Recurly + Lists + Insightly integration
Use Autopilot to create journeys that use the Recurly, Lists and Insightly integrations.
Upcoming
Marketing Automation ideas to integrate Recurly, Lists and Insightly.
Recurly Subscription to Remove From List to Update Insightly Contact Field
Recurly Subscription to Is on List or Segment to Assign Insightly Task
Recurly Subscription to Create Insightly Project to Remove From List
Recurly Subscription to Assign Insightly Owner to Remove From List
Recurly Subscription to Check Lead Status to Assign Insightly Owner
Recurly Subscription to Check Lead Status to Update Insightly Contact Field
Recurly Subscription to Check Lead Status to Create Insightly Project
Recurly Subscription to Assign Insightly Task to Add to List
Recurly Subscription to Add to List to Assign Insightly Task
Recurly Subscription to Add to List to Create Insightly Project
Recurly Subscription to Is on List or Segment to Assign Insightly Owner
Recurly Subscription to Add to List to Update Insightly Contact Field
Recurly Subscription to Is on List or Segment to Update Insightly Contact Field
Recurly Subscription to Update Insightly Contact Field to Remove From List
Recurly Subscription to Remove From List to Assign Insightly Owner
Recurly Subscription to Add to List to Assign Insightly Owner
Recurly Subscription to Assign Insightly Owner to Add to List
Recurly Subscription to Remove From List to Create Insightly Project
Recurly Subscription to Create Insightly Project to Add to List
Recurly Subscription to Assign Insightly Task to Remove From List
Showing 20 journey ideas for Recurly, Lists and Insightly
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 Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Recurly integration, Lists integration and the Insightly integration.
Journey Triggers
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Conditions
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
Journey Actions
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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.
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, Lists and Insightly.
Sort by
Sort by
Browse categories
Browse categories
- All
- Forms
- Ads
- CRM
- SMS
- E-Commerce
- API
- Lead Nurturing
- Email Marketing
- Optimization & Testing
- Support & Helpdesk
- Surveys & NPS
- Print Mail
- Events & Webinars
- Analytics & Events
- Website CMS & Landing Page Builders
- Productivity
- Electronic Signatures and Document Management
- Live Chat and Messaging
- Internal Notifications
