Base CRM + Headsup Integration

Use Autopilot to automate and integrate Base CRM and Headsup.

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Marketing Automation ideas to integrate Base CRM and Headsup

Base Contact Field Change to Check Base Contact Field to Show Headsup Message

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HubSpot CRM Deal Stage Match to Check Headsup Status to Update Base Contact Field

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HubSpot CRM Deal Stage Match to Check Headsup Status to Assign Base Contact Owner

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Add a Base Deal to Check Field to Show Headsup Message

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Recurly Subscription to Check Headsup Status to Update Base Contact Field

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Base Deal Stage Change to Show Headsup Message

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Add a Base Deal to Show Headsup Message

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Base Deal Stage Change to Show Headsup Message

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Base Deal Stage Change to Show Headsup Message to Set Salesforce Campaign Member Status

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Add a Base Deal to Update HubSpot Contact Field

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Base Deal Stage Change to Show Headsup Message

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Add a Base Deal to Show Headsup Message

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Add a Base Deal to Update HubSpot Contact Field

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Base Deal Stage Change to Show Headsup Message

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Base Deal Stage Change to Update HubSpot Contact Field

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Form Submitted to Check Base Deal Stage to Show Headsup Message

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Add a Base Deal to Update Base Contact Field to Show Headsup Message

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Base Contact Field Change to Check Lead Status to Show Headsup Message

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Page Visited to Show Headsup Message

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Add a Base Deal to Show Headsup Message

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Showing 20 of 512 Marketing Automation ideas using Autopilot's Base CRM and Headsup 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 Headsup

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

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.
Check Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).

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.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.

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 Headsup.