Recurly + Salesforce + Hubspot CRM integration
Use Autopilot to create journeys that use the Recurly, Salesforce and Hubspot CRM integrations.
Marketing Automation ideas to integrate Recurly, Salesforce and Hubspot CRM.
Recurly Subscription to Create Salesforce Opportunity to Add HubSpot CRM Deal
Recurly Subscription to Create Salesforce Opportunity to Update HubSpot CRM Deal Stage
Recurly Subscription to Create Salesforce Opportunity to Update HubSpot Contact Field
Recurly Subscription to Assign Salesforce Lead to Add HubSpot CRM Deal
Recurly Subscription to Assign Salesforce Lead to Update HubSpot CRM Deal Stage
Recurly Subscription to Assign Salesforce Lead to Update HubSpot Contact Field
Recurly Subscription to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal
Recurly Subscription to Set Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
Recurly Subscription to Set Salesforce Campaign Member Status to Update HubSpot Contact Field
Recurly Subscription to Add Salesforce Task to Add HubSpot CRM Deal
Recurly Subscription to Add Salesforce Task to Update HubSpot CRM Deal Stage
Recurly Subscription to Add Salesforce Task to Update HubSpot Contact Field
Recurly Subscription to Check Salesforce Field to Add HubSpot CRM Deal
Recurly Subscription to Check Salesforce Field to Update HubSpot CRM Deal Stage
Recurly Subscription to Check Salesforce Field to Update HubSpot Contact Field
Recurly Subscription to Check Salesforce Campaign Member Status to Add HubSpot CRM Deal
Recurly Subscription to Check Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
Recurly Subscription to Check Salesforce Campaign Member Status to Update HubSpot Contact Field
Recurly Subscription to Assign Salesforce Lead to Group to Add HubSpot CRM Deal
Recurly Subscription to Assign Salesforce Lead to Group to Update HubSpot CRM Deal Stage
Recurly Subscription to Assign Salesforce Lead to Group to Update HubSpot Contact Field
Recurly Subscription to Update Salesforce Field to Add HubSpot CRM Deal
Recurly Subscription to Update Salesforce Field to Update HubSpot CRM Deal Stage
Recurly Subscription to Update Salesforce Field to Update HubSpot Contact Field
Recurly Subscription to Add HubSpot CRM Deal to Create Salesforce Opportunity
Recurly Subscription to Add HubSpot CRM Deal to Assign Salesforce Lead
Recurly Subscription to Add HubSpot CRM Deal to Set Salesforce Campaign Member Status
Recurly Subscription to Add HubSpot CRM Deal to Add Salesforce Task
Recurly Subscription to Add HubSpot CRM Deal to Assign Salesforce Lead to Group
Recurly Subscription to Add HubSpot CRM Deal to Update Salesforce Field
Recurly Subscription to Update HubSpot CRM Deal Stage to Create Salesforce Opportunity
Recurly Subscription to Update HubSpot CRM Deal Stage to Assign Salesforce Lead
Recurly Subscription to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
Recurly Subscription to Update HubSpot CRM Deal Stage to Add Salesforce Task
Recurly Subscription to Update HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
Recurly Subscription to Update HubSpot CRM Deal Stage to Update Salesforce Field
Recurly Subscription to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity
Recurly Subscription to Check HubSpot CRM Deal Stage to Assign Salesforce Lead
Recurly Subscription to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
Recurly Subscription to Check HubSpot CRM Deal Stage to Add Salesforce Task
Recurly Subscription to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
Recurly Subscription to Check HubSpot CRM Deal Stage to Update Salesforce Field
Recurly Subscription to Update HubSpot Contact Field to Create Salesforce Opportunity
Recurly Subscription to Update HubSpot Contact Field to Assign Salesforce Lead
Recurly Subscription to Update HubSpot Contact Field to Set Salesforce Campaign Member Status
Recurly Subscription to Update HubSpot Contact Field to Add Salesforce Task
Recurly Subscription to Update HubSpot Contact Field to Assign Salesforce Lead to Group
Recurly Subscription to Update HubSpot Contact Field to Update Salesforce Field
Recurly Subscription to Set Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
Recurly Subscription to Set Salesforce Campaign Member Status to Update HubSpot Contact Field
Recurly Subscription to Check HubSpot CRM Deal Stage to Add Salesforce Task
Recurly Subscription to Update Salesforce Field to Update HubSpot CRM Deal Stage
Recurly Subscription to Update HubSpot Contact Field to Set Salesforce Campaign Member Status
Recurly Subscription to Update HubSpot Contact Field to Update Salesforce Field
Recurly Subscription to Check HubSpot CRM Deal Stage to Update Salesforce Field
Recurly Subscription to Add HubSpot CRM Deal to Set Salesforce Campaign Member Status
Recurly Subscription to Update HubSpot Contact Field to Add Salesforce Task
Recurly Subscription to Update HubSpot CRM Deal Stage to Add Salesforce Task
Recurly Subscription to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal
Recurly Subscription to Assign Salesforce Lead to Add HubSpot CRM Deal
Recurly Subscription to Update Salesforce Field to Update HubSpot Contact Field
Recurly Subscription to Update HubSpot CRM Deal Stage to Update Salesforce Field
Recurly Subscription to Assign Salesforce Lead to Group to Add HubSpot CRM Deal
Recurly Subscription to Assign Salesforce Lead to Group to Update HubSpot Contact Field
Recurly Subscription to Update HubSpot Contact Field to Assign Salesforce Lead to Group
Recurly Subscription to Assign Salesforce Lead to Update HubSpot Contact Field
Recurly Subscription to Assign Salesforce Lead to Group to Update HubSpot CRM Deal Stage
Recurly Subscription to Check Salesforce Field to Update HubSpot CRM Deal Stage
Showing 68 journey ideas for Recurly, Salesforce and Hubspot CRM
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 Hubspot CRM integration
Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Recurly integration, Salesforce integration and the Hubspot CRM 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).
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
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.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact 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 Hubspot CRM.
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