Recurly + Salesforce + Segment integration

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

Marketing Automation ideas to integrate Recurly, Salesforce and Segment.

Recurly Subscription to Create Salesforce Opportunity to Send Segment Event

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Recurly Subscription to Assign Salesforce Lead to Send Segment Event

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Recurly Subscription to Set Salesforce Campaign Member Status to Send Segment Event

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Recurly Subscription to Add Salesforce Task to Send Segment Event

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Recurly Subscription to Check Salesforce Field to Send Segment Event

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Recurly Subscription to Check Salesforce Campaign Member Status to Send Segment Event

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Recurly Subscription to Assign Salesforce Lead to Group to Send Segment Event

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Recurly Subscription to Update Salesforce Field to Send Segment Event

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Recurly Subscription to Send Segment Event to Create Salesforce Opportunity

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Recurly Subscription to Send Segment Event to Assign Salesforce Lead

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Recurly Subscription to Send Segment Event to Set Salesforce Campaign Member Status

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Recurly Subscription to Send Segment Event to Add Salesforce Task

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Recurly Subscription to Send Segment Event to Assign Salesforce Lead to Group

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Recurly Subscription to Send Segment Event to Update Salesforce Field

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Recurly Subscription to Create Salesforce Opportunity to Send Segment Event

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Recurly Subscription to Add Salesforce Task to Send Segment Event

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Recurly Subscription to Send Segment Event to Update Salesforce Field

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Recurly Subscription to Send Segment Event to Add Salesforce Task

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Recurly Subscription to Set Salesforce Campaign Member Status to Send Segment Event

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Recurly Subscription to Assign Salesforce Lead to Group to Send Segment Event

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Recurly Subscription to Check Salesforce Field to Send Segment Event

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Recurly Subscription to Send Segment Event to Set Salesforce Campaign Member Status

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Recurly Subscription to Update Salesforce Field to Send Segment Event

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Recurly Subscription to Send Segment Event to Assign Salesforce Lead

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Recurly Subscription to Assign Salesforce Lead to Send Segment Event

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Recurly Subscription to Check Salesforce Campaign Member Status to Send Segment Event

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Recurly Subscription to Send Segment Event to Assign Salesforce Lead to Group

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Recurly Subscription to Send Segment Event to Create Salesforce Opportunity

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Showing 28 journey ideas for Recurly, Salesforce and Segment

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 Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Salesforce integration and the Segment 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).
Segment Event
Add a contact to a journey when they perform a Segment event.

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.

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 Segment Event
Send a contextual Segment Event.

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 Segment.