Recurly + Zendesk + Pipedrive integration

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

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Marketing Automation ideas to integrate Recurly, Zendesk and Pipedrive.

Recurly Subscription to Submit New Zendesk Ticket to Update Pipedrive Deal

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Recurly Subscription to Submit New Zendesk Ticket to Update Pipedrive Person Field

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Recurly Subscription to Check Pipedrive Deal Field to Submit New Zendesk Ticket

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Recurly Subscription to Submit New Zendesk Ticket to Schedule Pipedrive Activity

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Recurly Subscription to Add Pipedrive Note to Submit New Zendesk Ticket

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Recurly Subscription to Submit New Zendesk Ticket to Add Pipedrive Deal

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Recurly Subscription to Submit New Zendesk Ticket to Assign Pipedrive Person Owner

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Recurly Subscription to Submit New Zendesk Ticket to Update Pipedrive Deal Field

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Recurly Subscription to Check Pipedrive Person Field to Submit New Zendesk Ticket

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Recurly Subscription to Zendesk Ticket Status to Schedule Pipedrive Activity

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Recurly Subscription to Update Pipedrive Deal to Submit New Zendesk Ticket

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Recurly Subscription to Zendesk Ticket Status to Add Pipedrive Deal

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Recurly Subscription to Update Pipedrive Deal Field to Submit New Zendesk Ticket

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Recurly Subscription to Check Pipedrive Deal Stage to Submit New Zendesk Ticket

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Recurly Subscription to Assign Pipedrive Person Owner to Submit New Zendesk Ticket

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Recurly Subscription to Update Pipedrive Person Field to Submit New Zendesk Ticket

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Recurly Subscription to Zendesk Ticket Status to Add Pipedrive Note

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Recurly Subscription to Submit New Zendesk Ticket to Add Pipedrive Note

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Recurly Subscription to Add Pipedrive Deal to Submit New Zendesk Ticket

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Recurly Subscription to Schedule Pipedrive Activity to Submit New Zendesk Ticket

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Showing 20 journey ideas for Recurly, Zendesk and Pipedrive

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 Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Zendesk integration and the Pipedrive 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.
Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

Conditions

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal 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, Zendesk and Pipedrive.