Recurly + Forms + Custom Fields integration

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

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

Recurly Subscription to Has Submitted Form to Update Field

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Recurly Subscription to Has Submitted Form to Update Field

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Showing 2 journey ideas for Recurly, Forms and Custom Fields

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 Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Forms integration and the Custom Fields integration.

Journey Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Form Submitted
Add a contact to a journey when they submit a form.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).

Conditions

Has Submitted Form
Check if a contact has previously submitted a specific form.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Update Field
Update a 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, Forms and Custom Fields.