Recurly + Lists + Insightly integration

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

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Marketing Automation ideas to integrate Recurly, Lists and Insightly.

Recurly Subscription to Create Insightly Project to Remove From List

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Recurly Subscription to Remove From List to Assign Insightly Owner

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Recurly Subscription to Check Lead Status to Update Insightly Contact Field

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Recurly Subscription to Remove From List to Assign Insightly Task

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Recurly Subscription to Add to List to Assign Insightly Task

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Recurly Subscription to Update Insightly Contact Field to Add to List

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Recurly Subscription to Is on List or Segment to Create Insightly Project

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Recurly Subscription to Check Lead Status to Create Insightly Project

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Recurly Subscription to Remove From List to Update Insightly Contact Field

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Recurly Subscription to Assign Insightly Owner to Add to List

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Recurly Subscription to Is on List or Segment to Update Insightly Contact Field

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Recurly Subscription to Update Insightly Contact Field to Remove From List

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Recurly Subscription to Is on List or Segment to Assign Insightly Task

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Recurly Subscription to Remove From List to Create Insightly Project

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Recurly Subscription to Assign Insightly Task to Remove From List

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Recurly Subscription to Add to List to Assign Insightly Owner

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Recurly Subscription to Create Insightly Project to Add to List

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Recurly Subscription to Check Lead Status to Assign Insightly Task

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Recurly Subscription to Check Lead Status to Assign Insightly Owner

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Recurly Subscription to Is on List or Segment to Assign Insightly Owner

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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.