Recurly + Insightly Integration

Use Autopilot to automate and integrate Recurly and Insightly.

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Marketing Automation ideas to integrate Recurly and Insightly

Recurly Subscription to Create Insightly Project

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Recurly Subscription to Has Submitted Facebook Lead Ad to Assign Insightly Task

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Recurly Subscription to Remove from Google AdWords Audience

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Recurly Subscription to Update Insightly Contact Field

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Recurly Subscription to Update Insightly Contact Field to Change Score

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Recurly Subscription to Create Salesforce Opportunity to Create Insightly Project

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Recurly Subscription to Create Salesforce Opportunity to Assign Insightly Task

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Recurly Subscription to Assign Insightly Task

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Recurly Subscription to Assign Insightly Task

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Recurly Subscription to Create Salesforce Opportunity

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Recurly Subscription to Assign Insightly Owner

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Recurly Subscription to Remove from Google AdWords Audience to Assign Insightly Task

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Recurly Subscription to Mail Lob Postcard to Create Insightly Project

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Recurly Subscription to Assign Insightly Owner

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Recurly Subscription to Assign Insightly Owner

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Recurly Subscription to Create Salesforce Opportunity to Assign Insightly Owner

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Recurly Subscription to Mail Lob Postcard

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Recurly Subscription to Create Insightly Project to Mail Lob Postcard

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Recurly Subscription to Create Salesforce Opportunity

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Recurly Subscription to Change Score to Assign Insightly Task

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Showing 20 of 260 Marketing Automation ideas using Autopilot's Recurly and Insightly integration.

About Recurly

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 Insightly

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 Recurly integration.

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.

Actions

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 and Insightly.