Recurly + Lead Scoring + Close.io integration
Use Autopilot to create journeys that use the Recurly, Lead Scoring and Close.io integrations.
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Marketing Automation ideas to integrate Recurly, Lead Scoring and Close.io.
Recurly Subscription to Change Score to Assign Close.io Task
Recurly Subscription to Check Close.io Opportunity Status to Change Score
Recurly Subscription to Change Score to Update Close.io Field
Recurly Subscription to Update Close.io Field to Change Score
Recurly Subscription to Assign Close.io Lead to Change Score
Recurly Subscription to Change Score to Assign Close.io Lead
Recurly Subscription to Update Close.io Opportunity Stage to Change Score
Recurly Subscription to Assign Close.io Task to Change Score
Recurly Subscription to Change Score to Create Close.io Opportunity
Recurly Subscription to Check Close.io Field to Change Score
Recurly Subscription to Create Close.io Opportunity to Change Score
Recurly Subscription to Change Score to Update Close.io Opportunity Stage
Showing 12 journey ideas for Recurly, Lead Scoring and Close.io
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 Lead Scoring integration
Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.
About the Close.io integration
Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Recurly integration, Lead Scoring integration and the Close.io integration.
Journey Triggers
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).
Conditions
Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Change Score
Increases or decrease a number field by a specific amount.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.
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, Lead Scoring and Close.io.
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