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CRM ⇄ Accounting and finance

Outreach to Recurly integration — real-time, two-way sync

Keep Outreach and Recurly in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Outreach and Recurly

Sync customers, invoices, and payment status between Recurly and Outreach in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Outreach knows the relationship: who the contacts are and what is in motion with the account. Recurly knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Invoices, Transactions, Line Items, Coupons and Redemptions in Recurly to Users, Mailboxes, Prospects, Accounts in Outreach with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Trigger revenue-recognition or ERP entries when new_subscription and canceled_subscription webhooks fire.
  • 02 Post usage records to Measured Units on metered Subscriptions from a metering database before each bill run.
  • 03 Enroll leads in sequences automatically by writing sequence-state records when a lead crosses a scoring threshold in the warehouse.
  • 04 Pull mailing, call, and task activity into a database for engagement analytics beyond native reports.

Common sync patterns

Payment status on the account

Invoice and payment status from Recurly appears on the account in Outreach, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Outreach, Recurly gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Outreach when chasing a balance, and sales sees that the chase is happening.

What you can sync between Outreach and Recurly

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Outreach objects Recurly objects How this pairing syncs
Accounts Companies grouping prospects, aligned with CRM account ownership Accounts Customer/billing entity records keyed by account_code; the anchor most subscriptions and invoices hang off. Synced two-way with CRM accounts or a customer database. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Calls Logged call records synced into engagement reporting Line Items One-time charges and credits on an account outside a subscription; synced for accurate revenue and adjustment reporting. Calls is specific to Outreach and Line Items to Recurly — each maps to any object or custom field on the other side.
Tasks Rep action items mirrored between Outreach and the CRM Coupons and Redemptions Discount definitions and their application to accounts and subscriptions; read for discount and promotion analysis. Tasks is specific to Outreach and Coupons and Redemptions to Recurly — each maps to any object or custom field on the other side.
Opportunities Deal records used to tie engagement to pipeline outcomes Billing Info Tokenized payment method (card/ACH) on an account; written when onboarding customers and read for payment-health signals (never stores raw card numbers). Opportunities is specific to Outreach and Billing Info to Recurly — each maps to any object or custom field on the other side.
Users Seat holders used to resolve ownership on synced records Measured Units and Usage Metered-billing units; usage records are posted to a subscription before each bill run for consumption-based pricing. Users is specific to Outreach and Measured Units and Usage to Recurly — each maps to any object or custom field on the other side.
Mailboxes Connected sending accounts referenced when attributing outbound activity Subscriptions Recurring subscription records tied to an Account and a Plan, with state, term, and next-bill date. Core object, synced two-way to drive provisioning and reporting. Mailboxes is specific to Outreach and Subscriptions to Recurly — each maps to any object or custom field on the other side.

How changes propagate between Outreach and Recurly

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Outreach Recurly Sub-second propagation

DetectionOutreach notifies Stacksync of record changes through webhook events. Webhook subscriptions on resource create, update, and destroy events, plus polling.

DeliveryEach detected change is written to Recurly through its API, with automatic retries and rate-limit backoff.

Recurly Outreach Sub-second propagation

DetectionRecurly notifies Stacksync of record changes through webhook events. Webhooks (JSON or XML, one format per endpoint) for account, subscription, payment, and invoice events, plus incremental polling of list endpoints.

DeliveryEach detected change is written to Outreach through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Outreach: Subject to per-user hourly rate limits.
  • Recurly: Production sites default to 1,000 requests/min with only GET requests counting toward the limit; sandbox sites 400/min with all requests counting; the limit is a sliding 5-minute window, X-RateLimit headers report the quota, and breaches return HTTP 429.
What ships with Outreach ⇄ Recurly

Connect Outreach and Recurly for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Outreach–Recurly connection.

Real-time

Two-way sync

Changes in Outreach or Recurly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Outreach or Recurly data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Outreach or Recurly record.

Observability

Monitoring

Track your Outreach ⇄ Recurly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Outreach and Recurly.

How the Outreach and Recurly connectors work

Outreach

Integration surface
REST API conforming to the JSON:API specification
Authentication
OAuth 2.0
Change detection
webhook subscriptions on resource create, update, and destroy events, plus polling
Capabilities
read · write · webhooks
Rate limits
subject to per-user hourly rate limits

Recurly

Integration surface
REST API (V3, date-versioned; legacy V2 XML API also exists)
Authentication
API key via HTTP Basic auth (key as username, blank password); keys are per-site, with separate sandbox and production keys
Change detection
Webhooks (JSON or XML, one format per endpoint) for account, subscription, payment, and invoice events, plus incremental polling of list endpoints sorted by updated_at with begin_time/end_time filters
Capabilities
read · write · webhooks
Rate limits
Production sites default to 1,000 requests/min with only GET requests counting toward the limit; sandbox sites 400/min with all requests counting; the limit is a sliding 5-minute window, X-RateLimit headers report the quota, and breaches return HTTP 429.
How it works

How to connect Outreach to Recurly — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Outreach and Recurly with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Outreach connected
    Recurly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Outreach and Recurly objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Outreach ⇄ Recurly
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Outreach Recurly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Outreach and Recurly integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 494 integrations available for Outreach and Recurly.

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