Recurly + Lob + Pipedrive integration
Use Autopilot to create journeys that use the Recurly, Lob and Pipedrive integrations.
Marketing Automation ideas to integrate Recurly, Lob and Pipedrive.
Recurly Subscription to Mail Lob Postcard to Update Pipedrive Person Field
Recurly Subscription to Mail Lob Postcard to Update Pipedrive Deal
Recurly Subscription to Mail Lob Postcard to Assign Pipedrive Person Owner
Recurly Subscription to Mail Lob Postcard to Schedule Pipedrive Activity
Recurly Subscription to Mail Lob Postcard to Add Pipedrive Deal
Recurly Subscription to Mail Lob Postcard to Add Pipedrive Note
Recurly Subscription to Mail Lob Postcard to Update Pipedrive Deal Field
Recurly Subscription to Update Pipedrive Person Field to Mail Lob Postcard
Recurly Subscription to Update Pipedrive Deal to Mail Lob Postcard
Recurly Subscription to Check Pipedrive Person Field to Mail Lob Postcard
Recurly Subscription to Check Pipedrive Deal Stage to Mail Lob Postcard
Recurly Subscription to Assign Pipedrive Person Owner to Mail Lob Postcard
Recurly Subscription to Schedule Pipedrive Activity to Mail Lob Postcard
Recurly Subscription to Add Pipedrive Deal to Mail Lob Postcard
Recurly Subscription to Add Pipedrive Note to Mail Lob Postcard
Recurly Subscription to Update Pipedrive Deal Field to Mail Lob Postcard
Recurly Subscription to Check Pipedrive Deal Field to Mail Lob Postcard
Recurly Subscription to Check Pipedrive Deal Stage to Mail Lob Postcard
Recurly Subscription to Mail Lob Postcard to Assign Pipedrive Person Owner
Recurly Subscription to Schedule Pipedrive Activity to Mail Lob Postcard
Recurly Subscription to Update Pipedrive Person Field to Mail Lob Postcard
Recurly Subscription to Mail Lob Postcard to Schedule Pipedrive Activity
Recurly Subscription to Mail Lob Postcard to Add Pipedrive Deal
Recurly Subscription to Add Pipedrive Note to Mail Lob Postcard
Recurly Subscription to Mail Lob Postcard to Update Pipedrive Deal Field
Recurly Subscription to Assign Pipedrive Person Owner to Mail Lob Postcard
Recurly Subscription to Add Pipedrive Deal to Mail Lob Postcard
Recurly Subscription to Update Pipedrive Deal Field to Mail Lob Postcard
Recurly Subscription to Mail Lob Postcard to Update Pipedrive Deal
Recurly Subscription to Mail Lob Postcard to Update Pipedrive Person Field
Recurly Subscription to Check Pipedrive Person Field to Mail Lob Postcard
Recurly Subscription to Mail Lob Postcard to Add Pipedrive Note
Recurly Subscription to Update Pipedrive Deal to Mail Lob Postcard
Recurly Subscription to Check Pipedrive Deal Field to Mail Lob Postcard
Showing 34 journey ideas for Recurly, Lob and Pipedrive
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 Lob integration
Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.
About the Pipedrive integration
Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Recurly integration, Lob integration and the Pipedrive integration.
Journey Triggers
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Conditions
Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Mail Lob Postcard
Send a contact a personalized, physical postcard.
Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.
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, Lob and Pipedrive.
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