Recurly + Base CRM Integration

Use Autopilot to automate and integrate Recurly and Base CRM.

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Marketing Automation ideas to integrate Recurly and Base CRM

Recurly Subscription to Assign Base Contact Owner to Assign Salesforce Lead to Group

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Recurly Subscription to Update Base Contact Field

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Recurly Subscription to Remove From List

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Recurly Subscription to Check Base Contact Field to Assign Salesforce Lead to Group

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Recurly Subscription to Update Base Contact Field

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Recurly Subscription to Check Pipedrive Deal Stage to Update Base Contact Field

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Recurly Subscription to Assign Base Contact Owner

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Recurly Subscription to Check Pipedrive Deal Stage to Assign Base Contact Owner

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Base Contact Field Change to Assign Salesforce Lead to Group

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Recurly Subscription to Update Base Contact Field

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Recurly Subscription to Has Visited Page to Assign Base Contact Owner

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Recurly Subscription to Update Base Contact Field to Add Delay

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Recurly Subscription to Assign Base Contact Owner

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Recurly Subscription to Assign Base Contact Owner to Remove From List

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Recurly Subscription to Update Base Contact Field

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Recurly Subscription to Add Delay to Update Base Contact Field

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Recurly Subscription to Check Base Contact Field to Add Delay

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Assign Base Task to Assign Salesforce Lead to Group

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Recurly Subscription to Update Base Contact Field

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Recurly Subscription to Remove From List to Update Base Contact Field

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Showing 20 of 198 Marketing Automation ideas using Autopilot's Recurly and Base CRM integration.

About Recurly

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 Base CRM

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Recurly integration.

Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

Conditions

Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.

Actions

Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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 Recurly and Base CRM.