Recurly + Insightly + SurveyMonkey integration

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

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Marketing Automation ideas to integrate Recurly, Insightly and SurveyMonkey.

Recurly Subscription to Assign Insightly Task to Send SurveyMonkey Survey

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Recurly Subscription to Send SurveyMonkey Survey to Assign Insightly Owner

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Recurly Subscription to Send SurveyMonkey Survey to Assign Insightly Task

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Recurly Subscription to Send SurveyMonkey Survey to Create Insightly Project

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Recurly Subscription to Send SurveyMonkey Survey to Update Insightly Contact Field

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Recurly Subscription to Update Insightly Contact Field to Send SurveyMonkey Survey

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Recurly Subscription to Assign Insightly Owner to Send SurveyMonkey Survey

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Recurly Subscription to Create Insightly Project to Send SurveyMonkey Survey

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Showing 8 journey ideas for Recurly, Insightly and SurveyMonkey

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 SurveyMonkey integration

SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Insightly integration and the SurveyMonkey 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.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.

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 SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in 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 SurveyMonkey.