Recurly + Close.io + Insightly integration

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

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Marketing Automation ideas to integrate Recurly, Close.io and Insightly.

Recurly Subscription to Create Close.io Opportunity to Assign Insightly Owner

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

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Recurly Subscription to Update Close.io Field to Assign Insightly Task

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Recurly Subscription to Assign Close.io Task to Create Insightly Project

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Recurly Subscription to Assign Close.io Task to Assign Insightly Owner

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Recurly Subscription to Create Close.io Opportunity to Update Insightly Contact Field

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Recurly Subscription to Assign Insightly Owner to Update Close.io Opportunity Stage

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Recurly Subscription to Create Insightly Project to Update Close.io Field

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Recurly Subscription to Assign Insightly Owner to Create Close.io Opportunity

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Recurly Subscription to Create Insightly Project to Assign Close.io Task

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Recurly Subscription to Check Close.io Field to Assign Insightly Task

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Recurly Subscription to Create Close.io Opportunity to Assign Insightly Task

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Recurly Subscription to Check Close.io Opportunity Status to Assign Insightly Task

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Recurly Subscription to Update Insightly Contact Field to Update Close.io Field

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Recurly Subscription to Update Close.io Field to Create Insightly Project

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Recurly Subscription to Check Close.io Opportunity Status to Assign Insightly Owner

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Recurly Subscription to Update Insightly Contact Field to Create Close.io Opportunity

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Recurly Subscription to Update Close.io Field to Assign Insightly Owner

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Recurly Subscription to Assign Close.io Lead to Assign Insightly Task

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Recurly Subscription to Assign Insightly Task to Assign Close.io Lead

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Showing 20 journey ideas for Recurly, Close.io and Insightly

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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Close.io integration and the Insightly 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).
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

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).

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.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

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 Insightly.