Recurly + Insightly + Base CRM integration

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

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Marketing Automation ideas to integrate Recurly, Insightly and Base CRM.

Recurly Subscription to Update Base Contact Field to Create Insightly Project

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Recurly Subscription to Check Base Contact Field to Assign Insightly Owner

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Recurly Subscription to Assign Base Contact Owner to Create Insightly Project

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Recurly Subscription to Create Insightly Project to Assign Base Contact Owner

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Recurly Subscription to Check Base Deal Stage to Assign Insightly Owner

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Recurly Subscription to Assign Insightly Task to Assign Base Contact Owner

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Recurly Subscription to Check Base Contact Field to Create Insightly Project

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Recurly Subscription to Update Base Contact Field to Update Insightly Contact Field

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Recurly Subscription to Update Base Contact Field to Assign Insightly Task

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Recurly Subscription to Check Base Deal Stage to Assign Insightly Task

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Recurly Subscription to Assign Base Contact Owner to Assign Insightly Owner

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Recurly Subscription to Assign Insightly Owner to Update Base Contact Field

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Recurly Subscription to Assign Base Contact Owner to Assign Insightly Task

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Recurly Subscription to Check Base Contact Field to Assign Insightly Task

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Recurly Subscription to Assign Insightly Task to Update Base Contact Field

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Recurly Subscription to Assign Base Contact Owner to Update Insightly Contact Field

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Recurly Subscription to Check Base Deal Stage to Create Insightly Project

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Recurly Subscription to Update Base Contact Field to Assign Insightly Owner

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Recurly Subscription to Check Base Contact Field to Update Insightly Contact Field

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Recurly Subscription to Create Insightly Project to Update Base Contact Field

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Showing 20 journey ideas for Recurly, Insightly and Base CRM

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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Insightly integration and the Base CRM 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.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

Conditions

Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.

Journey 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.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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, Insightly and Base CRM.