Recurly + Salesforce Integration

Use Autopilot to automate and integrate Recurly and Salesforce.

Marketing Automation ideas to integrate Recurly and Salesforce

Recurly Subscription to Update Field to Set Salesforce Campaign Member Status

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Recurly Subscription to Create Salesforce Opportunity

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Recurly Subscription to Set Salesforce Campaign Member Status to Update Field

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Recurly Subscription to Update Salesforce Field to Update Field

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Recurly Subscription to Set Salesforce Campaign Member Status

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Recurly Subscription to Send Delighted NPS Survey to Assign Salesforce Lead

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Recurly Subscription to Add Trello Card to Update Salesforce Field

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Recurly Subscription to Add Trello Card

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Recurly Subscription to Assign Salesforce Lead to Group

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Recurly Subscription to Update Salesforce Field

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Recurly Subscription to Assign Salesforce Lead to Update Field

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Recurly Subscription to Assign Salesforce Lead to Group

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Recurly Subscription to Assign Salesforce Lead to Group

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Recurly Subscription to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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Recurly Subscription to Send Delighted NPS Survey

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Recurly Subscription to Set Salesforce Campaign Member Status to Send Segment Event

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Time Trigger to Add Salesforce Task

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Recurly Subscription to Assign Salesforce Lead

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Recurly Subscription to Add Salesforce Task

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Recurly Subscription to Check Salesforce Field to Add Trello Card

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Showing 20 of 403 Marketing Automation ideas using Autopilot's Recurly and Salesforce 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 Salesforce

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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 and Salesforce.