Base CRM + LiveChat Integration

Use Autopilot to automate and integrate Base CRM and LiveChat.

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Marketing Automation ideas to integrate Base CRM and LiveChat

LiveChat Tag to Assign Base Contact Owner

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LiveChat Tag to Check Base Contact Field to Remove From Facebook Custom Audience

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LiveChat Tag to Update Base Contact Field to Show Headsup Message

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Recurly Subscription to Assign Base Contact Owner

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Base Contact Field Change to Show Headsup Message

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Pipedrive Deal Stage Match to Assign Base Contact Owner

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LiveChat Tag to Update Base Contact Field to Remove From List

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LiveChat Tag to Assign Base Contact Owner

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Base Deal Stage Change to Show Headsup Message

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LiveChat Tag to Assign Base Contact Owner

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LiveChat Tag to Remove From List to Assign Base Contact Owner

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LiveChat Tag to Check Pipedrive Person Field to Assign Base Contact Owner

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LiveChat Tag to Check Lead Status to Assign Base Contact Owner

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LiveChat Tag to Remove from Google Ads Audience

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LiveChat Tag to Show Headsup Message

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LiveChat Tag to Check Lead Status to Update Base Contact Field

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LiveChat Tag to Update Base Contact Field

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LiveChat Tag to Is on List or Segment to Assign Base Contact Owner

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LiveChat Tag to Check Base Deal Stage to Remove From List

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LiveChat Tag to Remove from Google Ads Audience to Update Base Contact Field

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Showing 20 of 241 Marketing Automation ideas using Autopilot's Base CRM and LiveChat 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 LiveChat

Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.

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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.

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 and LiveChat.