Recurly + Insightly + Salesforce integration

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

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Marketing Automation ideas to integrate Recurly, Insightly and Salesforce.

Recurly Subscription to Create Salesforce Opportunity to Update Insightly Contact Field

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Recurly Subscription to Assign Salesforce Lead to Update Insightly Contact Field

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Recurly Subscription to Create Salesforce Opportunity to Create Insightly Project

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Recurly Subscription to Update Insightly Contact Field to Set Salesforce Campaign Member Status

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Recurly Subscription to Set Salesforce Campaign Member Status to Create Insightly Project

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Recurly Subscription to Assign Salesforce Lead to Assign Insightly Owner

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Recurly Subscription to Check Salesforce Field to Assign Insightly Task

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Recurly Subscription to Update Insightly Contact Field to Assign Salesforce Lead

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Recurly Subscription to Update Insightly Contact Field to Add Salesforce Task

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Recurly Subscription to Create Insightly Project to Add Salesforce Task

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Recurly Subscription to Assign Insightly Task to Create Salesforce Opportunity

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Recurly Subscription to Add Salesforce Task to Assign Insightly Owner

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Recurly Subscription to Assign Insightly Task to Set Salesforce Campaign Member Status

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Recurly Subscription to Assign Insightly Task to Add Salesforce Task

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Recurly Subscription to Set Salesforce Campaign Member Status to Assign Insightly Owner

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Recurly Subscription to Assign Insightly Owner to Create Salesforce Opportunity

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Recurly Subscription to Assign Salesforce Lead to Assign Insightly Task

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Recurly Subscription to Assign Salesforce Lead to Create Insightly Project

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Recurly Subscription to Update Salesforce Field to Create Insightly Project

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Recurly Subscription to Update Salesforce Field to Assign Insightly Task

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Showing 20 journey ideas for Recurly, Insightly and Salesforce

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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Insightly integration and the Salesforce 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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

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.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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 Salesforce.