Pipedrive + Recurly Integration

Integrate Pipedrive to Recurly in one click, or tell Integrately AI how you want each deal handled. Sync customer accounts, track subscription updates, manage invoices, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
  • Recurly
    Subscription is created in Recurly Instant
  • Recurly
    Invoice is created in Recurly Instant
  • Recurly
    Transaction is made in Recurly
  • Recurly
    Account is created in Recurly
  • Recurly
    Subscription is expired in Recurly Instant
  • Recurly
    Subscription is canceled in Recurly Instant
Arrow Right
2.
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive
  • Recurly
    Create contact in Recurly
  • Recurly
    Update contact in Recurly

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Ready Workflows Ready Workflows for Pipedrive + Recurly Integration

Capture new deals, sync accounts, track subscription updates, and manage invoices, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + Recurly Integration

Create Recurly account for new Pipedrive person

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Thus, integration of your new Recurly account and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Recurly + Pipedrive Integration

Create Pipedrive person for new Recurly account

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Thus, integration of your new Pipedrive person and Recurly account can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See more
Recurly + Pipedrive Integration

Create Pipedrive person for new Recurly order

If you're using Recurly to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding person should also be created in Pipedrive.

This will ensure that all future correspondence with the customer is tracked and attributed to that person, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipedrive + Recurly flow

Extend your CRM and subscription workflow to email, messaging, finance, and data tools. Pick a combination and activate it in one click.

Pipedrive
Recurly
+
HubspotHubspot (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google SheetsGoogle Sheets (3)
P
H
R
Create a contact in HubSpot when a deal is created in Pipedrive, and update the contact in Recurly.
New Pipedrive deals immediately create a contact in HubSpot and update Recurly without manual data entry.
R
P
H
When a subscription is created in Recurly, update the deal in Pipedrive and create a contact in HubSpot.
Recurly subscription activations update your Pipedrive deal status and add a contact in HubSpot instantly.
R
P
H
When an invoice is created in Recurly, create a deal in Pipedrive and create a contact in HubSpot.
New Recurly invoices generate a Pipedrive deal and log a contact in HubSpot without manual effort.

Supported triggers and actions for Pipedrive and Recurly

Mix and match to build the exact automation you need

Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
Try it →
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
Try it →
Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it →
Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it →
Organization matches filter in Pipedrive
Try it →
Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
Try it →
Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
Try it →
Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
Try it →
Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
Try it →
Search lead in Pipedrive
Searches for a lead
Try it →
Delete deal in Pipedrive
Deletes a deal
Try it →
Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
Try it →
Get organization by id in Pipedrive
Retrieves details of an organization using ID
Try it →
Delete organization in Pipedrive
Deletes an organization
Try it →
Create person in Pipedrive
Generates a new person
Try it →
Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
Try it →
Attach file in Pipedrive
Uploads and save the selected file to a task
Try it →
Get user by id in Pipedrive
Retrieves user information using their id
Try it →
Search user by email in Pipedrive
Searches for a user using email address
Try it →
Search user by name in Pipedrive
Searches for a user using the name
Try it →
Recurly
Recurly Triggers & Actions
Instant
Subscription is created in Recurly
Triggers the automation when a new subscription is created
Try it →
Instant
Invoice is created in Recurly
Triggers the automation when any invoice is added or modified
Try it →
Transaction is made in Recurly
Triggers the automation when a new transaction occurs
Try it →
Account is created in Recurly
Triggers the automation when a new account is created
Try it →
Instant
Subscription is expired in Recurly
Triggers the automation when a subscription is expired
Try it →
Instant
Subscription is canceled in Recurly
Triggers the automation when a subscription is canceled
Try it →
Create contact in Recurly
Adds a new contact to the database
Try it →
Update contact in Recurly
Updates contact information with new details
Try it →

What can you automate with Pipedrive + Recurly?

Streamline your sales pipeline and subscription management with automated data flows between Pipedrive and Recurly.

What you can automate?
🔗
Sync Pipedrive deals to Recurly contacts
Automatically create a Recurly contact whenever a new deal is created in Pipedrive. Keep your customer records synchronized across platforms without lifting a finger.
📋
Capture every submitted deal detail
Map all custom deal fields and contact properties from Pipedrive into Recurly instead of just basic names. Your subscription records become a more comprehensive source for billing.
🔔
Alert your team instantly on new events
Notify your finance or sales team the moment a new subscription is created or an invoice is generated. Keep everyone informed without manual check-ins.
🔀
Route records based on submitted field values
Trigger different actions depending on deal values or subscription tiers submitted in Pipedrive or Recurly. Ensure high-value accounts receive priority handling.
🔄
Keep records updated across both apps
Automatically update existing Pipedrive deals when subscription statuses change in Recurly. Maintain accurate records in both systems simultaneously.
🛡️
Prevent duplicate contact creation
Search existing records before creating new contacts or deals between Pipedrive and Recurly. Maintain clean databases without redundant entries.
💳
Handle later status changes and renewals
Manage subscription expirations, cancellations, and renewals by updating your Pipedrive pipeline automatically when Recurly events occur.
Extend your workflow to Slack
Connect Pipedrive and Recurly actions directly to Slack channels to announce wins and keep your entire team updated in real time.
And much more...

Who is Pipedrive + Recurly integration for?

Sales managers, finance leads, and customer success teams managing pipeline and subscription revenue use this integration to keep customer data aligned across platforms effortlessly.

Finance Managers
Finance Managers
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Operations Teams
Operations Teams
Customer Success Leads
Customer Success Leads
RevOps Specialists
RevOps Specialists
📈
Finance Managers
You're reviewing monthly recurring revenue reports in Pipedrive but billing data only updates when someone manually exports invoices from Recurly, so the revenue counts you're forecasting against are always hours behind — this integration means every new invoice updates your CRM instantly and your financial figures stay current.
Sales Representatives
You need to know the moment a customer's subscription status changes in Recurly, but you find out too late after checking billing logs manually — connecting these apps means every subscription activation updates your Pipedrive deal instantly so you can manage renewals without delay.
📊
Account Managers
You answer to clients who want immediate confirmation when their subscription invoices and payment profiles are processed, but manual handoffs leave gaps in communication — this integration means every Recurly transaction updates your tracking records automatically so clients see timely progress.
🔄
Operations Teams
The volume of new deals and subscriber sign-ups is too high for anyone to keep up by hand across Pipedrive and Recurly, leading to mismatched customer profiles — automating both apps means every contact and deal record syncs instantly without manual intervention.
🤝
Customer Success Leads
You own the onboarding stage and depend on sales reps to hand over new Pipedrive deals before you can set up customer accounts in Recurly — connecting these apps means account creation triggers the moment a deal is won so onboarding starts immediately.
📁
RevOps Specialists
You need a reliable history of customer transactions and pipeline stages, but keep finding gaps between your CRM and billing records — this integration means every deal and invoice matches up perfectly, giving you a complete audit trail.
Our team

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Why choose Integrately to automate Pipedrive + Recurly

Build and manage your Pipedrive + Recurly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Pipedrive + Recurly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
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Frequently Asked Questions

How do I connect Pipedrive to Recurly?
Frequently Asked Questions
You can connect Pipedrive to Recurly using 1-click automations on Integrately or ask Integrately AI to build the integration for you. It takes just minutes to link your accounts and sync customer contacts and subscriptions alongside tools like HubSpot, Mailchimp, and Slack.
Can I automatically sync new Pipedrive deals to Recurly contacts?
Frequently Asked Questions
Can I connect Pipedrive, Recurly, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Pipedrive and Recurly?
Frequently Asked Questions
How does Pipedrive handle deal data during integration?
Frequently Asked Questions
Can Recurly trigger updates when a subscription is created?
Frequently Asked Questions
Do I need coding skills to connect Pipedrive and Recurly?
Frequently Asked Questions
Is the Pipedrive and Recurly integration free?
Frequently Asked Questions
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You Can Also Connect Pipedrive or Recurly With 1500+ Other Apps

Pipedrive
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Recurly
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Sync Recurly with accounting, reporting, and invoicing tools to keep subscription revenue data working across your entire stack.
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