Recurly + Zendesk Sell

Add new Zendesk Sell leads for new accounts on Recurly

If a new account on Recurly is just the beginning for your engagement with your customers, keep your processes agile by automatically creating leads for them on Zendesk Sell. Once this Recurly Zendesk Sell integration is active, any new account on Recurly will trigger it, and the lead created on Zendesk Sell as a result will contain all the information you indicate during setup, giving you all the customer data you need to continue developing that valuable relationship.

If a new account on Recurly is just the beginning for your engagement with your customers, keep your processes agile by automatically creating leads for them on Zendesk Sell. Once this Recurly Zendesk Sell integration is active, any new account on Recurly will trigger it, and the lead created on Zendesk Sell as a result will contain all the information you indicate during setup, giving you all the customer data you need to continue developing that valuable relationship.

  1. When this happens...
    RecurlyRecurly
    New Account

    Triggered when you add a new account.

    TriggerScheduled
  2. automatically do this!
    Zendesk SellZendesk Sell
    Create Lead

    Creates a new lead.

    ActionWrite
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Start free with email
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Supported triggers and actions

What does this mean?
  • Recurly triggers, actions, and search

    New Account

    Triggered when you add a new account.

    Trigger
    Scheduled
    Try It
    • type

    Trigger
    Instant
    Try It
    • Account Code

    • State

    • Type

    Trigger
    Scheduled
    Try It
    • Account CodeRequired

    • Username

    • E-mail

    • CC emails

    • First name

    • Last name

    • Company

    • VAT number

    • Tax exempt

    • Phone number

    • Street 1

    • Street 2

    • City

    • State/Province

    • Zip/Postal code

    • Country

    Action
    Write
  • Recurly triggers, actions, and search

    New Invoice

    Triggered when a new Invoice is created.

    Trigger
    Instant
    Try It
  • Recurly triggers, actions, and search

    New Subscription

    Triggered when a new Subscription is created.

    Trigger
    Instant
    Try It
    • Account CodeRequired

    • Username

    • Email

    • First Name

    • Last Name

    • Company Name

    Action
    Write
    • Is Company?

    Trigger
    Scheduled
    Try It
recurly logo
recurly logo

About Recurly

Recurly is a subscription management platform delivering a competitive advantage for leading brands worldwide. Trusted by Sling TV, BarkBox, Asana, and thousands more to drive recurring revenue.
Learn more

Related categories

  • Payment Processing

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zendesk-sell logo
zendesk-sell logo

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Related categories

  • CRM (Customer Relationship Management)

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