Salesforce + Recurly + Sendgrid integration

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

Marketing Automation ideas to integrate Salesforce, Recurly and Sendgrid.

Recurly Subscription to Create Salesforce Opportunity to Send Sendgrid Transactional Email

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Recurly Subscription to Assign Salesforce Lead to Send Sendgrid Transactional Email

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Recurly Subscription to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Recurly Subscription to Add Salesforce Task to Send Sendgrid Transactional Email

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Recurly Subscription to Check Salesforce Field to Send Sendgrid Transactional Email

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Recurly Subscription to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Recurly Subscription to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email

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Recurly Subscription to Update Salesforce Field to Send Sendgrid Transactional Email

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Recurly Subscription to Send Sendgrid Transactional Email to Create Salesforce Opportunity

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Recurly Subscription to Send Sendgrid Transactional Email to Assign Salesforce Lead

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Recurly Subscription to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status

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Recurly Subscription to Send Sendgrid Transactional Email to Add Salesforce Task

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Recurly Subscription to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group

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Recurly Subscription to Send Sendgrid Transactional Email to Update Salesforce Field

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Recurly Subscription to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group

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Recurly Subscription to Send Sendgrid Transactional Email to Create Salesforce Opportunity

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Recurly Subscription to Add Salesforce Task to Send Sendgrid Transactional Email

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Recurly Subscription to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Recurly Subscription to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email

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Recurly Subscription to Send Sendgrid Transactional Email to Assign Salesforce Lead

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Recurly Subscription to Update Salesforce Field to Send Sendgrid Transactional Email

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Recurly Subscription to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status

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Recurly Subscription to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Recurly Subscription to Send Sendgrid Transactional Email to Update Salesforce Field

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Recurly Subscription to Send Sendgrid Transactional Email to Add Salesforce Task

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Recurly Subscription to Assign Salesforce Lead to Send Sendgrid Transactional Email

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Recurly Subscription to Create Salesforce Opportunity to Send Sendgrid Transactional Email

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Recurly Subscription to Check Salesforce Field to Send Sendgrid Transactional Email

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Showing 28 journey ideas for Salesforce, Recurly and Sendgrid

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 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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability but lacks email marketing software. Autopilot is an alternative to SendGrid which allows you to: - Send transactional emails - Send email marketing campaigns - Set up email marketing journeys and email workflows - Advanced email editing

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Recurly integration and the Sendgrid 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).
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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

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 Salesforce, Recurly and Sendgrid.