Base CRM Integrations

Marketing automation for a next generation CRM.

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Marketing Automation ideas to integrate Base CRM

Assign Base Task to Update Salesforce Field

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Base Contact Field Change to Add HubSpot CRM Deal

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Base Deal Stage Change to Show Headsup Message

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Base Deal Stage Change to Show Headsup Message

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Assign Base Task to Mail Lob Postcard

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Add a Base Deal to Mail Lob Postcard to Show Headsup Message

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Smart Segment Trigger to Check Base Contact Field to Remove from Google Ads Audience

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Segment Event to Assign Base Contact Owner

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Form Submitted to Check Base Contact Field to Update Field

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Base Deal Stage Change to Send Email to Show Headsup Message

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Add a Base Deal to Add Salesforce Task

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Base Deal Stage Change to Send Email

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Instapage Form Submitted to Assign Base Contact Owner

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Heap Event to Check Base Deal Stage to Mail Lob Postcard

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Delighted NPS Response to Assign Base Contact Owner to Add Salesforce Task

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Time Trigger to Assign Base Contact Owner

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Assign Base Task to Add HubSpot CRM Deal to Update Base Contact Field

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Base Deal Stage Change to Is on List or Segment to Add Salesforce Task

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Base Contact Field Change to Add Salesforce Task

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Delighted NPS Response to Assign Base Contact Owner to Remove From List

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Showing 20 of 38496 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 $1/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.