Recurly + GoToWebinar + Insightly integration
Use Autopilot to create journeys that use the Recurly, GoToWebinar and Insightly integrations.
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Marketing Automation ideas to integrate Recurly, GoToWebinar and Insightly.
Recurly Subscription to Assign Insightly Owner to Create GoToWebinar Registrant
Recurly Subscription to Create Insightly Project to Create GoToWebinar Registrant
Recurly Subscription to Update Insightly Contact Field to Create GoToWebinar Registrant
Recurly Subscription to Create GoToWebinar Registrant to Assign Insightly Task
Recurly Subscription to Create GoToWebinar Registrant to Update Insightly Contact Field
Recurly Subscription to Create GoToWebinar Registrant to Create Insightly Project
Recurly Subscription to Assign Insightly Task to Create GoToWebinar Registrant
Recurly Subscription to Create GoToWebinar Registrant to Assign Insightly Owner
Showing 8 journey ideas for Recurly, GoToWebinar 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 GoToWebinar integration
GoToWebinar makes it easy to reach your audience and deliver webinars that drive results. Pick a compelling topic, invite guest speakers and include polls and surveys for truly interactive presentations. With built-in reports, analytics and full-service registration, GoToWebinar reveals your most engaged attendees, so your sales team can turn qualified leads into customers.
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, GoToWebinar integration and the Insightly integration.
Journey Triggers
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
New GoToWebinar Attendee
Triggers when a contact turn into attendees to a webinar.
New GoToWebinar Webinar
Triggers when you add a new upcoming webinar.
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.
Journey Actions
Create GoToWebinar Registrant
Creates a new registrant for your GoToWebinar webinar when a contact enters your journey.
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, GoToWebinar and Insightly.
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