Slack + Hubspot CRM + Recurly integration
Use Autopilot to create journeys that use the Slack, Hubspot CRM and Recurly integrations.
Marketing Automation ideas to integrate Slack, Hubspot CRM and Recurly.
Showing 27 journey ideas for Slack, Hubspot CRM and Recurly
About the Slack integration
Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks. Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.
About the Hubspot CRM integration
Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.
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 Slack integration, Hubspot CRM integration and the Recurly integration.
Journey Triggers
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Conditions
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Journey Actions