Base CRM + Email Integration

Use Autopilot to automate and integrate Base CRM and Email.

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Marketing Automation ideas to integrate Base CRM and Email

Email Activity to Send Push Notification

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Base Deal Stage Change to Send Email to Schedule Pipedrive Activity

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Email Activity to Update Base Contact Field

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Add a Base Deal to Send Email

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Base Deal Stage Change to Send Email

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Base Contact Field Change to Update HubSpot Contact Field to Send Email

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Base Contact Field Change to Add HubSpot CRM Deal to Send Email

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Assign Base Task to Send Email

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Base Deal Stage Change to Send Email

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Base Deal Stage Change to Assign Base Contact Owner to Send Email

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Assign Base Task to Add Pipedrive Note

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Email Activity to Create Salesforce Opportunity

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Base Contact Field Change to Check Email Status to Create Salesforce Opportunity

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Assign Base Task to Add HubSpot CRM Deal to Send Email

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Base Contact Field Change to Send Email to Create Salesforce Opportunity

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Email Activity to Check Base Deal Stage to Send Email

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Assign Base Task to Send Push Notification

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Email Activity to Eject from Journey to Update Base Contact Field

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Base Deal Stage Change to Send Email to Add HubSpot CRM Deal

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Assign Base Task to Send Email

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Showing 20 of 704 Marketing Automation ideas using Autopilot's Base CRM and Email integration.

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 Email

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

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.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

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.
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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.
Send Email
Send a contact a personalized marketing or transactional email.

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 and Email.