Recurly + Custom Fields + Salesforce integration

Use Autopilot to create journeys that use the Recurly, Custom Fields and Salesforce integrations.

Marketing Automation ideas to integrate Recurly, Custom Fields and Salesforce.

Recurly Subscription to Update Field to Create Salesforce Opportunity

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Recurly Subscription to Update Field to Assign Salesforce Lead

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Recurly Subscription to Update Field to Set Salesforce Campaign Member Status

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Recurly Subscription to Update Field to Add Salesforce Task

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Recurly Subscription to Update Field to Assign Salesforce Lead to Group

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Recurly Subscription to Update Field to Update Salesforce Field

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Recurly Subscription to Check Field to Create Salesforce Opportunity

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Recurly Subscription to Check Field to Assign Salesforce Lead

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Recurly Subscription to Check Field to Set Salesforce Campaign Member Status

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Recurly Subscription to Check Field to Add Salesforce Task

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Recurly Subscription to Check Field to Assign Salesforce Lead to Group

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Recurly Subscription to Check Field to Update Salesforce Field

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Recurly Subscription to Create Salesforce Opportunity to Update Field

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Recurly Subscription to Assign Salesforce Lead to Update Field

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Recurly Subscription to Set Salesforce Campaign Member Status to Update Field

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Recurly Subscription to Add Salesforce Task to Update Field

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Recurly Subscription to Check Salesforce Field to Update Field

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Recurly Subscription to Check Salesforce Campaign Member Status to Update Field

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Recurly Subscription to Assign Salesforce Lead to Group to Update Field

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Recurly Subscription to Update Salesforce Field to Update Field

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Recurly Subscription to Update Field to Assign Salesforce Lead to Group

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Recurly Subscription to Check Field to Add Salesforce Task

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Recurly Subscription to Assign Salesforce Lead to Update Field

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Recurly Subscription to Update Field to Set Salesforce Campaign Member Status

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Recurly Subscription to Update Salesforce Field to Update Field

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Recurly Subscription to Update Field to Create Salesforce Opportunity

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Recurly Subscription to Check Field to Assign Salesforce Lead

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Recurly Subscription to Check Field to Create Salesforce Opportunity

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Recurly Subscription to Update Field to Add Salesforce Task

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Recurly Subscription to Assign Salesforce Lead to Group to Update Field

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Recurly Subscription to Check Salesforce Field to Update Field

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Recurly Subscription to Create Salesforce Opportunity to Update Field

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Recurly Subscription to Set Salesforce Campaign Member Status to Update Field

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Recurly Subscription to Check Field to Assign Salesforce Lead to Group

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Recurly Subscription to Check Field to Set Salesforce Campaign Member Status

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Recurly Subscription to Add Salesforce Task to Update Field

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Recurly Subscription to Update Field to Update Salesforce Field

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Recurly Subscription to Check Field to Update Salesforce Field

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Recurly Subscription to Update Field to Assign Salesforce Lead

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Recurly Subscription to Check Salesforce Campaign Member Status to Update Field

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Showing 40 journey ideas for Recurly, Custom Fields and Salesforce

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 Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

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 Recurly integration, Custom Fields integration and the Salesforce integration.

Journey Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
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 Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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

Update Field
Update a field to a specific value.
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 Recurly, Custom Fields and Salesforce.