Recurly + Freshdesk + Insightly integration

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

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Marketing Automation ideas to integrate Recurly, Freshdesk and Insightly.

Recurly Subscription to Freshdesk Ticket Status to Assign Insightly Owner

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Recurly Subscription to Assign Insightly Owner to Freshdesk Update Ticket

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Recurly Subscription to Freshdesk Ticket Status to Assign Insightly Task

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Recurly Subscription to Update Insightly Contact Field to Freshdesk Update Ticket

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Recurly Subscription to Freshdesk Ticket Status to Update Insightly Contact Field

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Recurly Subscription to Assign Insightly Task to Freshdesk Update Ticket

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Recurly Subscription to Create Insightly Project to Freshdesk Update Ticket

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Recurly Subscription to Freshdesk Ticket Status to Create Insightly Project

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Recurly Subscription to Freshdesk Update Ticket to Assign Insightly Task

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Recurly Subscription to Freshdesk Update Ticket to Update Insightly Contact Field

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Recurly Subscription to Freshdesk Update Ticket to Create Insightly Project

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Recurly Subscription to Freshdesk Update Ticket to Assign Insightly Owner

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Showing 12 journey ideas for Recurly, Freshdesk 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 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 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, Freshdesk integration and the Insightly 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.
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

Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

Journey Actions

Freshdesk Update Ticket
Updates the latest ticket with new information or a status.
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, Freshdesk and Insightly.