Recurly + Salesforce + Zendesk integration

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

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Marketing Automation ideas to integrate Recurly, Salesforce and Zendesk.

Recurly Subscription to Assign Salesforce Lead to Group to Submit New Zendesk Ticket

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Recurly Subscription to Assign Salesforce Lead to Submit New Zendesk Ticket

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Recurly Subscription to Submit New Zendesk Ticket to Assign Salesforce Lead

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Recurly Subscription to Update Salesforce Field to Submit New Zendesk Ticket

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Recurly Subscription to Set Salesforce Campaign Member Status to Submit New Zendesk Ticket

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Recurly Subscription to Zendesk Ticket Status to Update Salesforce Field

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Recurly Subscription to Submit New Zendesk Ticket to Update Salesforce Field

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

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Recurly Subscription to Submit New Zendesk Ticket to Assign Salesforce Lead to Group

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Recurly Subscription to Check Salesforce Field to Submit New Zendesk Ticket

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Recurly Subscription to Zendesk Ticket Status to Add Salesforce Task

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Recurly Subscription to Add Salesforce Task to Submit New Zendesk Ticket

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Recurly Subscription to Submit New Zendesk Ticket to Set Salesforce Campaign Member Status

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Recurly Subscription to Submit New Zendesk Ticket to Create Salesforce Opportunity

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Recurly Subscription to Zendesk Ticket Status to Assign Salesforce Lead

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Recurly Subscription to Zendesk Ticket Status to Create Salesforce Opportunity

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Recurly Subscription to Create Salesforce Opportunity to Submit New Zendesk Ticket

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

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Recurly Subscription to Submit New Zendesk Ticket to Add Salesforce Task

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Recurly Subscription to Check Salesforce Campaign Member Status to Submit New Zendesk Ticket

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Showing 20 journey ideas for Recurly, Salesforce and Zendesk

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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Salesforce integration and the Zendesk 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).
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

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.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.

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 Zendesk.