Recurly + Salesforce + Close.io integration

Use Autopilot to create journeys that use the Recurly, Salesforce and Close.io integrations.

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Marketing Automation ideas to integrate Recurly, Salesforce and Close.io.

Recurly Subscription to Check Close.io Field to Add Salesforce Task

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Recurly Subscription to Create Close.io Opportunity to Set Salesforce Campaign Member Status

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Recurly Subscription to Assign Close.io Task to Set Salesforce Campaign Member Status

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Recurly Subscription to Create Salesforce Opportunity to Create Close.io Opportunity

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Recurly Subscription to Check Close.io Field to Update Salesforce Field

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Recurly Subscription to Assign Salesforce Lead to Group to Update Close.io Field

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Recurly Subscription to Check Salesforce Field to Assign Close.io Task

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Recurly Subscription to Assign Close.io Lead to Create Salesforce Opportunity

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Recurly Subscription to Assign Salesforce Lead to Create Close.io Opportunity

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Recurly Subscription to Check Salesforce Field to Create Close.io Opportunity

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Recurly Subscription to Create Close.io Opportunity to Assign Salesforce Lead to Group

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Recurly Subscription to Update Salesforce Field to Update Close.io Field

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Recurly Subscription to Create Salesforce Opportunity to Update Close.io Opportunity Stage

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Recurly Subscription to Assign Salesforce Lead to Group to Assign Close.io Task

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Recurly Subscription to Check Salesforce Field to Update Close.io Field

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Recurly Subscription to Update Salesforce Field to Update Close.io Opportunity Stage

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Recurly Subscription to Check Salesforce Campaign Member Status to Update Close.io Field

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Recurly Subscription to Assign Close.io Lead to Assign Salesforce Lead to Group

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Recurly Subscription to Create Salesforce Opportunity to Assign Close.io Task

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Recurly Subscription to Update Close.io Field to Add Salesforce Task

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Showing 20 journey ideas for Recurly, Salesforce and Close.io

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 Salesforce integration

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.

About the Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Salesforce integration and the Close.io integration.

Journey 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 meets your criteria (e.g. contains a particular word).
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io 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.
Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey 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.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.

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, Salesforce and Close.io.