How to Connect Salesforce-Recurly Integration

Why Connect Recurly with Salesforce?

Automatic Subscription Management

Managing subscriptions can be tricky and yet subscription revenues are spiking to reach $6 billion by 2025. Because of this, businesses are focusing heavily on recurring billing models to drive their growth.

But It’s very easy to lose track of customer data, miss billing updates, or forget to follow up on renewals especially with a growing volume. But when you connect Recurly and Salesforce, everything gets much easier.

• Recurly handles your subscription management, like billing and renewals, so you don’t have to do it manually.
• Salesforce CRM keeps all the customer data in one place and keeps track of conversations, sales, and tasks.

Top Benefits of a Recurly-Salesforce Integration

1. Sync Billing Data to the CRM Place

Recurly reports that it takes 1-8 days to recover transactions on payment declines.

When Recurly and Salesforce or any CRM are connected, they sync data automatically to orchestrate dunning management and follow ups by giving your team the latest data on subscription and billing.

2. Explore Upselling and Cross-Selling Strategies

With subscription data from Recurly inside Salesforce, you’ll have a complete view of your customers CSAT and billing lifecycle and get assistance from salesforce Einstein AI.

Clarity on subscription lifecycles and billing data like add-ons are a gold mine for CRM-enabled upsell and cross-sell strategies.

3. Automate Repetitive Tasks

Managing customer subscriptions means handle updating B2B subscription statuses, sending follow-up reminders, creating invoices and a lot more repetitive tasks.

Once these routine tasks are automated, your team can focus more on important GTM activities and revenue operations that translate into tangible ROI.

4. Track Revenue Easily

23% of subscriber churn happens because of billing errors. Subscribers could switch plans or they might initiate cancellations – and all this has to reflect on the CRM with accurate, up-to-date billing data.

Properly integrating Salesforce and Recurly(if you use both) can reduce billing errors and even initiate automatic chargebacks on failures.

How to Connect Recurly and Salesforce Integration

Getting Recurly and Salesforce to work together is pretty simple. Here’s how you can create a Recurly Salesforce Connector using Konnectify:

Step 1: Log into Konnectify

Open a free Konnectify account and browse the app marketplace.

Step 2: Choose the Recurly Connector

Select the Recurly API integration from the app marketplace.

Step 3: Set Up Triggers and Actions

Map your subscription data from Recurly (like customer names and billing dates) to the correct fields in Salesforce.

Step 4: Automate Billing-CRM Workflows

Try making a test subscription and add advanced conditions for different subscription and payment flows in Recurly and see if the details show up in Salesforce so that you can automate subscription management.

Step 4: Automate Billing-CRM Workflows

After configuring the integration set up, hit “Activate” and integrate Recurly with your CRM easily.

Easy Subscription Billing Automations You Can Try

Here are a few ways to save time in revenue operations using this integration:

1. Renew Subscriptions Automatically

Set up a workflow to remind your team when a subscription is about to renew.

• Trigger: Subscription nearing renewal in Recurly
• Action: Create a follow-up task in Salesforce

2. Sync Billing Status

Pass customer records into Salesforce automatically to reflect subscription details, churn data or upsell/cross sells in Recurly.

• Trigger: Subscription status change in Recurly
• Action: Update custom field in Salesforce

3. Follow Up on Unpaid Invoices

If an invoice isn’t paid on time, trigger the system to send an automated reminder to the customer and source due invoices.

• Trigger: Unpaid invoice in Recurly
• Action: Send a follow-up email from Salesforce

How Different Businesses Use Recurly and Salesforce Together

Recurly Integrations are major time-saver for any business using it as their tool of choice to handle their recurring billings.

Here’s 3 places where they shine the most!

B2B SaaS

For B2B software businesses, a no-code drag and drop SaaS integration lets RevOps teams track renewals, automate billing, and view customer details in one place without being restricted to the constraints of Salesforce AppExchange

Online Stores

E-commerce businesses especially SMBs have been all about the subscriptions e-commerce model making a Subscription Billing-CRM integration like this crucial to manage subscription products and keep customer and billing data in sync.

Service Providers

Service-based businesses, especially ones operating on ITSM can handle recurring payments, send reminders, and keep their finances organized without opening up APIs and building custom integrations.

Frequently Asked Questions (FAQs)

1. Is it hard to set this up?

Not at all! The Recurly for Salesforce app makes it simple, even if you’re not a tech expert.

2. What can I automate with this integration?

You can automate tasks like subscription renewals, billing updates, follow-ups, and syncing customer data.

3. Does Recurly offer a free trial?

Yes, you can try it for free to see how it works for your business.

Get Started with Recurly and Salesforce Today!

Connect Recurly to Salesforce and many more apps so you can save time, reduce billing errors, and automate your payment processing and subscriber management across softwares.