Base CRM Integrations

Marketing automation for a next generation CRM.

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Marketing Automation ideas to integrate Base CRM

API Trigger to Assign Base Contact Owner to Update HubSpot CRM Deal Stage

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Base Contact Field Change to Remove From List

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Base Deal Stage Change to Remove From List

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New HubSpot CRM Contact to Assign Base Contact Owner to Update HubSpot CRM Deal Stage

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Base Deal Stage Change to Has Submitted Typeform to Update Field

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Smart Segment Trigger to Check Base Contact Field to Send Slack Message

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Assign Base Task to Update Field to Remove From List

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Pipedrive Deal Stage Match to Update Base Contact Field to Send Delighted NPS Survey

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Add Intercom Tag to Update Base Contact Field to Subscribe to Mailchimp audience

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Pipedrive Deal Status Match to Has Submitted Typeform to Update Base Contact Field

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Base Deal Stage Change to Has Submitted Typeform to Subscribe to Mailchimp audience

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Pipedrive Deal Stage Match to Update Base Contact Field to Send Slack Message

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Form Submitted to Update Base Contact Field

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LiveChat Tag to Update Base Contact Field

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Smart Segment Trigger to Update Base Contact Field

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Add Intercom Tag to Update Base Contact Field

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Form Submitted to Assign Base Contact Owner

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Heap Event to Update Base Contact Field

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Base Deal Stage Change to Has Visited Page to Update HubSpot Contact Field

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API Trigger to Check Base Deal Stage to Send Slack Message

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Showing 20 of 22784 Marketing Automation ideas for Base CRM

About Base CRM

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Base CRM integration.

Triggers

Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

Conditions

Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.

Actions

Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Base CRM.