Salesforce + Custom Fields + Recurly integration
Use Autopilot to create journeys that use the Salesforce, Custom Fields and Recurly integrations.
Marketing Automation ideas to integrate Salesforce, Custom Fields and Recurly.
Recurly Subscription to Create Salesforce Opportunity to Update Field
Recurly Subscription to Assign Salesforce Lead to Update Field
Recurly Subscription to Set Salesforce Campaign Member Status to Update Field
Recurly Subscription to Add Salesforce Task to Update Field
Recurly Subscription to Check Salesforce Field to Update Field
Recurly Subscription to Check Salesforce Campaign Member Status to Update Field
Recurly Subscription to Assign Salesforce Lead to Group to Update Field
Recurly Subscription to Update Salesforce Field to Update Field
Recurly Subscription to Update Field to Create Salesforce Opportunity
Recurly Subscription to Update Field to Assign Salesforce Lead
Recurly Subscription to Update Field to Set Salesforce Campaign Member Status
Recurly Subscription to Update Field to Add Salesforce Task
Recurly Subscription to Update Field to Assign Salesforce Lead to Group
Recurly Subscription to Update Field to Update Salesforce Field
Recurly Subscription to Check Field to Create Salesforce Opportunity
Recurly Subscription to Check Field to Assign Salesforce Lead
Recurly Subscription to Check Field to Set Salesforce Campaign Member Status
Recurly Subscription to Check Field to Add Salesforce Task
Recurly Subscription to Check Field to Assign Salesforce Lead to Group
Recurly Subscription to Check Field to Update Salesforce Field
Field Match to Update Field to Set Salesforce Campaign Member Status
Salesforce Field Changed to Check Field to Set Salesforce Campaign Member Status
Recurly Subscription to Assign Salesforce Lead to Group to Update Field
Field Match to Create Salesforce Opportunity to Update Field
Salesforce Campaign Trigger to Update Field to Add Salesforce Task
Field Match to Check Field to Set Salesforce Campaign Member Status
Salesforce Field Changed to Check Salesforce Field to Update Field
Recurly Subscription to Update Field to Add Salesforce Task
Field Match to Update Field to Update Salesforce Field
Salesforce Field Changed to Create Salesforce Opportunity to Update Field
Field Match to Check Salesforce Campaign Member Status to Update Field
Salesforce Field Changed to Update Salesforce Field to Update Field
Field Match to Check Field to Assign Salesforce Lead to Group
Recurly Subscription to Create Salesforce Opportunity to Update Field
Salesforce Field Changed to Update Field to Assign Salesforce Lead to Group
Recurly Subscription to Check Field to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Check Salesforce Field to Update Field
Field Match to Update Field to Assign Salesforce Lead
Salesforce Field Changed to Check Field to Assign Salesforce Lead to Group
Recurly Subscription to Assign Salesforce Lead to Update Field
Showing 40 journey ideas for Salesforce, Custom Fields and Recurly
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 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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Custom Fields integration and the Recurly integration.
Journey Triggers
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).
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
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.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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.
Update Field
Update a field to a specific value.
