Recurly + Close.io + Lists integration

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

Upcoming

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

Recurly Subscription to Create Close.io Opportunity to Add to List

Try this free

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

Try this free

Recurly Subscription to Remove From List to Assign Close.io Lead

Try this free

Recurly Subscription to Is on List or Segment to Update Close.io Opportunity Stage

Try this free

Recurly Subscription to Update Close.io Field to Add to List

Try this free

Recurly Subscription to Remove From List to Assign Close.io Task

Try this free

Recurly Subscription to Assign Close.io Lead to Add to List

Try this free

Recurly Subscription to Remove From List to Update Close.io Opportunity Stage

Try this free

Recurly Subscription to Is on List or Segment to Create Close.io Opportunity

Try this free

Recurly Subscription to Is on List or Segment to Assign Close.io Task

Try this free

Recurly Subscription to Check Lead Status to Assign Close.io Task

Try this free

Recurly Subscription to Check Close.io Opportunity Status to Remove From List

Try this free

Recurly Subscription to Check Lead Status to Update Close.io Opportunity Stage

Try this free

Recurly Subscription to Add to List to Assign Close.io Task

Try this free

Recurly Subscription to Update Close.io Field to Remove From List

Try this free

Recurly Subscription to Is on List or Segment to Update Close.io Field

Try this free

Recurly Subscription to Check Close.io Field to Add to List

Try this free

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

Try this free

Recurly Subscription to Add to List to Update Close.io Field

Try this free

Recurly Subscription to Assign Close.io Task to Add to List

Try this free

Showing 20 journey ideas for Recurly, Close.io 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 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 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, Close.io integration and the Lists 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).
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 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).
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

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.
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, Close.io and Lists.