Recurly + Insightly + Kissmetrics integration
Use Autopilot to create journeys that use the Recurly, Insightly and Kissmetrics integrations.
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Marketing Automation ideas to integrate Recurly, Insightly and Kissmetrics.
Recurly Subscription to Send Kissmetrics Event to Create Insightly Project
Recurly Subscription to Send Kissmetrics Event to Assign Insightly Owner
Recurly Subscription to Assign Insightly Task to Send Kissmetrics Event
Recurly Subscription to Send Kissmetrics Event to Update Insightly Contact Field
Recurly Subscription to Update Insightly Contact Field to Send Kissmetrics Event
Recurly Subscription to Send Kissmetrics Event to Assign Insightly Task
Recurly Subscription to Create Insightly Project to Send Kissmetrics Event
Recurly Subscription to Assign Insightly Owner to Send Kissmetrics Event
Showing 8 journey ideas for Recurly, Insightly and Kissmetrics
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 Kissmetrics integration
Kissmetrics is a person-based analytics package that makes it insanely easy to track events and funnels online helping you focus on the important bits of your online business.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Recurly integration, Insightly integration and the Kissmetrics 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.
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.
Send Kissmetrics Event
Send a Kissmetrics event based on the outcome of the journey.
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 Kissmetrics.
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