How to Connect Hubspot-Recurly Integration

Automate Subscription Marketing

The subscription model depends on campaigns that jump between subscriber management, retention marketing and customer feedback.To pull through all these, businesses need to centralize their subscription data and marketing efforts in a CRM.

• Recurly is a leading recurring billing tool that captures subscription data, like customer plans, payment details, and renewal dates for streamlined revenue operations. Recurly integrations open up many more worflows for an efficient GTM in subscription models.
• HubSpot is the best marketing CRM in the market to create and manage high-conversion marketing campaigns and is known best for personalized marketing at scale while having standard customer relationship management software features.

When these tools work together, you can:

• Reduce most manual tasks with automation.
• Improve customer relationships with personalized communication.
• Make smarter decisions with unified data on customer subscriptions.

This integration is extremely flexible for businesses using Recurly as their Subscription Management Software and Hubspot to handle recurring customer relationships and payments.

How to Set Up Recurly-HubSpot Integration

Step 1: Create a Free Konnectify Account

Crete an account on Konnectify iPaaS and browse the app marketplace of SaaS integrations.

Step 2: Choose Recurly Connector

Choose the Recurly integration from the app marketplace and enter the no-code workflow builder.

Step 3: Configure Triggers and Actions

Pick a trigger like “New Subscriptions in Recurly and set an action like “Create a Deal” in HubSpot to connect Recurly and Hubspot.

Step 4: Customize the Workflow Automation

Use Konnectify’s visual builder to map fields and adjust your workflow. Add conditions, filters, and paths to your HubSpot CRM Integration, to automate data transfer across platforms.

Step 5: Activate Your Integration

Once everything is set up, select “Activate” and integrate Recurly with your CRM easily.

Top Benefits of Recurly-HubSpot Integration

1. Build Unified Customer Profiles

Customer Data Integration gives you a 360-degree view by combining Recurly’s subscription data with HubSpot’s CRM insights.

Gartner says good customer service increases the chances of repurchases and renewals by 82%. An attentive, individualized approach with good customer boosts customer loyalty and increases word-of-mouth recommendations by 97%.

• Segment customers by subscription tier and target campaigns based on payment history/subscription activity.
• Log every customer interaction across marketing, sales, product usage and customer support in the CRM.

2. Automate Marketing Workflows

Subscription data becomes a powerful marketing tool. For instance:

• Send renewal reminders automatically based on billing cycles.
• Trigger follow-up emails for abandoned subscriptions.

Using Subscription-Based Marketing Tools, you can scale personalization while saving time.

3. Smarter Lead Nurturing

Use subscription insights like trial starts, cancellations, or upgrades to deliver the right message at the right time using lead scoring as a basis. This approach highly increases lead-to-customer conversions.

Sync your Subscription Tool to automate revenue operations and maximize your marketing impact for high ROI strategies.

4. Reduce Customer Churn

Regular monitoring over customer behavior and calculating CSAT and NPS scores, so you can proactively address issues like payment declines or inactivity at the earliest with CRM integrations and initiate customer satisfaction surveys as a churn prevention strategy.

For example:

• Set triggers for failed payments to send retry instructions.
• Offer special discounts to prevent cancellations.
• Flag payment errors as high-priority tickets in your system.

This becomes a makeshift Customer Retention Tool that retains customers properly.

5. Optimize Campaign ROI

With accurate data from a Recurly, HubSpot campaigns become way more effective - especially retention campaigns.

In fact 84% of consumers stick to brands that offers a loyalty program and excellent customer service that keeps them happy. This is a perfect fit for recurring billing business models.

You can measure success rates, improve click-throughs, and focus on strategies that bring results. When paired with Subscription Analytics Tools, tracking and improving ROI becomes easier for RevOps.

Advanced Workflows You Can Implement

1. Trial Conversion Campaigns

Track free trial users in Recurly and send personalized emails through HubSpot to encourage upgrades.

• Trigger: Free trial start in Recurly.
• Action: Add the user to a nurture sequence with onboarding tips and upgrade incentives.

2. Failed Payment Recovery

Automatically notify customers about failed payments and guide them through retrying their transactions.

• Trigger: Payment failure in Recurly.
• Action: Send an email with retry instructions and payment support details.

Using Payment Failure Recovery workflows, you can recover lost revenue and maintain customer trust.

3. Subscription Downgrade Prevention

Use data insights to offer personalized retention deals when a customer considers downgrading.

• Trigger: Downgrade request in Recurly.
• Action: Send an exclusive offer email to retain the customer.

4. Customer Feedback Requests

Gather feedback from long-term customers to improve retention strategies.

• Trigger: Customer completes 1 year of subscription in Recurly.
• Action: Send a feedback survey link via HubSpot.

Real-World Use Cases for Recurly-HubSpot Integration

SaaS Companies

SaaS businesses use Recurly HubSpot integration to:

• Send trial conversion emails to free users.
• Reduce churn by automating failed payment follow-ups.

For companies managing SaaS Billing Platforms, this highly simplifies workflows and sets up a scalable SOP.

E-Commerce Stores

E-commerce businesses can:

• Manage subscription product renewals with automated email campaigns.
• Use customer purchase data to cross-sell or upsell complementary products.

Fitness and Wellness Apps

Fitness apps with subscription models benefit by:

• Tracking memberships in Recurly and sending personalized workout tips through HubSpot.
• Automating notifications for expiring memberships.

This highlights the potential of Subscription Renewal Automation to ensure timely renewals.

Nonprofits

Nonprofits with recurring donors can:

• Manage donor subscriptions in Recurly.
• Use HubSpot to send personalized thank-you notes and donation impact updates.

Nonprofits can also employ strategies to optimize Churn Reduction Strategies to retain valuable donors.

Best Practices for Maximizing Recurly-HubSpot Integration

1. Personalize Every Touchpoint:
   • Use subscription data from Recurly to tailor content based on user preferences or plans.
   • Example: Send premium users exclusive content to improve customer experience.
2. Track Campaign Metrics:
   • HubSpot’s analytics let you monitor open rates, clicks, and conversions. Use these insights to refine your messaging.

Make sure every campaign contributes to growth with tools for Subscription Revenue Optimization.

1. Automate Customer Retention Strategies:
   • Set up workflows to re-engage inactive users with win-back campaigns or discounts.
2. Stay Compliant with Privacy Laws:
   • Ensure your integration setup follows regulations like GDPR or CCPA to protect customer data.

Start Automating with Recurly-HubSpot Today!

Trigger perfect email campaigns for subscription updates and get a lot more marketing done with automations right away!

Try Free Recurly+Hubspot Integration