Recurly + Trello + Hubspot CRM integration

Use Autopilot to create journeys that use the Recurly, Trello and Hubspot CRM integrations.

Marketing Automation ideas to integrate Recurly, Trello and Hubspot CRM.

Recurly Subscription to Add Trello Card to Add HubSpot CRM Deal

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Recurly Subscription to Add Trello Card to Update HubSpot CRM Deal Stage

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Recurly Subscription to Add Trello Card to Update HubSpot Contact Field

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Recurly Subscription to Add HubSpot CRM Deal to Add Trello Card

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Recurly Subscription to Update HubSpot CRM Deal Stage to Add Trello Card

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Recurly Subscription to Check HubSpot CRM Deal Stage to Add Trello Card

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Recurly Subscription to Update HubSpot Contact Field to Add Trello Card

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Recurly Subscription to Add Trello Card to Add HubSpot CRM Deal

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Recurly Subscription to Update HubSpot CRM Deal Stage to Add Trello Card

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Recurly Subscription to Update HubSpot Contact Field to Add Trello Card

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Recurly Subscription to Check HubSpot CRM Deal Stage to Add Trello Card

Try this free

Recurly Subscription to Add HubSpot CRM Deal to Add Trello Card

Try this free

Recurly Subscription to Add Trello Card to Update HubSpot CRM Deal Stage

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Recurly Subscription to Add Trello Card to Update HubSpot Contact Field

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Showing 14 journey ideas for Recurly, Trello and Hubspot CRM

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 Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Trello integration and the Hubspot CRM integration.

Journey Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
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.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

Journey Actions

Add Trello Card
Adds a Trello card to a board.
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.

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, Trello and Hubspot CRM.