Hubspot CRM + Recurly + Zendesk integration
Use Autopilot to create journeys that use the Hubspot CRM, Recurly and Zendesk integrations.
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Marketing Automation ideas to integrate Hubspot CRM, Recurly and Zendesk.
Recurly Subscription to Submit New Zendesk Ticket to Update HubSpot CRM Deal Stage
Recurly Subscription to Update HubSpot CRM Deal Stage to Submit New Zendesk Ticket
Recurly Subscription to Submit New Zendesk Ticket to Update HubSpot Contact Field
Recurly Subscription to Update HubSpot Contact Field to Submit New Zendesk Ticket
Recurly Subscription to Zendesk Ticket Status to Update HubSpot CRM Deal Stage
Recurly Subscription to Zendesk Ticket Status to Update HubSpot Contact Field
Recurly Subscription to Add HubSpot CRM Deal to Submit New Zendesk Ticket
Recurly Subscription to Submit New Zendesk Ticket to Add HubSpot CRM Deal
Recurly Subscription to Check HubSpot CRM Deal Stage to Submit New Zendesk Ticket
Recurly Subscription to Zendesk Ticket Status to Add HubSpot CRM Deal
Showing 10 journey ideas for Hubspot CRM, Recurly and Zendesk
About the Hubspot CRM integration
Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.
About the Recurly integration
Our Recurly integration syncs all of your customer data and invoices allowing you deep insights into your SaaS metrics. We automatically create dashboards which help you gain actionable insights into your customer base. Most importantly, Autopilot lets you take ACTION on this data through email marketing campaigns and playbooks which help you grow your audience and make more money.
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 Hubspot CRM integration, Recurly integration and the Zendesk integration.
Journey Triggers
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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.
Conditions
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Journey Actions
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
