Recurly + Zendesk + Insightly integration

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

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Marketing Automation ideas to integrate Recurly, Zendesk and Insightly.

Recurly Subscription to Submit New Zendesk Ticket to Assign Insightly Owner

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Recurly Subscription to Update Insightly Contact Field to Submit New Zendesk Ticket

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Recurly Subscription to Zendesk Ticket Status to Assign Insightly Task

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Recurly Subscription to Zendesk Ticket Status to Update Insightly Contact Field

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Recurly Subscription to Zendesk Ticket Status to Create Insightly Project

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Recurly Subscription to Submit New Zendesk Ticket to Assign Insightly Task

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Recurly Subscription to Zendesk Ticket Status to Assign Insightly Owner

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Recurly Subscription to Assign Insightly Task to Submit New Zendesk Ticket

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Recurly Subscription to Submit New Zendesk Ticket to Create Insightly Project

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Recurly Subscription to Create Insightly Project to Submit New Zendesk Ticket

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Recurly Subscription to Submit New Zendesk Ticket to Update Insightly Contact Field

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Recurly Subscription to Assign Insightly Owner to Submit New Zendesk Ticket

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Showing 12 journey ideas for Recurly, Zendesk and Insightly

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 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.

About the Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Zendesk integration and the Insightly integration.

Journey Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

Conditions

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

Journey Actions

Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

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, Zendesk and Insightly.