Recurly + Insightly + Timers integration

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

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Marketing Automation ideas to integrate Recurly, Insightly and Timers.

Recurly Subscription to Assign Insightly Task to Add Delay

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Recurly Subscription to Add Delay to Assign Insightly Owner

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Recurly Subscription to Add Delay to Assign Insightly Task

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Recurly Subscription to Assign Insightly Owner to Add Delay

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Recurly Subscription to Update Insightly Contact Field to Add Delay

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Recurly Subscription to Add Delay to Create Insightly Project

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Recurly Subscription to Add Delay to Update Insightly Contact Field

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Recurly Subscription to Create Insightly Project to Add Delay

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Showing 8 journey ideas for Recurly, Insightly and Timers

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 Timers integration

Timers and delays make it easy to send the right message at the right time. For example, you can use delays to create a drip email sequence with each follow up email sent one day apart. Delays can also be used to wait until a particular time and day, for example you might only want to send emails on business days between 9am and 5pm.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Insightly integration and the Timers 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.
Time Trigger
Add contacts on a list to a journey at a particular date and time.

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 Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.

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 Timers.