Recurly + Salesforce + Lists integration

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

Marketing Automation ideas to integrate Recurly, Salesforce and Lists.

Recurly Subscription to Create Salesforce Opportunity to Add to List

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Recurly Subscription to Create Salesforce Opportunity to Remove From List

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Recurly Subscription to Assign Salesforce Lead to Add to List

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Recurly Subscription to Assign Salesforce Lead to Remove From List

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Recurly Subscription to Set Salesforce Campaign Member Status to Add to List

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Recurly Subscription to Set Salesforce Campaign Member Status to Remove From List

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Recurly Subscription to Add Salesforce Task to Add to List

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Recurly Subscription to Add Salesforce Task to Remove From List

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Recurly Subscription to Check Salesforce Field to Add to List

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Recurly Subscription to Check Salesforce Field to Remove From List

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Recurly Subscription to Check Salesforce Campaign Member Status to Add to List

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Recurly Subscription to Check Salesforce Campaign Member Status to Remove From List

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Recurly Subscription to Assign Salesforce Lead to Group to Add to List

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Recurly Subscription to Assign Salesforce Lead to Group to Remove From List

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Recurly Subscription to Update Salesforce Field to Add to List

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Recurly Subscription to Update Salesforce Field to Remove From List

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Recurly Subscription to Add to List to Create Salesforce Opportunity

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Recurly Subscription to Add to List to Assign Salesforce Lead

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Recurly Subscription to Add to List to Set Salesforce Campaign Member Status

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Recurly Subscription to Add to List to Add Salesforce Task

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Recurly Subscription to Add to List to Assign Salesforce Lead to Group

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Recurly Subscription to Add to List to Update Salesforce Field

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Recurly Subscription to Is on List or Segment to Create Salesforce Opportunity

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Recurly Subscription to Is on List or Segment to Assign Salesforce Lead

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Recurly Subscription to Is on List or Segment to Set Salesforce Campaign Member Status

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Recurly Subscription to Is on List or Segment to Add Salesforce Task

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Recurly Subscription to Is on List or Segment to Assign Salesforce Lead to Group

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Recurly Subscription to Is on List or Segment to Update Salesforce Field

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Recurly Subscription to Remove From List to Create Salesforce Opportunity

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Recurly Subscription to Remove From List to Assign Salesforce Lead

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Recurly Subscription to Remove From List to Set Salesforce Campaign Member Status

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Recurly Subscription to Remove From List to Add Salesforce Task

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Recurly Subscription to Remove From List to Assign Salesforce Lead to Group

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Recurly Subscription to Remove From List to Update Salesforce Field

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Recurly Subscription to Check Lead Status to Create Salesforce Opportunity

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Recurly Subscription to Check Lead Status to Assign Salesforce Lead

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Recurly Subscription to Check Lead Status to Set Salesforce Campaign Member Status

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Recurly Subscription to Check Lead Status to Add Salesforce Task

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Recurly Subscription to Check Lead Status to Assign Salesforce Lead to Group

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Recurly Subscription to Check Lead Status to Update Salesforce Field

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Recurly Subscription to Check Salesforce Field to Add to List

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Recurly Subscription to Remove From List to Add Salesforce Task

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Recurly Subscription to Check Salesforce Field to Remove From List

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Recurly Subscription to Add to List to Update Salesforce Field

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Recurly Subscription to Check Lead Status to Set Salesforce Campaign Member Status

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Recurly Subscription to Is on List or Segment to Assign Salesforce Lead to Group

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Recurly Subscription to Create Salesforce Opportunity to Add to List

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Recurly Subscription to Assign Salesforce Lead to Group to Add to List

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Recurly Subscription to Remove From List to Assign Salesforce Lead

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Recurly Subscription to Remove From List to Create Salesforce Opportunity

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Recurly Subscription to Check Lead Status to Assign Salesforce Lead

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Recurly Subscription to Assign Salesforce Lead to Remove From List

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Recurly Subscription to Create Salesforce Opportunity to Remove From List

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Recurly Subscription to Is on List or Segment to Add Salesforce Task

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Recurly Subscription to Is on List or Segment to Set Salesforce Campaign Member Status

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Recurly Subscription to Set Salesforce Campaign Member Status to Remove From List

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Recurly Subscription to Add Salesforce Task to Remove From List

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Recurly Subscription to Add to List to Create Salesforce Opportunity

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Recurly Subscription to Check Lead Status to Update Salesforce Field

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Recurly Subscription to Add to List to Assign Salesforce Lead

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Showing 60 journey ideas for Recurly, Salesforce and Lists

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Salesforce integration and the Lists 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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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 to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Lists.