Recurly + Google Sheets + Close.io integration
Use Autopilot to create journeys that use the Recurly, Google Sheets and Close.io integrations.
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Marketing Automation ideas to integrate Recurly, Google Sheets and Close.io.
Recurly Subscription to Check Close.io Opportunity Status to New Google Sheet Spreadsheet Row
Recurly Subscription to New Google Sheet Spreadsheet Row to Create Close.io Opportunity
Recurly Subscription to New Google Sheet Spreadsheet Row to Update Close.io Field
Recurly Subscription to Check Close.io Field to New Google Sheet Spreadsheet Row
Recurly Subscription to Assign Close.io Task to New Google Sheet Spreadsheet Row
Recurly Subscription to Create Close.io Opportunity to New Google Sheet Spreadsheet Row
Recurly Subscription to Update Close.io Field to New Google Sheet Spreadsheet Row
Recurly Subscription to New Google Sheet Spreadsheet Row to Update Close.io Opportunity Stage
Recurly Subscription to Update Close.io Opportunity Stage to New Google Sheet Spreadsheet Row
Recurly Subscription to New Google Sheet Spreadsheet Row to Assign Close.io Task
Recurly Subscription to Assign Close.io Lead to New Google Sheet Spreadsheet Row
Recurly Subscription to New Google Sheet Spreadsheet Row to Assign Close.io Lead
Showing 12 journey ideas for Recurly, Google Sheets and Close.io
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 Google Sheets integration
Send a new row to your Google Sheet to analyze data from a journey and create visualizations.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Recurly integration, Google Sheets integration and the Close.io 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).
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
New Google Sheet Spreadsheet Row
Creates a new row in a Google Sheet.
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.
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, Google Sheets and Close.io.
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