Salesforce + Lead Scoring + Recurly integration

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

Marketing Automation ideas to integrate Salesforce, Lead Scoring and Recurly.

Recurly Subscription to Create Salesforce Opportunity to Change Score

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Recurly Subscription to Assign Salesforce Lead to Change Score

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Recurly Subscription to Set Salesforce Campaign Member Status to Change Score

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Recurly Subscription to Add Salesforce Task to Change Score

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Recurly Subscription to Check Salesforce Field to Change Score

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Recurly Subscription to Check Salesforce Campaign Member Status to Change Score

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Recurly Subscription to Assign Salesforce Lead to Group to Change Score

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Recurly Subscription to Update Salesforce Field to Change Score

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Recurly Subscription to Change Score to Create Salesforce Opportunity

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Recurly Subscription to Change Score to Assign Salesforce Lead

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Recurly Subscription to Change Score to Set Salesforce Campaign Member Status

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Recurly Subscription to Change Score to Add Salesforce Task

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Recurly Subscription to Change Score to Assign Salesforce Lead to Group

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Recurly Subscription to Change Score to Update Salesforce Field

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Salesforce Campaign Trigger to Change Score to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Change Score to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Add Salesforce Task to Change Score

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Change Score

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Salesforce Campaign Trigger to Check Salesforce Field to Change Score

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Salesforce Field Changed to Change Score to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Assign Salesforce Lead to Change Score

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Recurly Subscription to Change Score to Update Salesforce Field

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Change Score

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Salesforce Field Changed to Create Salesforce Opportunity to Change Score

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Salesforce Field Changed to Change Score to Assign Salesforce Lead

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Salesforce Field Changed to Assign Salesforce Lead to Change Score

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Salesforce Field Changed to Check Salesforce Field to Change Score

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Change Score

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Salesforce Campaign Trigger to Change Score to Assign Salesforce Lead

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Recurly Subscription to Add Salesforce Task to Change Score

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Change Score

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Salesforce Field Changed to Change Score to Add Salesforce Task

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Change Score

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Salesforce Field Changed to Add Salesforce Task to Change Score

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Showing 34 journey ideas for Salesforce, Lead Scoring and Recurly

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 Lead Scoring integration

Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lead Scoring integration and the Recurly integration.

Journey Triggers

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).
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.

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.
Change Score
Increases or decrease a number field by a specific amount.

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 Salesforce, Lead Scoring and Recurly.