Close + Recurly Integration

Integrate Close to Recurly in one click, or tell Integrately AI how you want each lead handled. Track subscription creations, update your CRM records, alert your team, and trigger follow-ups automatically.

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1.
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
  • Recurly
    Subscription is created in Recurly Instant
  • Recurly
    Invoice is created in Recurly Instant
  • Recurly
    Transaction is made in Recurly
  • Recurly
    Account is created in Recurly
  • Recurly
    Subscription is expired in Recurly Instant
  • Recurly
    Subscription is canceled in Recurly Instant
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2.
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close
  • Recurly
    Create contact in Recurly
  • Recurly
    Update contact in Recurly

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Ready Workflows Ready Workflows for Close + Recurly Integration

Capture subscription events, organise customer records, keep leads updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Close + Recurly Integration

Create Recurly account for new Close contact

If you're using Close to manage your sales leads, it's important to also use Recurly to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Close, a corresponding account will automatically be created in Recurly.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Recurly + Close Integration

Create Close opportunity for new Recurly account

This automation makes it easy to create new opportunitys in Close when a new account is created in Recurly. Just connect your accounts, and every time a new account is created in Recurly, a new opportunity will automatically be created in Close.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Recurly + Close Integration

Create Close task for new Recurly account

Close and Recurly are two powerful cloud-based tools that can be used to improve business productivity. Using this Close - Recurly integration, you can automatically create task in Close whenever a new account is created in Recurly.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Recurly + Close Integration

Create Close contact for new Recurly account

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Close contact and Recurly account can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Recurly flow

Extend your billing and CRM workflows with powerful integrations across your favourite business tools. Pick a combination and activate it in one click.

Close
Recurly
+
HubspotHubspot (6)
+
StripeStripe (5)
+
SlackSlack (5)
+
GmailGmail (5)
+
Google SheetsGoogle Sheets (5)
+
CalendlyCalendly (5)
R
C
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Create a Close lead from every new Recurly subscription, and add a contact in HubSpot
New Recurly subscriptions immediately create a lead in Close and a corresponding contact in HubSpot, eliminating manual data entry between your billing and CRM tools.
R
C
H
When a Recurly subscription is canceled, update the Close lead and update the contact in HubSpot
Canceled subscriptions in Recurly automatically update your Close lead status and reflect the change in HubSpot, ensuring retention teams stay informed.
R
C
H
Create a Close task when a new Recurly invoice is generated, and log a deal in HubSpot
New invoices in Recurly trigger a follow-up task in Close and create a deal in HubSpot so your finance and sales teams stay perfectly coordinated.
R
C
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If a Recurly subscription is created for an enterprise plan, create a Close opportunity and create a deal in HubSpot
Enterprise signups in Recurly automatically create high-priority opportunities in Close and deals in HubSpot for senior sales routing.
R
C
H
Use Claude to evaluate Recurly subscription notes, update the Close lead, and create a task in HubSpot
Claude analyses subscriber notes from Recurly, updates the lead in Close with insights, and opens a targeted task in HubSpot.
R
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H
S
When a Recurly subscription is created, create a Close lead, create a HubSpot contact, and post an alert in Slack
New Recurly subscriptions instantly create a Close lead, add a HubSpot contact, and announce the win in Slack for cross-functional visibility.

Supported triggers and actions for Close and Recurly

Mix and match to build the exact automation you need

Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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Recurly
Recurly Triggers & Actions
Instant
Subscription is created in Recurly
Triggers the automation when a new subscription is created
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Instant
Invoice is created in Recurly
Triggers the automation when any invoice is added or modified
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Transaction is made in Recurly
Triggers the automation when a new transaction occurs
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Account is created in Recurly
Triggers the automation when a new account is created
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Instant
Subscription is expired in Recurly
Triggers the automation when a subscription is expired
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Instant
Subscription is canceled in Recurly
Triggers the automation when a subscription is canceled
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Create contact in Recurly
Adds a new contact to the database
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Update contact in Recurly
Updates contact information with new details
Try it →

What can you automate with Close + Recurly?

Streamline your subscription management and CRM workflows by connecting customer creation, billing events, and pipeline updates.

What you can automate?
🔄
Create a Close lead from every new subscription in Recurly
Capture every new Recurly subscription and instantly create a corresponding lead or contact in Close, eliminating manual data entry between your billing and sales tools.
📝
Capture every billing and account field in your CRM
Map detailed subscription attributes and transaction data from Recurly into Close fields, ensuring your sales team has complete context on every customer.
🔔
Alert your team the moment a subscription changes
Notify sales or success reps instantly in Slack or via email whenever a high-value subscription is created, renewed, or canceled.
🔀
Route leads based on subscription tier or plan
Send enterprise subscribers to senior account managers in Close while standard signups follow an automated nurturing track.
🔄
Keep CRM contact records synchronized
Automatically update Close contact details whenever subscription information or billing profiles change in Recurly.
🔎
Search and update instead of creating duplicate records
Check if a contact or lead already exists in Close before creating a new entry, keeping your database clean and organized.
⚠️
Manage subscription cancellations and expirations
Trigger specific follow-up tasks in Close when a Recurly subscription is canceled or expires, enabling timely retention efforts.
🔗
Connect third-party tools to your billing flow
Push subscriber data from Recurly and Close into Google Sheets or HubSpot for advanced reporting and cross-functional team visibility.
And much more...

Who is Close + Recurly integration for?

Revenue teams, sales leaders, and account managers rely on this integration to keep customer subscription data and CRM pipelines seamlessly aligned without manual data entry.

Revenue analysts and marketers
Revenue analysts and marketers
Customer success managers
Customer success managers
Agency account directors
Agency account directors
High-volume sales operations
High-volume sales operations
Account executives
Account executives
Finance and billing specialists
Finance and billing specialists
📈
Revenue analysts and marketers
You're reporting on monthly recurring revenue and lead conversions, but your CRM data only updates when someone manually exports records, so the metrics you're presenting are always outdated — with this integration, every subscription event lands in your CRM instantly and your reports stay accurate.
Customer success managers
You need to act fast when accounts face subscription issues, but you find out about cancellations too late to save the account — with this integration, every subscription cancellation triggers an immediate CRM update so your team can step in right away.
🤝
Agency account directors
You answer to clients who want real-time visibility into their subscription revenue and lead pipeline, but putting together manual status reports takes hours every week — this integration means every transaction and lead is automatically reflected, keeping your clients fully informed without extra work.
📊
High-volume sales operations
The volume of new signups and subscription renewals is too high for anyone to keep up by hand, leading to missed CRM entries and untracked accounts — automating both apps means every new account and subscription flows into your pipeline without manual effort.
💼
Account executives
You own the closing stage and depend on billing updates from finance to know when a deal is active, but handoffs between teams are constantly delayed — this integration means billing updates flow straight into your CRM so you always know your customer status.
🔍
Finance and billing specialists
You need a reliable history of customer interactions and subscription changes, but keep finding gaps between your billing platform and your CRM records — connecting these apps means every invoice and subscriber record matches perfectly across systems.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Close + Recurly

Build and manage your Close + Recurly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Close + Recurly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Close to Recurly?
Frequently Asked Questions
You can connect Close to Recurly in 1-click using ready-made templates on Integrately, or use Integrately AI to configure your exact workflow. It links your billing data with CRM records instantly, with 1,500+ integrations available when you need to expand your stack.
Can I automatically create a Close lead when a Recurly subscription is created?
Frequently Asked Questions
Can I connect Close, Recurly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Recurly?
Frequently Asked Questions
How does Close handle lead and contact updates during synchronization?
Frequently Asked Questions
Can Recurly subscription cancellations trigger updates in my CRM?
Frequently Asked Questions
Do I need coding skills to automate Close and Recurly?
Frequently Asked Questions
Is the Close and Recurly integration free?
Frequently Asked Questions
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You Can Also Connect Close or Recurly With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close to email, marketing, and scheduling tools to manage customer communications and follow-ups effectively.
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Recurly
Popular Recurly Integrations
Sync Recurly with accounting, analytics, and invoicing platforms to keep financial data accurate across your stack.
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