Recurly + Base CRM + Close.io integration

Use Autopilot to create journeys that use the Recurly, Base CRM and Close.io integrations.

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Marketing Automation ideas to integrate Recurly, Base CRM and Close.io.

Recurly Subscription to Assign Base Contact Owner to Update Close.io Field

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Recurly Subscription to Assign Base Contact Owner to Create Close.io Opportunity

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Recurly Subscription to Assign Close.io Lead to Assign Base Contact Owner

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Recurly Subscription to Assign Close.io Task to Update Base Contact Field

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Recurly Subscription to Update Close.io Opportunity Stage to Assign Base Contact Owner

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Recurly Subscription to Update Base Contact Field to Assign Close.io Lead

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Recurly Subscription to Update Close.io Opportunity Stage to Update Base Contact Field

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Recurly Subscription to Update Base Contact Field to Create Close.io Opportunity

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Recurly Subscription to Check Base Contact Field to Assign Close.io Task

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Recurly Subscription to Check Base Deal Stage to Assign Close.io Task

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Recurly Subscription to Update Base Contact Field to Assign Close.io Task

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Recurly Subscription to Assign Base Contact Owner to Update Close.io Opportunity Stage

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Recurly Subscription to Update Base Contact Field to Update Close.io Field

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Recurly Subscription to Check Base Deal Stage to Assign Close.io Lead

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Recurly Subscription to Check Base Contact Field to Create Close.io Opportunity

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Recurly Subscription to Create Close.io Opportunity to Update Base Contact Field

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Recurly Subscription to Create Close.io Opportunity to Assign Base Contact Owner

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Recurly Subscription to Check Close.io Field to Update Base Contact Field

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Recurly Subscription to Check Base Deal Stage to Update Close.io Opportunity Stage

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Recurly Subscription to Check Close.io Field to Assign Base Contact Owner

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Showing 20 journey ideas for Recurly, Base CRM and Close.io

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 Base CRM integration

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.

About the Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Base CRM integration and the Close.io integration.

Journey 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.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).

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.
Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey 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.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.

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, Base CRM and Close.io.