Salesforce Marketing Cloud + Recurly Integration

Integrate Recurly to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each subscription handled. Track subscriptions, upsert data extension records, send transactional emails, and validate email addresses automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
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2.
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud
  • Recurly
    Create contact in Recurly
  • Recurly
    Update contact in Recurly

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Ready Workflows Ready Workflows for Recurly + Salesforce Marketing Cloud Integration

Capture subscriptions, create subscribers, upsert data extension records, send transactional emails, and validate addresses, all in just one click.

Most popular automationsmost-popular-automations
Recurly + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact 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 contact should also be created in Salesforce Marketing Cloud.

This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
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Recurly + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact 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 Salesforce Marketing Cloud contact 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.
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Recurly + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Recurly account

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a Salesforce Marketing Cloud email for every new Recurly account, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
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Connect more apps to your Recurly + Salesforce Marketing Cloud flow

Sync payment events with customer records, notify your support team, and log transaction details across your systems. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
Recurly
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ShopifyShopify (8)
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StripeStripe (8)
+
Google Analytics 4Google Analytics 4 (8)
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SlackSlack (8)
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ZendeskZendesk (8)
+
Google SheetsGoogle Sheets (8)
R
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Add every new Recurly subscription customer to Shopify and create a subscriber in Salesforce Marketing Cloud
New Recurly subscriptions instantly create a customer in Shopify and a subscriber in Salesforce Marketing Cloud, eliminating manual data entry.
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When a Recurly invoice is created, log the order in Shopify and upsert a data extension record in Salesforce Marketing Cloud
Invoice creation triggers a Shopify order update and upserts data extension records in Salesforce Marketing Cloud automatically.
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When a Recurly transaction is made, update the Shopify customer and send a transactional email via Salesforce Marketing Cloud
Completed transactions update customer details in Shopify and trigger immediate transactional emails in Salesforce Marketing Cloud.
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When a Recurly subscription is canceled, update Shopify and validate the email address in Salesforce Marketing Cloud
Subscription cancellations automatically update Shopify customer statuses and validate email addresses in Salesforce Marketing Cloud.
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If a Recurly subscription is created, update Shopify and upsert records; otherwise, update Shopify and insert records
Conditional routing handles new subscriptions differently in Shopify and updates Salesforce Marketing Cloud records accordingly.
R
S
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When a Recurly subscription expires, update the Shopify customer status and insert a data extension record in Salesforce Marketing Cloud
Expired subscriptions update Shopify accounts and record expiration details in Salesforce Marketing Cloud data extensions.
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Use Claude to evaluate new Recurly subscriptions, update Shopify customers, and create Salesforce Marketing Cloud subscribers
Claude assesses new subscriptions before updating Shopify and creating targeted subscribers in Salesforce Marketing Cloud.
R
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When a Recurly subscription is created, update Shopify, upsert data extensions, and create a fulfillment task in Asana
New subscriptions update Shopify, sync with Salesforce Marketing Cloud, and create operational tasks in Asana.

Supported triggers and actions for Salesforce Marketing Cloud and Recurly

Mix and match to build the exact automation you need

Salesforce Marketing Cloud
Salesforce Marketing Cloud Triggers & Actions
No trigger is available
Insert data extension record in Salesforce Marketing Cloud
Adds a new record to a data extension within a particular system
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Upsert data extension record in Salesforce Marketing Cloud
Updates or inserts a record into a data extension to ensure that it's up-to-date
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Sends transactional email using TriggerSend in Salesforce Marketing Cloud
Sends a transactional email using triggersend
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Create subscriber in Salesforce Marketing Cloud
Adds new users to the subscription list
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Validate email address in Salesforce Marketing Cloud
Confirm the validity of an email address
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Recurly
Recurly Triggers & Actions
Instant
Subscription is created in Recurly
Triggers the automation when a new subscription is created
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Instant
Invoice is created in Recurly
Triggers the automation when any invoice is added or modified
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Transaction is made in Recurly
Triggers the automation when a new transaction occurs
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Account is created in Recurly
Triggers the automation when a new account is created
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Instant
Subscription is expired in Recurly
Triggers the automation when a subscription is expired
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Instant
Subscription is canceled in Recurly
Triggers the automation when a subscription is canceled
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Create contact in Recurly
Adds a new contact to the database
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Update contact in Recurly
Updates contact information with new details
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What can you automate with Recurly + Salesforce Marketing Cloud?

Streamline subscription management and marketing outreach by connecting every billing event directly to your customer engagement platform.

What you can automate?
🔄
Sync every new subscription to Salesforce Marketing Cloud
Automatically create a subscriber or insert a data extension record in Salesforce Marketing Cloud the moment a subscription is created in Recurly. Eliminate manual list building and keep customer records up to date.
📋
Capture every invoice and transaction detail
Map Recurly invoice and transaction data directly into your Salesforce Marketing Cloud data extensions. Ensure complete financial visibility across your customer engagement workflows.
Trigger instant transactional emails
Send timely confirmation messages using TriggerSend in Salesforce Marketing Cloud whenever a transaction is completed or a new account is registered in Recurly. Deliver immediate value to your subscribers.
🔀
Route records based on subscription attributes
Apply conditional rules to handle enterprise subscriptions differently from standard sign-ups. Update specific data extensions or trigger targeted email campaigns based on submitted account values.
🔄
Keep customer records updated across platforms
Automatically update contact information and subscription statuses in Salesforce Marketing Cloud whenever account details change in Recurly. Prevent outdated data from disrupting your marketing campaigns.
🛡️
Upsert records to prevent duplicate entries
Use upsert operations in Salesforce Marketing Cloud to update existing subscriber profiles instead of creating redundant entries when subscription renewals or updates occur.
Handle subscription expirations and cancellations
Automatically validate email addresses, update subscription statuses, or trigger retention workflows in Salesforce Marketing Cloud the moment a subscription expires or is canceled in Recurly.
🔌
Extend your workflow to team communication apps
Connect Recurly and Salesforce Marketing Cloud with Slack or Google Sheets to notify your sales channel and log transaction rows simultaneously. Build multi-step workflows that fit your exact operational needs.
And much more...

Who is Recurly + Salesforce Marketing Cloud integration for?

Connecting Recurly and Salesforce Marketing Cloud helps revenue, marketing, and support teams eliminate manual data entry, ensuring subscriber records and email campaigns stay perfectly synchronized.

Performance analysts
Performance analysts
Campaign managers
Campaign managers
Account managers
Account managers
Billing operations teams
Billing operations teams
Customer success leads
Customer success leads
Finance auditors
Finance auditors
📈
Performance analysts
You're reviewing subscription metrics and revenue reports in Salesforce Marketing Cloud, but your Recurly billing data only exports overnight, so your conversion dashboards are always hours behind — this integration means every new subscription lands instantly and your data stays current.
Campaign managers
You need to trigger welcome emails the moment a customer signs up in Recurly, but manual list imports mean subscribers wait hours for their first message — automating both apps means every subscription creates a subscriber instantly and outreach begins on time.
🤝
Account managers
You answer to clients who want to verify their subscription status and billing records, but you keep hunting across separate finance and marketing systems — with this integration, subscriber records and data extension updates match your records in real time.
📊
Billing operations teams
The volume of new subscriptions and recurring invoices is too high for anyone to keep up by hand, leading to missing contact records and failed customer emails — connecting these apps means every transaction and invoice syncs automatically without manual copy-pasting.
🔄
Customer success leads
You own the onboarding sequence and depend on billing to hand over new subscription data, but manual handovers cause delays in customer communication — this integration means every new subscriber is registered immediately so your onboarding workflow starts without friction.
📁
Finance auditors
You need a reliable subscription history for compliance reviews, but manual data entry leaves frequent gaps between your billing platform and marketing database — automating both apps means every subscription, invoice, and expiration logs cleanly with zero missing entries.
Our team

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Why choose Integrately to automate Salesforce Marketing Cloud + Recurly

Build and manage your Salesforce Marketing Cloud + 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 Salesforce Marketing Cloud + 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
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Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Recurly to Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect Recurly to Salesforce Marketing Cloud instantly using 1-click automation on Integrately. Choose from ready templates or ask Integrately AI to build the workflow and map fields across Shopify, Stripe, Slack, and other popular apps.
Can I automatically create Salesforce Marketing Cloud subscribers from new Recurly subscriptions?
Frequently Asked Questions
Can I connect Recurly, Salesforce Marketing Cloud, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Recurly and Salesforce Marketing Cloud?
Frequently Asked Questions
How does Recurly handle subscription and invoice data in this integration?
Frequently Asked Questions
How does Salesforce Marketing Cloud receive subscriber updates and email validations?
Frequently Asked Questions
Can I automate this integration without any coding skills?
Frequently Asked Questions
Is the Recurly and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
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You Can Also Connect Recurly or Salesforce Marketing Cloud With 1500+ Other Apps

Recurly
Popular Recurly Integrations
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Salesforce Marketing Cloud
Popular Salesforce Marketing Cloud Integrations
Sync Salesforce Marketing Cloud with CRM, customer support, and email platforms to enhance audience engagement and campaign delivery.