Salesforce + Lists + Recurly integration
Use Autopilot to create journeys that use the Salesforce, Lists and Recurly integrations.
Marketing Automation ideas to integrate Salesforce, Lists and Recurly.
Recurly Subscription to Create Salesforce Opportunity to Add to List
Recurly Subscription to Create Salesforce Opportunity to Remove From List
Recurly Subscription to Assign Salesforce Lead to Add to List
Recurly Subscription to Assign Salesforce Lead to Remove From List
Recurly Subscription to Set Salesforce Campaign Member Status to Add to List
Recurly Subscription to Set Salesforce Campaign Member Status to Remove From List
Recurly Subscription to Add Salesforce Task to Add to List
Recurly Subscription to Add Salesforce Task to Remove From List
Recurly Subscription to Check Salesforce Field to Add to List
Recurly Subscription to Check Salesforce Field to Remove From List
Recurly Subscription to Check Salesforce Campaign Member Status to Add to List
Recurly Subscription to Check Salesforce Campaign Member Status to Remove From List
Recurly Subscription to Assign Salesforce Lead to Group to Add to List
Recurly Subscription to Assign Salesforce Lead to Group to Remove From List
Recurly Subscription to Update Salesforce Field to Add to List
Recurly Subscription to Update Salesforce Field to Remove From List
Recurly Subscription to Add to List to Create Salesforce Opportunity
Recurly Subscription to Add to List to Assign Salesforce Lead
Recurly Subscription to Add to List to Set Salesforce Campaign Member Status
Recurly Subscription to Add to List to Add Salesforce Task
Recurly Subscription to Add to List to Assign Salesforce Lead to Group
Recurly Subscription to Add to List to Update Salesforce Field
Recurly Subscription to Is on List or Segment to Create Salesforce Opportunity
Recurly Subscription to Is on List or Segment to Assign Salesforce Lead
Recurly Subscription to Is on List or Segment to Set Salesforce Campaign Member Status
Recurly Subscription to Is on List or Segment to Add Salesforce Task
Recurly Subscription to Is on List or Segment to Assign Salesforce Lead to Group
Recurly Subscription to Is on List or Segment to Update Salesforce Field
Recurly Subscription to Remove From List to Create Salesforce Opportunity
Recurly Subscription to Remove From List to Assign Salesforce Lead
Recurly Subscription to Remove From List to Set Salesforce Campaign Member Status
Recurly Subscription to Remove From List to Add Salesforce Task
Recurly Subscription to Remove From List to Assign Salesforce Lead to Group
Recurly Subscription to Remove From List to Update Salesforce Field
Recurly Subscription to Check Lead Status to Create Salesforce Opportunity
Recurly Subscription to Check Lead Status to Assign Salesforce Lead
Recurly Subscription to Check Lead Status to Set Salesforce Campaign Member Status
Recurly Subscription to Check Lead Status to Add Salesforce Task
Recurly Subscription to Check Lead Status to Assign Salesforce Lead to Group
Recurly Subscription to Check Lead Status to Update Salesforce Field
Salesforce Field Changed to Check Lead Status to Update Salesforce Field
Removed From List to Update Salesforce Field to Add to List
Salesforce Campaign Trigger to Is on List or Segment to Update Salesforce Field
Salesforce Campaign Trigger to Remove From List to Create Salesforce Opportunity
Recurly Subscription to Check Salesforce Field to Remove From List
List Trigger to Is on List or Segment to Add Salesforce Task
Recurly Subscription to Add to List to Add Salesforce Task
Removed From List to Add to List to Create Salesforce Opportunity
Removed From List to Set Salesforce Campaign Member Status to Add to List
List Trigger to Add to List to Create Salesforce Opportunity
Salesforce Field Changed to Is on List or Segment to Create Salesforce Opportunity
Salesforce Campaign Trigger to Check Salesforce Field to Remove From List
List Trigger to Remove From List to Update Salesforce Field
Removed From List to Is on List or Segment to Set Salesforce Campaign Member Status
Recurly Subscription to Assign Salesforce Lead to Group to Add to List
Salesforce Campaign Trigger to Is on List or Segment to Assign Salesforce Lead to Group
Salesforce Field Changed to Is on List or Segment to Set Salesforce Campaign Member Status
Removed From List to Check Salesforce Campaign Member Status to Add to List
Recurly Subscription to Remove From List to Assign Salesforce Lead
Removed From List to Add to List to Add Salesforce Task
Showing 60 journey ideas for Salesforce, Lists 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 Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
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, Lists 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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
