Recurly + Pipedrive Integration

Use Autopilot to automate and integrate Recurly and Pipedrive.

Marketing Automation ideas to integrate Recurly and Pipedrive

Recurly Subscription to Update Pipedrive Person Field to Add Salesforce Task

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Recurly Subscription to AB Split

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Recurly Subscription to Send Slack Message to Update Pipedrive Deal Stage

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Recurly Subscription to Assign Pipedrive Person Owner

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Recurly Subscription to Add Salesforce Task to Schedule Pipedrive Activity

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Recurly Subscription to Update Pipedrive Person Field

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Email Activity to Update Pipedrive Deal Stage

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Recurly Subscription to Update Pipedrive Person Field

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Recurly Subscription to Check Delighted NPS Response to Add a Pipedrive Deal

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Recurly Subscription to Assign Pipedrive Person Owner to AB Split

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Recurly Subscription to AB Split to Update Pipedrive Person Field

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Recurly Subscription to Add a Pipedrive Deal

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Recurly Subscription to Add Salesforce Task to Update Pipedrive Deal Stage

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Recurly Subscription to Add Salesforce Task

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Recurly Subscription to Update Pipedrive Person Field

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Recurly Subscription to Check Pipedrive Deal Stage to Add Salesforce Task

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Person Field Changed to Send Slack Message

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Recurly Subscription to Assign Pipedrive Person Owner

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Recurly Subscription to Add a Pipedrive Deal

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Recurly Subscription to Has Submitted Typeform to Update Pipedrive Deal Stage

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Showing 20 of 454 Marketing Automation ideas using Autopilot's Recurly and Pipedrive integration.

About Recurly

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 Pipedrive

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 Recurly integration.

Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Person Field Changed
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Status Changed
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Pipedrive Deal Stage Changed
Triggers main contact to start journey when the deal stage changes on a certain pipeline.

Conditions

Check Pipedrive Person Field
Check the value in a field against a specific value with a true or false outcome.
Check Pipedrive Deal Stage
Check the deal stage with a true or false outcome.

Actions

Update Pipedrive Deal Stage
Updates a deal stage to a certain stage. Updates latest deal against the person.
Schedule Pipedrive Activity
Schedule an activity to a person to complete.
Add a Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
Assign Pipedrive Person Owner
Assigns an owner to a person in Pipedrive.
Update Pipedrive Person Field
Updates a person field to a certain value or a value from another field.

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 and Pipedrive.