Recurly + Perfit Integration

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Recurly + Perfit Integration

Create Perfit contact for new Recurly account

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new Perfit 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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Recurly + Perfit Integration

Create Perfit contact for new Recurly order

If you're using Recurly to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding contact should also be created in Perfit.

This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
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Recurly + Perfit Integration
1.
  • 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
2.
  • Recurly
    Create contact in Recurly
  • Recurly
    Update contact in Recurly
  • Perfit
    Create contact in Perfit
  • Perfit
    Add interest to contact in Perfit
  • Perfit
    Unsubscribe a contact in Perfit
  • Perfit
    Search contact by email in Perfit
  • Perfit
    Delete contact in Perfit
  • Perfit
    Update contact in Perfit
  • Perfit
    Search a list by name in Perfit
  • Perfit
    Create list in Perfit
  • Perfit
    Rename list in Perfit
  • Perfit
    Search interest by name in Perfit
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