Salesmate + Recurly Integration

Connect Salesmate to Recurly in 1 click

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Popular Salesmate + Recurly Workflows

most-popular-automations
Recurly + Salesmate Integration

Create Salesmate deal for new Recurly account

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

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 + Salesmate Integration

Create Salesmate 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 Salesmate 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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Salesmate + Recurly Integration

Create Recurly account for new Salesmate contact

If you're using Salesmate 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 Salesmate, 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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Salesmate + Recurly Integration
1.
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
  • Salesmate
    Activity is updated in Salesmate Instant
  • 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.
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate
  • Recurly
    Create contact in Recurly
  • Recurly
    Update contact in Recurly
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