Hubspot CRM + Recurly + Pandadoc integration

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

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

Recurly Subscription to Check Pandadoc Status to Update HubSpot Contact Field

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Recurly Subscription to Update HubSpot CRM Deal Stage to Send Pandadoc Document

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Recurly Subscription to Check Pandadoc Status to Update HubSpot CRM Deal Stage

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Recurly Subscription to Add HubSpot CRM Deal to Send Pandadoc Document

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Recurly Subscription to Send Pandadoc Document to Update HubSpot CRM Deal Stage

Try this free

Recurly Subscription to Check HubSpot CRM Deal Stage to Send Pandadoc Document

Try this free

Recurly Subscription to Send Pandadoc Document to Add HubSpot CRM Deal

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Recurly Subscription to Check Pandadoc Status to Add HubSpot CRM Deal

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Recurly Subscription to Update HubSpot Contact Field to Send Pandadoc Document

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Recurly Subscription to Send Pandadoc Document to Update HubSpot Contact Field

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Showing 10 journey ideas for Hubspot CRM, Recurly and Pandadoc

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.

About the Recurly integration

From start-ups to global enterprises, today's fastest-growing businesses are harnessing the power of the subscription model to deliver predictable revenue, reveal critical customer insights, and automate revenue-optimizing decisions. These businesses demand a sophisticated, secure subscription management platform with the flexibility to support constantly evolving billing models with consistently superior customer experiences. Recurly meets that challenge with an enterprise-class subscription management platform that cuts through the complexity of subscription management to optimize and automate revenue growth.

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 Hubspot CRM integration, Recurly integration and the Pandadoc integration.

Journey Triggers

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.
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

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.
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 Hubspot CRM, Recurly and Pandadoc.