Base CRM + Salesforce + Close.io integration

Use Autopilot to create journeys that use the Base CRM, Salesforce and Close.io integrations.

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Marketing Automation ideas to integrate Base CRM, Salesforce and Close.io.

Base Deal Stage Change to Check Close.io Field to Assign Salesforce Lead

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Close.io Field Change to Check Base Contact Field to Add Salesforce Task

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Base Deal Stage Change to Check Close.io Opportunity Status to Assign Salesforce Lead

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Salesforce Field Changed to Update Close.io Field to Update Base Contact Field

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Add a Base Deal to Check Salesforce Campaign Member Status to Update Close.io Opportunity Stage

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Close.io Opportunity Status Change to Check Base Deal Stage to Assign Salesforce Lead

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

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Close.io Opportunity Status Change to Create Salesforce Opportunity to Update Base Contact Field

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Add a Base Deal to Update Close.io Field to Assign Salesforce Lead

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Assign Base Task to Check Close.io Opportunity Status to Create Salesforce Opportunity

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Base Deal Stage Change to Update Close.io Field to Assign Salesforce Lead to Group

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Base Contact Field Change to Assign Salesforce Lead to Assign Close.io Task

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Add a Base Deal to Update Salesforce Field to Create Close.io Opportunity

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Base Contact Field Change to Update Close.io Opportunity Stage to Update Salesforce Field

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Assign Base Task to Assign Salesforce Lead to Group to Assign Close.io Lead

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Salesforce Campaign Trigger to Check Base Contact Field to Assign Close.io Task

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

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New Close.io Event to Check Salesforce Field to Assign Base Contact Owner

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

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New Close.io Event to Check Base Deal Stage to Add Salesforce Task

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Showing 20 journey ideas for Base CRM, Salesforce and Close.io

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 Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Base CRM integration, Salesforce integration and the Close.io 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).
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value 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.
Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

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.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.

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 Close.io.