Recurly + Base CRM + Lists integration

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

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

Recurly Subscription to Check Base Deal Stage to Add to List

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Recurly Subscription to Assign Base Contact Owner to Add to List

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Recurly Subscription to Update Base Contact Field to Remove From List

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Recurly Subscription to Add to List to Update Base Contact Field

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Recurly Subscription to Add to List to Assign Base Contact Owner

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Recurly Subscription to Check Base Deal Stage to Remove From List

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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 to Add to List

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Recurly Subscription to Check Base Contact Field to Add to List

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Recurly Subscription to Remove From List to Update Base Contact Field

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Recurly Subscription to Is on List or Segment to Assign Base Contact Owner

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Recurly Subscription to Check Lead Status to Update Base Contact Field

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Recurly Subscription to Is on List or Segment to Update Base Contact Field

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Recurly Subscription to Check Lead Status to Assign Base Contact Owner

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Recurly Subscription to Remove From List to Assign Base Contact Owner

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Recurly Subscription to Check Base Contact Field to Remove From List

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Showing 16 journey ideas for Recurly, Base CRM and Lists

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Base CRM integration and the Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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 to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Lists.