Recurly + Facebook + Insightly integration

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

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Marketing Automation ideas to integrate Recurly, Facebook and Insightly.

Recurly Subscription to Add to Facebook Custom Audience to Create Insightly Project

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Recurly Subscription to Assign Insightly Task to Remove From Facebook Custom Audience

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Recurly Subscription to Has Submitted Facebook Lead Ad to Assign Insightly Task

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Recurly Subscription to Assign Insightly Task to Add to Facebook Custom Audience

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Recurly Subscription to Remove From Facebook Custom Audience to Update Insightly Contact Field

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Recurly Subscription to Add to Facebook Custom Audience to Update Insightly Contact Field

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Recurly Subscription to Add to Facebook Custom Audience to Assign Insightly Task

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Recurly Subscription to Remove From Facebook Custom Audience to Assign Insightly Owner

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Recurly Subscription to Create Insightly Project to Remove From Facebook Custom Audience

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Recurly Subscription to Add to Facebook Custom Audience to Assign Insightly Owner

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Recurly Subscription to Update Insightly Contact Field to Remove From Facebook Custom Audience

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Recurly Subscription to Has Submitted Facebook Lead Ad to Create Insightly Project

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Recurly Subscription to Update Insightly Contact Field to Add to Facebook Custom Audience

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Recurly Subscription to Has Submitted Facebook Lead Ad to Update Insightly Contact Field

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Recurly Subscription to Assign Insightly Owner to Remove From Facebook Custom Audience

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Recurly Subscription to Create Insightly Project to Add to Facebook Custom Audience

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Recurly Subscription to Has Submitted Facebook Lead Ad to Assign Insightly Owner

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Recurly Subscription to Remove From Facebook Custom Audience to Assign Insightly Task

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Recurly Subscription to Assign Insightly Owner to Add to Facebook Custom Audience

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Recurly Subscription to Remove From Facebook Custom Audience to Create Insightly Project

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Showing 20 journey ideas for Recurly, Facebook 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 Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.

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, Facebook integration and the Insightly integration.

Journey Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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

Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.

Journey Actions

Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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, Facebook and Insightly.