Typeform + Recurly + Salesforce integration
Use Autopilot to create journeys that use the Typeform, Recurly and Salesforce integrations.
Marketing Automation ideas to integrate Typeform, Recurly and Salesforce.
Recurly Subscription to Has Submitted Typeform to Create Salesforce Opportunity
Recurly Subscription to Has Submitted Typeform to Assign Salesforce Lead
Recurly Subscription to Has Submitted Typeform to Set Salesforce Campaign Member Status
Recurly Subscription to Has Submitted Typeform to Add Salesforce Task
Recurly Subscription to Has Submitted Typeform to Assign Salesforce Lead to Group
Recurly Subscription to Has Submitted Typeform to Update Salesforce Field
Recurly Subscription to Has Submitted Typeform to Update Salesforce Field
Recurly Subscription to Has Submitted Typeform to Set Salesforce Campaign Member Status
Recurly Subscription to Has Submitted Typeform to Assign Salesforce Lead to Group
Recurly Subscription to Has Submitted Typeform to Add Salesforce Task
Recurly Subscription to Has Submitted Typeform to Create Salesforce Opportunity
Recurly Subscription to Has Submitted Typeform to Assign Salesforce Lead
Showing 12 journey ideas for Typeform, Recurly and Salesforce
About the Typeform integration
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Typeform integration, Recurly integration and the Salesforce integration.
Journey Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
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).
Conditions
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
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.
