Recurly + Insightly + Hubspot CRM integration
Use Autopilot to create journeys that use the Recurly, Insightly and Hubspot CRM integrations.
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Marketing Automation ideas to integrate Recurly, Insightly and Hubspot CRM.
Recurly Subscription to Check HubSpot CRM Deal Stage to Create Insightly Project
Recurly Subscription to Assign Insightly Owner to Update HubSpot CRM Deal Stage
Recurly Subscription to Check HubSpot CRM Deal Stage to Assign Insightly Owner
Recurly Subscription to Add HubSpot CRM Deal to Update Insightly Contact Field
Recurly Subscription to Update HubSpot Contact Field to Update Insightly Contact Field
Recurly Subscription to Add HubSpot CRM Deal to Create Insightly Project
Recurly Subscription to Check HubSpot CRM Deal Stage to Update Insightly Contact Field
Recurly Subscription to Update Insightly Contact Field to Add HubSpot CRM Deal
Recurly Subscription to Create Insightly Project to Update HubSpot Contact Field
Recurly Subscription to Check HubSpot CRM Deal Stage to Assign Insightly Task
Recurly Subscription to Assign Insightly Owner to Update HubSpot Contact Field
Recurly Subscription to Update HubSpot Contact Field to Assign Insightly Owner
Recurly Subscription to Add HubSpot CRM Deal to Assign Insightly Task
Recurly Subscription to Update HubSpot CRM Deal Stage to Assign Insightly Owner
Recurly Subscription to Update HubSpot CRM Deal Stage to Assign Insightly Task
Recurly Subscription to Update Insightly Contact Field to Update HubSpot Contact Field
Recurly Subscription to Create Insightly Project to Update HubSpot CRM Deal Stage
Recurly Subscription to Update HubSpot CRM Deal Stage to Create Insightly Project
Recurly Subscription to Create Insightly Project to Add HubSpot CRM Deal
Recurly Subscription to Update HubSpot CRM Deal Stage to Update Insightly Contact Field
Showing 20 journey ideas for Recurly, Insightly and Hubspot 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 Hubspot CRM integration
Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Recurly integration, Insightly integration and the Hubspot 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.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Conditions
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
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.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.
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 Hubspot CRM.
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