Salesforce Campaign Trigger to Send Pandadoc Document to Assign Salesforce Lead

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Showing 20 journey ideas for Salesforce, Pandadoc and Help Scout

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 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 Salesforce integration, Pandadoc integration and the Help Scout 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).
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

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, Pandadoc and Help Scout.