Recurly + Lead Scoring + Salesforce integration

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

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

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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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 Update Salesforce Field

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Recurly Subscription to Check Salesforce Field 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 Change Score to Set Salesforce Campaign Member Status

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Recurly Subscription to Create Salesforce Opportunity to Change Score

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Recurly Subscription to Update Salesforce Field 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 Change Score to Add Salesforce Task

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Recurly Subscription to Change Score to Create Salesforce Opportunity

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Recurly Subscription to Assign Salesforce Lead 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 Change Score to Assign Salesforce Lead to Group

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Recurly Subscription to Change Score to Assign Salesforce Lead

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Recurly Subscription to Add Salesforce Task to Change Score

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Showing 28 journey ideas for Recurly, Lead Scoring 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 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 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, Lead Scoring integration and the Salesforce integration.

Journey Triggers

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

Change Score
Increases or decrease a number field by a specific amount.
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, Lead Scoring and Salesforce.