Recurly + Salesforce + Freshdesk integration

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

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Marketing Automation ideas to integrate Recurly, Salesforce and Freshdesk.

Recurly Subscription to Freshdesk Update Ticket to Add Salesforce Task

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Recurly Subscription to Check Salesforce Campaign Member Status to Freshdesk Update Ticket

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Recurly Subscription to Freshdesk Ticket Status to Assign Salesforce Lead to Group

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Recurly Subscription to Freshdesk Update Ticket to Create Salesforce Opportunity

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Recurly Subscription to Add Salesforce Task to Freshdesk Update Ticket

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Recurly Subscription to Assign Salesforce Lead to Group to Freshdesk Update Ticket

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Recurly Subscription to Update Salesforce Field to Freshdesk Update Ticket

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Recurly Subscription to Freshdesk Update Ticket to Assign Salesforce Lead

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Recurly Subscription to Assign Salesforce Lead to Freshdesk Update Ticket

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Recurly Subscription to Freshdesk Update Ticket to Set Salesforce Campaign Member Status

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Recurly Subscription to Freshdesk Update Ticket to Update Salesforce Field

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Recurly Subscription to Freshdesk Ticket Status to Add Salesforce Task

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Recurly Subscription to Freshdesk Ticket Status to Update Salesforce Field

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Recurly Subscription to Create Salesforce Opportunity to Freshdesk Update Ticket

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Recurly Subscription to Freshdesk Ticket Status to Assign Salesforce Lead

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Recurly Subscription to Freshdesk Ticket Status to Set Salesforce Campaign Member Status

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Recurly Subscription to Check Salesforce Field to Freshdesk Update Ticket

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Recurly Subscription to Set Salesforce Campaign Member Status to Freshdesk Update Ticket

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Recurly Subscription to Freshdesk Ticket Status to Create Salesforce Opportunity

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Recurly Subscription to Freshdesk Update Ticket to Assign Salesforce Lead to Group

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Showing 20 journey ideas for Recurly, Salesforce and Freshdesk

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Salesforce integration and the Freshdesk 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).
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

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.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.