Recurly + Headsup + Close.io integration

Use Autopilot to create journeys that use the Recurly, Headsup and Close.io integrations.

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Marketing Automation ideas to integrate Recurly, Headsup and Close.io.

Recurly Subscription to Check Headsup Status to Assign Close.io Lead

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Recurly Subscription to Show Headsup Message to Update Close.io Field

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Recurly Subscription to Check Headsup Status to Create Close.io Opportunity

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Recurly Subscription to Show Headsup Message to Assign Close.io Lead

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Recurly Subscription to Show Headsup Message to Update Close.io Opportunity Stage

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Recurly Subscription to Show Headsup Message to Create Close.io Opportunity

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Recurly Subscription to Check Close.io Field to Show Headsup Message

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Recurly Subscription to Update Close.io Opportunity Stage to Show Headsup Message

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Recurly Subscription to Update Close.io Field to Show Headsup Message

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Recurly Subscription to Assign Close.io Task to Show Headsup Message

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Recurly Subscription to Check Headsup Status to Update Close.io Opportunity Stage

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Recurly Subscription to Check Close.io Opportunity Status to Show Headsup Message

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Recurly Subscription to Create Close.io Opportunity to Show Headsup Message

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Recurly Subscription to Check Headsup Status to Update Close.io Field

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Recurly Subscription to Assign Close.io Lead to Show Headsup Message

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Recurly Subscription to Show Headsup Message to Assign Close.io Task

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Recurly Subscription to Check Headsup Status to Assign Close.io Task

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Showing 17 journey ideas for Recurly, Headsup 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 Headsup integration

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

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, Headsup 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 Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
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

Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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, Headsup and Close.io.