Segment + Recurly + Base CRM integration
Use Autopilot to create journeys that use the Segment, Recurly and Base CRM integrations.
Upcoming
Marketing Automation ideas to integrate Segment, Recurly and Base CRM.
Recurly Subscription to Assign Base Contact Owner to Send Segment Event
Recurly Subscription to Check Base Deal Stage to Send Segment Event
Recurly Subscription to Update Base Contact Field to Send Segment Event
Recurly Subscription to Send Segment Event to Update Base Contact Field
Recurly Subscription to Send Segment Event to Assign Base Contact Owner
Recurly Subscription to Check Base Contact Field to Send Segment Event
Showing 6 journey ideas for Segment, Recurly and Base CRM
About the Segment integration
Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.
About the Recurly integration
From start-ups to global enterprises, today's fastest-growing businesses are harnessing the power of the subscription model to deliver predictable revenue, reveal critical customer insights, and automate revenue-optimizing decisions. These businesses demand a sophisticated, secure subscription management platform with the flexibility to support constantly evolving billing models with consistently superior customer experiences. Recurly meets that challenge with an enterprise-class subscription management platform that cuts through the complexity of subscription management to optimize and automate revenue growth.
About the Base CRM integration
Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Segment integration, Recurly integration and the Base CRM integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.
Conditions
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.
Journey Actions
Send Segment Event
Send a contextual Segment Event.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.
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 Segment, Recurly and Base CRM.
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