Salesforce + Recurly + Trello integration
Use Autopilot to create journeys that use the Salesforce, Recurly and Trello integrations.
Marketing Automation ideas to integrate Salesforce, Recurly and Trello.
Recurly Subscription to Create Salesforce Opportunity to Add Trello Card
Recurly Subscription to Assign Salesforce Lead to Add Trello Card
Recurly Subscription to Set Salesforce Campaign Member Status to Add Trello Card
Recurly Subscription to Add Salesforce Task to Add Trello Card
Recurly Subscription to Check Salesforce Field to Add Trello Card
Recurly Subscription to Check Salesforce Campaign Member Status to Add Trello Card
Recurly Subscription to Assign Salesforce Lead to Group to Add Trello Card
Recurly Subscription to Update Salesforce Field to Add Trello Card
Recurly Subscription to Add Trello Card to Create Salesforce Opportunity
Recurly Subscription to Add Trello Card to Assign Salesforce Lead
Recurly Subscription to Add Trello Card to Set Salesforce Campaign Member Status
Recurly Subscription to Add Trello Card to Add Salesforce Task
Recurly Subscription to Add Trello Card to Assign Salesforce Lead to Group
Recurly Subscription to Add Trello Card to Update Salesforce Field
Recurly Subscription to Update Salesforce Field to Add Trello Card
Recurly Subscription to Add Trello Card to Update Salesforce Field
Recurly Subscription to Set Salesforce Campaign Member Status to Add Trello Card
Recurly Subscription to Assign Salesforce Lead to Group to Add Trello Card
Recurly Subscription to Add Trello Card to Add Salesforce Task
Recurly Subscription to Create Salesforce Opportunity to Add Trello Card
Recurly Subscription to Add Trello Card to Assign Salesforce Lead to Group
Recurly Subscription to Add Trello Card to Set Salesforce Campaign Member Status
Recurly Subscription to Add Salesforce Task to Add Trello Card
Recurly Subscription to Check Salesforce Field to Add Trello Card
Recurly Subscription to Add Trello Card to Assign Salesforce Lead
Recurly Subscription to Check Salesforce Campaign Member Status to Add Trello Card
Recurly Subscription to Assign Salesforce Lead to Add Trello Card
Recurly Subscription to Add Trello Card to Create Salesforce Opportunity
Showing 28 journey ideas for Salesforce, Recurly and Trello
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Recurly integration and the Trello 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.
Add Trello Card
Adds a Trello card to a board.
