Recurly + Freshdesk + Base CRM integration

Use Autopilot to create journeys that use the Recurly, Freshdesk and Base CRM integrations.

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Marketing Automation ideas to integrate Recurly, Freshdesk and Base CRM.

Recurly Subscription to Freshdesk Ticket Status to Assign Base Contact Owner

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Recurly Subscription to Update Base Contact Field to Freshdesk Update Ticket

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Recurly Subscription to Freshdesk Update Ticket to Update Base Contact Field

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Recurly Subscription to Check Base Contact Field to Freshdesk Update Ticket

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Recurly Subscription to Check Base Deal Stage to Freshdesk Update Ticket

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Recurly Subscription to Freshdesk Ticket Status to Update Base Contact Field

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Recurly Subscription to Assign Base Contact Owner to Freshdesk Update Ticket

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Recurly Subscription to Freshdesk Update Ticket to Assign Base Contact Owner

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Showing 8 journey ideas for Recurly, Freshdesk and Base CRM

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Freshdesk integration and the Base CRM integration.

Journey Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

Conditions

Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.

Journey Actions

Freshdesk Update Ticket
Updates the latest ticket with new information or a status.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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, Freshdesk and Base CRM.