Base CRM + Salesforce + AB Split Testing integration

Use Autopilot to create journeys that use the Base CRM, Salesforce and AB Split Testing integrations.

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Marketing Automation ideas to integrate Base CRM, Salesforce and AB Split Testing.

Add a Base Deal to Update Salesforce Field to Update Base Contact Field

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Base Contact Field Change to Assign Salesforce Lead to Group to Assign Base Contact Owner

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

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

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Base Contact Field Change to Check Base Deal Stage to Assign Salesforce Lead to Group

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Add a Base Deal to Assign Base Contact Owner to Update Salesforce Field

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Assign Base Task to Check Salesforce Field to AB Split

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Assign Base Task to AB Split to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Update Base Contact Field to Assign Salesforce Lead

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Assign Base Task to Check Salesforce Field to Update Base Contact Field

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Assign Base Task to Set Salesforce Campaign Member Status to Assign Base Contact Owner

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Salesforce Campaign Trigger to Assign Base Contact Owner to Set Salesforce Campaign Member Status

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Base Deal Stage Change to Create Salesforce Opportunity to Assign Base Contact Owner

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Add a Base Deal to Check Salesforce Campaign Member Status to Update Base Contact Field

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Base Deal Stage Change to Check Base Contact Field to Assign Salesforce Lead

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Add a Base Deal to Assign Base Contact Owner to Assign Salesforce Lead

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Assign Base Task to Assign Salesforce Lead to Group to AB Split

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Add a Base Deal to Check Base Deal Stage to Update Salesforce Field

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Add a Base Deal to Assign Base Contact Owner to Add Salesforce Task

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Salesforce Campaign Trigger to Check Base Deal Stage to Update Salesforce Field

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Showing 20 journey ideas for Base CRM, Salesforce and AB Split Testing

About the Base CRM integration

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 the Salesforce integration

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.

About the AB Split Testing integration

AB Split Testing is vital to optimizing your marketing. Running regular experiments helps you to maximize the impact of your marketing spend. For example, you might setup an AB Split Test to see which email subject line leads to the best open or click rate. Or you might setup a test to see which Facebook Ad leads to the most conversions. Ongoing success in marketing comes down to making AB Split Testing part of every customer journey. Autopilot makes that easy.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Base CRM integration, Salesforce integration and the AB Split Testing integration.

Journey 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.

Journey 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.
AB Split
Randomly split contacts into two groups.

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, Salesforce and AB Split Testing.