Segment + Recurly + Salesforce integration
Use Autopilot to create journeys that use the Segment, Recurly and Salesforce integrations.
Marketing Automation ideas to integrate Segment, Recurly and Salesforce.
Recurly Subscription to Send Segment Event to Create Salesforce Opportunity
Recurly Subscription to Send Segment Event to Assign Salesforce Lead
Recurly Subscription to Send Segment Event to Set Salesforce Campaign Member Status
Recurly Subscription to Send Segment Event to Add Salesforce Task
Recurly Subscription to Send Segment Event to Assign Salesforce Lead to Group
Recurly Subscription to Send Segment Event to Update Salesforce Field
Recurly Subscription to Create Salesforce Opportunity to Send Segment Event
Recurly Subscription to Assign Salesforce Lead to Send Segment Event
Recurly Subscription to Set Salesforce Campaign Member Status to Send Segment Event
Recurly Subscription to Add Salesforce Task to Send Segment Event
Recurly Subscription to Check Salesforce Field to Send Segment Event
Recurly Subscription to Check Salesforce Campaign Member Status to Send Segment Event
Recurly Subscription to Assign Salesforce Lead to Group to Send Segment Event
Recurly Subscription to Update Salesforce Field to Send Segment Event
Recurly Subscription to Add Salesforce Task to Send Segment Event
Recurly Subscription to Send Segment Event to Set Salesforce Campaign Member Status
Recurly Subscription to Send Segment Event to Assign Salesforce Lead to Group
Recurly Subscription to Send Segment Event to Assign Salesforce Lead
Recurly Subscription to Send Segment Event to Update Salesforce Field
Recurly Subscription to Check Salesforce Field to Send Segment Event
Recurly Subscription to Set Salesforce Campaign Member Status to Send Segment Event
Recurly Subscription to Assign Salesforce Lead to Send Segment Event
Recurly Subscription to Check Salesforce Campaign Member Status to Send Segment Event
Recurly Subscription to Send Segment Event to Add Salesforce Task
Recurly Subscription to Send Segment Event to Create Salesforce Opportunity
Recurly Subscription to Create Salesforce Opportunity to Send Segment Event
Recurly Subscription to Update Salesforce Field to Send Segment Event
Recurly Subscription to Assign Salesforce Lead to Group to Send Segment Event
Showing 28 journey ideas for Segment, Recurly and Salesforce
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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Segment integration, Recurly integration and the Salesforce integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
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).
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
Send Segment Event
Send a contextual Segment Event.
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.
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 Segment, Recurly and Salesforce.
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