Recurly + Salesforce + Forms integration

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

Marketing Automation ideas to integrate Recurly, Salesforce and Forms.

Recurly Subscription to Has Submitted Form to Create Salesforce Opportunity

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Recurly Subscription to Has Submitted Form to Assign Salesforce Lead

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Recurly Subscription to Has Submitted Form to Set Salesforce Campaign Member Status

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Recurly Subscription to Has Submitted Form to Add Salesforce Task

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Recurly Subscription to Has Submitted Form to Assign Salesforce Lead to Group

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Recurly Subscription to Has Submitted Form to Update Salesforce Field

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Recurly Subscription to Has Submitted Form to Create Salesforce Opportunity

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Recurly Subscription to Has Submitted Form to Set Salesforce Campaign Member Status

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Recurly Subscription to Has Submitted Form to Update Salesforce Field

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Recurly Subscription to Has Submitted Form to Assign Salesforce Lead

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Recurly Subscription to Has Submitted Form to Assign Salesforce Lead to Group

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Recurly Subscription to Has Submitted Form to Add Salesforce Task

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Showing 12 journey ideas for Recurly, Salesforce and Forms

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 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.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Salesforce integration and the Forms 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).
Form Submitted
Add a contact to a journey when they submit a form.

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.
Has Submitted Form
Check if a contact has previously submitted a specific form.

Journey Actions

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, Salesforce and Forms.