Recurly + Base CRM + Salesforce integration

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

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

Recurly Subscription to Update Salesforce Field to Update Base Contact Field

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Recurly Subscription to Check Base Contact Field to Assign Salesforce Lead

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

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Recurly Subscription to Check Base Contact Field to Create Salesforce Opportunity

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Recurly Subscription to Check Base Deal Stage to Assign Salesforce Lead to Group

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Recurly Subscription to Set Salesforce Campaign Member Status to Update Base Contact Field

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Recurly Subscription to Set Salesforce Campaign Member Status to Assign Base Contact Owner

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Recurly Subscription to Assign Salesforce Lead to Update Base Contact Field

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Recurly Subscription to Update Salesforce Field to Assign Base Contact Owner

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Recurly Subscription to Create Salesforce Opportunity to Update Base Contact Field

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Recurly Subscription to Update Base Contact Field to Assign Salesforce Lead

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Recurly Subscription to Assign Base Contact Owner to Set Salesforce Campaign Member Status

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Recurly Subscription to Check Salesforce Field to Assign Base Contact Owner

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Recurly Subscription to Check Salesforce Field to Update Base Contact Field

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Recurly Subscription to Check Base Deal Stage to Set Salesforce Campaign Member Status

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Recurly Subscription to Update Base Contact Field to Add Salesforce Task

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Recurly Subscription to Assign Base Contact Owner to Assign Salesforce Lead

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Recurly Subscription to Assign Base Contact Owner to Create Salesforce Opportunity

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Recurly Subscription to Update Base Contact Field to Set Salesforce Campaign Member Status

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Recurly Subscription to Create Salesforce Opportunity to Assign Base Contact Owner

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Showing 20 journey ideas for Recurly, Base CRM and Salesforce

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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Base CRM integration and the Salesforce 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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field 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 Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

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 Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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 Salesforce.