1.Detect new account
Integrate Recurly and subscription billing tools to detect new account creation and start the company update workflow.
Update CRM company with subscription plan tag from billing
Automatically monitor new account creation in Recurly across HubSpot. Update and tag company subscription details when a billing account startsβso you can refresh plan fields, add follow-up context, and create review tasks without manual CRM entry.
How this automation updates your subscription context
When new accounts are created in Recurly, stale CRM records can delay support and finance decisions. This automation finds matching HubSpot companies, updates subscription and billing tags, and creates follow-up tasksβso your team can act on current account context.
Recurlyor swap with your favorite app
2.Find company by billing reference
Integrate HubSpot and CRM enrichment tools to find the matching company by billing account ID and retrieve the company record.
HubSpotor swap with your favorite app
3.Update company subscription fields
Integrate HubSpot and CRM property mapping tools to update subscription plan and billing reference fields and add a review tag.
4.Create billing follow-up task
Integrate HubSpot and task management tools to create a follow-up task for billing or support when verification is needed.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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