Recurly + Headsup + Insightly integration

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

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Marketing Automation ideas to integrate Recurly, Headsup and Insightly.

Recurly Subscription to Check Headsup Status to Assign Insightly Owner

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Recurly Subscription to Show Headsup Message to Assign Insightly Task

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Recurly Subscription to Assign Insightly Task to Show Headsup Message

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Recurly Subscription to Show Headsup Message to Create Insightly Project

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Recurly Subscription to Update Insightly Contact Field to Show Headsup Message

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Recurly Subscription to Show Headsup Message to Update Insightly Contact Field

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Recurly Subscription to Show Headsup Message to Assign Insightly Owner

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Recurly Subscription to Create Insightly Project to Show Headsup Message

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Recurly Subscription to Check Headsup Status to Update Insightly Contact Field

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Recurly Subscription to Check Headsup Status to Assign Insightly Task

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Recurly Subscription to Assign Insightly Owner to Show Headsup Message

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Recurly Subscription to Check Headsup Status to Create Insightly Project

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

Journey Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
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

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

Journey Actions

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