Copper + Recurly Integration

Connect Copper to Recurly - Automate your workflows in 1-click

Make use of Copper automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Recurly automations, you can effortlessly accept payments, manage subscriptions, and gain valuable insights into your financial data. Skip the manual back and forth! Easily automate the flow of data between Copper & Recurly using Integrately.
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Ready Workflows For Copper + Recurly Integration

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Copper + Recurly Integration

Create Recurly account for new Copper person

If you're using Copper 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 person is created in Copper, 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 + Copper Integration

Create Copper task for new Recurly account

Copper and Recurly are two powerful cloud-based tools that can be used to improve business productivity. Using this Copper - Recurly integration, you can automatically create task in Copper 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 + Copper Integration

Create Copper person 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 Copper person 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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Create Your Own Copper & Recurly Integration Without Any Code

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Copper + Recurly Integration
1.
  • Copper
    Lead is created in Copper

    Triggers the automation when a new lead is created

    Instant
  • Copper
    Lead is changed in Copper

    Triggers the automation when a lead is updated

    Instant
  • Copper
    Person is created in Copper

    Triggers the automation when a new person is created

    Instant
  • Copper
    Person is updated in Copper

    Triggers the automation when a person's details are changed

    Instant
  • Copper
    Opportunity is updated in Copper

    Triggers the automation when any opportunity is updated

    Instant
  • Copper
    Opportunity is created in Copper

    Triggers the automation when any opportunity is updated

    Instant
  • Copper
    Activity is created in Copper

    Triggers the automation when a new activity is created

    Instant
  • Copper
    Company is updated in Copper

    Triggers the automation when the company's profile is updated

    Instant
  • Copper
    Company is created in Copper

    Triggers the automation when a new company is created

    Instant
  • Copper
    Task is created in Copper

    Triggers the automation when a new task is created

    Instant
  • Copper
    Task is updated in Copper

    Triggers the automation when any task is modified

    Instant
  • Copper
    Project is created in Copper

    Triggers the automation when a new project is created

    Instant
  • Copper
    Project is updated in Copper

    Triggers the automation when any project is changed

    Instant
  • Recurly
    Subscription is created in Recurly

    Triggers the automation when a new subscription is created

    Instant
  • Recurly
    Invoice is created in Recurly

    Triggers the automation when any invoice is added or modified

    Instant
  • Recurly
    Transaction is made in Recurly

    Triggers the automation when a new transaction occurs

  • Recurly
    Account is created in Recurly

    Triggers the automation when a new account is created

  • Recurly
    Subscription is expired in Recurly

    Triggers the automation when a subscription is expired

    Instant
  • Recurly
    Subscription is canceled in Recurly

    Triggers the automation when a subscription is canceled

    Instant
2.
  • Copper
    Create lead in Copper

    Generates new leads for potential customers

  • Copper
    Update lead in Copper

    Updates the lead information

  • Copper
    Search lead in Copper

    Retrieves information for a particular lead

  • Copper
    Create person in Copper

    Generates a new person

  • Copper
    Update person in Copper

    Updates the information of a person

  • Copper
    Search person in Copper

    Retrieves information about a person

  • Copper
    Create activity in Copper

    Generates a new activity or task

  • Copper
    Create task in Copper

    Creates a new task

  • Copper
    Search opportunity in Copper

    Searches for a opportunity

  • Copper
    Create opportunity in Copper

    Creates a new instance of the support system

  • Copper
    Update opportunity in Copper

    Updates the opportunity details as needed

  • Copper
    Search company in Copper

    Finds information about a company

  • Copper
    Create company in Copper

    Generates a new company profile with given details

  • Copper
    Update company in Copper

    Updates company information

  • Copper
    Create project in Copper

    Creates a new project

  • Copper
    Update project in Copper

    Updates project information

  • Copper
    Search project in Copper

    Searches for a project

  • Recurly
    Create contact in Recurly

    Adds a new contact to the database

  • Recurly
    Update contact in Recurly

    Updates contact information with new details

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Integrate Copper & Recurly In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Copper or Recurly With 1200+ Other Apps

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Copper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.

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Recurly is on a mission to make subscription management as simple and powerful as possible, so our customers can focus on what matters most: building great products that delight their customers.

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