Integrate Recurly with Salesforce Pardot
Recurly is a subscription management service that is designed to provide a variety of billing models to its users - per month, per usage, etc., - and then process recurring charges through those models. Recurly can use data gathered from subscriptions to generate analytics for a company. It also supports integrations with other sales management tools. These can provide users with a more seamless experience and deeper analytic data.
About Salesforce Pardot
With Pardot B2B marketing automation by Salesforce, businesses can streamline and simplify their marketing automations. This allows them to improve their overall business efficiency and long-term strategies, aligning their sales and marketing teams, generating better leads, improving their email marketing, and more.
Popular Use Cases
Bring all your Recurly data to Amazon Redshift
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Bring all your Salesforce Pardot data to Amazon Redshift
Load your Salesforce Pardot data to Google BigQuery
ETL all your Salesforce Pardot data to Snowflake
Move your Salesforce Pardot data to MySQL
Integrate Recurly With Salesforce Pardot Today
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Recurly's End Points
Track data about the status of a customer’s subscription - recurring, new, canceled, etc., - and which plans they are subscribing to. This data can help demonstrate the success or failure of various subscription models and show the most popular time periods to subscribe.
Retrieve data about any purchase or payment processed through Recurly, including the amount of the transaction, customer contact information and the status of the transaction i.e.,whether it is declined, voided, or successful. This data can then be used to provide analytics about the actual revenue being generated by your company.
Gather all of the information related to an invoice that has been sent to a customer, including charges, refunds, credits and discounts. This field also includes the payment history for invoices, which can be used to track trends and help with predictive analysis.
Set up and detail the various plans that your subscriptions use. This field includes data about the plans - how much they costs, what the billing rates are, etc., - and also provides customer data about who is using what plans. This can assist in scoring leads and segmenting your customers by lifecycle stage.
Store all of your data about a customer’s account, including contact information and billing history. You can also use this to track a customer’s current and historical subscription data, which can provide you with insights into your general business performance and help you determine which subscription plans are most profitable.
Salesforce Pardot's End Points
Salesforce Pardot Accounts
Create an account for any business or person that it may be useful to track. Then, use that account number to integrate and track any other important information associated with that account holder.
Salesforce Pardot Campaigns
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Salesforce Pardot Forms
Fully control and streamline your forms. This will help you send the right communication to the right people at the right time.
Salesforce Pardot Opportunities
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to Salesforce Pardot leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Salesforce Pardot Lifecycle History
Track a prospect’s lifecycle history, including their current lifecycle stage, the ID of the stage they will be in next, the time it was created, and more. Use this data to understand your conversions, customer retention rates, and more.
Salesforce Pardot Lists
Control, track, and edit your lists, including list name, description, last time it was updated, and more. This can help with segmentation, targeting, and long-term customer retention.
Salesforce Pardot Tags
Search for Salesforce Pardot tags, get a list of recently tagged media, or retrieve information about a tag object. Then use these tags to track more specific data from integrated data sources. This will allow for better, more detailed organizational structures.