Recurly + Close.io Integration

Use Autopilot to automate and integrate Recurly and Close.io.

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Marketing Automation ideas to integrate Recurly and Close.io

Recurly Subscription to Update Close.io Opportunity Stage

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Recurly Subscription to Add to Google AdWords Audience to Update Close.io Opportunity Stage

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Recurly Subscription to Check Close.io Field to Add Delay

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Recurly Subscription to Update Close.io Opportunity Stage

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Recurly Subscription to Assign Close.io Lead to Add Delay

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Recurly Subscription to Add to Google AdWords Audience to Create Close.io Opportunity

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Recurly Subscription to Add a Pipedrive Deal to Assign Close.io Lead

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Recurly Subscription to Assign Close.io Lead

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Recurly Subscription to Update Close.io Opportunity Stage to Add to Google AdWords Audience

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API Trigger to Update Close.io Opportunity Stage

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Recurly Subscription to Add a Pipedrive Deal to Assign Close.io Task

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Recurly Subscription to Create Close.io Opportunity to Add a Pipedrive Deal

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Recurly Subscription to Update Close.io Opportunity Stage to Add a Pipedrive Deal

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Recurly Subscription to Check Close.io Opportunity Status to Add Delay

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Recurly Subscription to Assign Close.io Task

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Recurly Subscription to Add Delay

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Recurly Subscription to Add a Pipedrive Deal to Create Close.io Opportunity

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Recurly Subscription to Assign Close.io Lead

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Recurly Subscription to Update Close.io Opportunity Stage

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Smart Segment Trigger to Create Close.io Opportunity

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Showing 20 of 315 Marketing Automation ideas using Autopilot's Recurly and Close.io 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 Close.io

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 Recurly integration.

Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
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 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).

Actions

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 and Close.io.