Recurly + Base CRM + Hubspot CRM integration

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

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

Recurly Subscription to Check Base Contact Field to Update HubSpot Contact Field

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Recurly Subscription to Add HubSpot CRM Deal to Update Base Contact Field

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Recurly Subscription to Assign Base Contact Owner to Add HubSpot CRM Deal

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Recurly Subscription to Update HubSpot CRM Deal Stage to Update Base Contact Field

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Recurly Subscription to Update Base Contact Field to Update HubSpot CRM Deal Stage

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Recurly Subscription to Check Base Deal Stage to Update HubSpot CRM Deal Stage

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Recurly Subscription to Add HubSpot CRM Deal to Assign Base Contact Owner

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Recurly Subscription to Check HubSpot CRM Deal Stage to Update Base Contact Field

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Recurly Subscription to Update Base Contact Field to Update HubSpot Contact Field

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Recurly Subscription to Check Base Deal Stage to Add HubSpot CRM Deal

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Recurly Subscription to Update HubSpot CRM Deal Stage to Assign Base Contact Owner

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Recurly Subscription to Update HubSpot Contact Field to Update Base Contact Field

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Recurly Subscription to Update HubSpot Contact Field to Assign Base Contact Owner

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

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Recurly Subscription to Check Base Contact Field to Update HubSpot CRM Deal Stage

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Recurly Subscription to Update Base Contact Field to Add HubSpot CRM Deal

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Recurly Subscription to Assign Base Contact Owner to Update HubSpot Contact Field

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Recurly Subscription to Check Base Contact Field to Add HubSpot CRM Deal

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Recurly Subscription to Assign Base Contact Owner to Update HubSpot CRM Deal Stage

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Recurly Subscription to Check HubSpot CRM Deal Stage to Assign Base Contact Owner

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Showing 20 journey ideas for Recurly, Base CRM and Hubspot CRM

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 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.

Create your own marketing automation journey

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

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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

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.
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.

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 Hubspot CRM.