Recurly + Salesforce + Email integration
Use Autopilot to create journeys that use the Recurly, Salesforce and Email integrations.
Marketing Automation ideas to integrate Recurly, Salesforce and Email.
Recurly Subscription to Create Salesforce Opportunity to Send Email
Recurly Subscription to Assign Salesforce Lead to Send Email
Recurly Subscription to Set Salesforce Campaign Member Status to Send Email
Recurly Subscription to Add Salesforce Task to Send Email
Recurly Subscription to Check Salesforce Field to Send Email
Recurly Subscription to Check Salesforce Campaign Member Status to Send Email
Recurly Subscription to Assign Salesforce Lead to Group to Send Email
Recurly Subscription to Update Salesforce Field to Send Email
Recurly Subscription to Check Email Status to Create Salesforce Opportunity
Recurly Subscription to Check Email Status to Assign Salesforce Lead
Recurly Subscription to Check Email Status to Set Salesforce Campaign Member Status
Recurly Subscription to Check Email Status to Add Salesforce Task
Recurly Subscription to Check Email Status to Assign Salesforce Lead to Group
Recurly Subscription to Check Email Status to Update Salesforce Field
Recurly Subscription to Send Email to Create Salesforce Opportunity
Recurly Subscription to Send Email to Assign Salesforce Lead
Recurly Subscription to Send Email to Set Salesforce Campaign Member Status
Recurly Subscription to Send Email to Add Salesforce Task
Recurly Subscription to Send Email to Assign Salesforce Lead to Group
Recurly Subscription to Send Email to Update Salesforce Field
Recurly Subscription to Check Email Status to Update Salesforce Field
Recurly Subscription to Send Email to Assign Salesforce Lead to Group
Recurly Subscription to Add Salesforce Task to Send Email
Recurly Subscription to Create Salesforce Opportunity to Send Email
Recurly Subscription to Set Salesforce Campaign Member Status to Send Email
Recurly Subscription to Send Email to Set Salesforce Campaign Member Status
Recurly Subscription to Send Email to Assign Salesforce Lead
Recurly Subscription to Assign Salesforce Lead to Group to Send Email
Recurly Subscription to Check Email Status to Add Salesforce Task
Recurly Subscription to Check Salesforce Field to Send Email
Recurly Subscription to Assign Salesforce Lead to Send Email
Recurly Subscription to Update Salesforce Field to Send Email
Recurly Subscription to Check Email Status to Create Salesforce Opportunity
Recurly Subscription to Check Email Status to Assign Salesforce Lead to Group
Recurly Subscription to Send Email to Add Salesforce Task
Recurly Subscription to Check Email Status to Assign Salesforce Lead
Recurly Subscription to Check Email Status to Set Salesforce Campaign Member Status
Recurly Subscription to Send Email to Update Salesforce Field
Recurly Subscription to Check Salesforce Campaign Member Status to Send Email
Recurly Subscription to Send Email to Create Salesforce Opportunity
Showing 40 journey ideas for Recurly, Salesforce and Email
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 Email integration
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Recurly integration, Salesforce integration and the Email 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).
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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.
Send Email
Send a contact a personalized marketing or transactional email.
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 Email.
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