Base CRM + Salesforce Integration

Use Autopilot to automate and integrate Base CRM and Salesforce.

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Marketing Automation ideas to integrate Base CRM and Salesforce

Add a Base Deal to Set Salesforce Campaign Member Status to Send Slack Message

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Salesforce Campaign Trigger to Update Base Contact Field

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Pipedrive Deal Stage Match to Update Base Contact Field to Update Salesforce Field

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Base Contact Field Change to Set Salesforce Campaign Member Status to Assign Base Contact Owner

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Base Contact Field Change to Add Salesforce Task to Remove From Facebook Custom Audience

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Assign Base Task to Add Salesforce Task

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Page Visited to Update Salesforce Field

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Pipedrive Deal Stage Match to Check Base Contact Field to Assign Salesforce Lead to Group

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Assign Base Task to Assign Salesforce Lead

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Removed From List to Update Base Contact Field

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Salesforce Campaign Trigger to Check Base Contact Field to Add Salesforce Task

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Salesforce Field Changed to Send Slack Message

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Base Contact Field Change to Add Salesforce Task

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Add a Base Deal to Assign Salesforce Lead to Group

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Add a Base Deal to Assign Base Contact Owner to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Update Base Contact Field

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Assign Base Task to Update Base Contact Field to Assign Salesforce Lead to Group

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Removed From List to Assign Salesforce Lead to Group to Update Base Contact Field

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Assign Base Task to Check Salesforce Campaign Member Status to Update Base Contact Field

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Base Contact Field Change to Update Base Contact Field to Assign Salesforce Lead

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Showing 20 of 4416 Marketing Automation ideas using Autopilot's Base CRM and Salesforce 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 Salesforce

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

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 Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

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 Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.

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 Salesforce.