Base CRM + Insightly Integration

Use Autopilot to automate and integrate Base CRM and Insightly.

Upcoming
Upcoming

Marketing Automation ideas to integrate Base CRM and Insightly

Check Insightly Contact Field to Check Base Contact Field to Add to Google Ads Audience

Try this free

Assign Base Task to Send Delighted NPS Survey

Try this free

Insightly Contact Field Change to Assign Base Contact Owner

Try this free

New Intercom User to Check Base Contact Field to Update Insightly Contact Field

Try this free

Check Insightly Contact Field to Assign Base Contact Owner

Try this free

New HubSpot CRM Contact to Assign Base Contact Owner

Try this free

Heap Event to Create Insightly Project

Try this free

Insightly Opportunity Status Change to Assign Base Contact Owner

Try this free

Check Insightly Opportunity Stage to Assign Base Contact Owner

Try this free

Add a Base Deal to Assign Insightly Task

Try this free

Insightly Contact Field Change to Create Insightly Project to Assign Base Contact Owner

Try this free

New HubSpot CRM Contact to Assign Insightly Owner

Try this free

Insightly Opportunity Status Change to Assign Base Contact Owner

Try this free

Check Insightly Opportunity Stage to Assign Base Contact Owner

Try this free

Insightly Opportunity Status Change to Assign Base Contact Owner

Try this free

Insightly Opportunity Status Change to Check Base Contact Field to Assign Insightly Owner

Try this free

Add a Base Deal to Check Base Contact Field to Assign Insightly Owner

Try this free

Intercom Tag to Assign Base Contact Owner to Assign Insightly Task

Try this free

Check Insightly Contact Field to Check Base Contact Field to Update Insightly Contact Field

Try this free

Insightly Contact Field Change to Check Base Deal Stage to Schedule Pipedrive Activity

Try this free

Showing 20 of 5040 Marketing Automation ideas using Autopilot's Base CRM and Insightly 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 Insightly

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

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.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

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.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

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 Insightly.