Recurly + Salesforce + Forms integration
Use Autopilot to create journeys that use the Recurly, Salesforce and Forms integrations.
Marketing Automation ideas to integrate Recurly, Salesforce and Forms.
Recurly Subscription to Has Submitted Form to Create Salesforce Opportunity
Recurly Subscription to Has Submitted Form to Assign Salesforce Lead
Recurly Subscription to Has Submitted Form to Set Salesforce Campaign Member Status
Recurly Subscription to Has Submitted Form to Add Salesforce Task
Recurly Subscription to Has Submitted Form to Assign Salesforce Lead to Group
Recurly Subscription to Has Submitted Form to Update Salesforce Field
Recurly Subscription to Has Submitted Form to Create Salesforce Opportunity
Recurly Subscription to Has Submitted Form to Assign Salesforce Lead
Recurly Subscription to Has Submitted Form to Update Salesforce Field
Recurly Subscription to Has Submitted Form to Assign Salesforce Lead to Group
Recurly Subscription to Has Submitted Form to Set Salesforce Campaign Member Status
Recurly Subscription to Has Submitted Form to Add Salesforce Task
Showing 12 journey ideas for Recurly, Salesforce and Forms
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 Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Recurly integration, Salesforce integration and the Forms 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).
Form Submitted
Add a contact to a journey when they submit a form.
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.
Has Submitted Form
Check if a contact has previously submitted a specific form.
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.
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 Forms.
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