Recurly + Close.io + Custom Fields integration

Use Autopilot to create journeys that use the Recurly, Close.io and Custom Fields integrations.

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Marketing Automation ideas to integrate Recurly, Close.io and Custom Fields.

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

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Recurly Subscription to Check Field to Update Close.io Opportunity Stage

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Recurly Subscription to Update Field to Update Close.io Field

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Recurly Subscription to Update Field to Create Close.io Opportunity

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Recurly Subscription to Check Field to Update Close.io Field

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Recurly Subscription to Check Field to Assign Close.io Task

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

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Recurly Subscription to Update Field to Assign Close.io Lead

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Recurly Subscription to Check Field to Create Close.io Opportunity

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Recurly Subscription to Update Field to Assign Close.io Task

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Recurly Subscription to Update Close.io Field to Update Field

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Recurly Subscription to Create Close.io Opportunity to Update Field

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Recurly Subscription to Assign Close.io Task to Update Field

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Recurly Subscription to Check Close.io Opportunity Status to Update Field

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Recurly Subscription to Check Field to Assign Close.io Lead

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Recurly Subscription to Assign Close.io Lead to Update Field

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Recurly Subscription to Check Close.io Field to Update Field

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Showing 17 journey ideas for Recurly, Close.io and Custom Fields

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 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.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Close.io integration and the Custom Fields integration.

Journey 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).
Field Match
Add a contact to a journey when a particular 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).
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey 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.
Update Field
Update a 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, Close.io and Custom Fields.