Overview

Recurly Engage integrates with a variety of CRM, marketing automation, and support platforms to synchronize user data, trigger campaigns, and manage contacts and tickets directly from in-app or web prompts.

Definition

CRM Integrations are pre-built connectors that enable you to:

• Synchronize user profiles and traits with external CRM or marketing platforms.
• Send email, SMS, or in-app messaging workflows based on prompt interactions.
• Automate support ticket creation and management in helpdesk systems.

Key details

• ActiveCampaign: Add or update contacts, subscribe to lists, and enroll users in automations. (Learn more)
• Adobe: Stream prompt events into Experience Platform, trigger Journey Optimizer actions, and send web events to Analytics. (Learn more)
• Iterable: (Coming soon) Sync user events and trigger Iterable campaigns directly from prompts.
• Naviga: Check subscription status and manage subscriptions for news/publishing platforms via Naviga Subscribe API. (Learn more)
• Freshdesk: Create and bulk-update support tickets and manage contacts in Zendesk Support. (Learn more)
• Salesforce: Integrate with Support Cloud for case management and Marketing Cloud for email sends and subscriber lists. (Learn more)
• Segment: Ingest Segment events (Page, Screen, Track) as usage traits for real-time targeting. (Learn more)
• Braze: Create or update user records and aliases in Braze for personalized engagement campaigns. (Learn more)
• SendGrid: Send dynamic templated emails and manage mailing lists via prompts. (Learn more)
• Zendesk: Automate ticket creation, bulk-ticket updates, and user suspension/restoration in Zendesk Support. (Learn more)