Salesforce + Intercom + Recurly integration
Use Autopilot to create journeys that use the Salesforce, Intercom and Recurly integrations.
Marketing Automation ideas to integrate Salesforce, Intercom and Recurly.
Showing 0 journey ideas for Salesforce, Intercom 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 Intercom integration
Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.
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, Intercom 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).
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.
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.
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.
