Base CRM + Salesforce + GoToWebinar integration

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

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Marketing Automation ideas to integrate Base CRM, Salesforce and GoToWebinar.

New GoToWebinar Webinar to Assign Base Contact Owner to Set Salesforce Campaign Member Status

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Assign Base Task to Create GoToWebinar Registrant to Assign Salesforce Lead to Group

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Assign Base Contact Owner

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Base Contact Field Change to Set Salesforce Campaign Member Status to Create GoToWebinar Registrant

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Salesforce Field Changed to Check Base Contact Field to Add Salesforce Task

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New GoToWebinar Webinar to Assign Base Contact Owner to Assign Salesforce Lead

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Assign Base Task to Assign Base Contact Owner to Assign Salesforce Lead

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Base Contact Field Change to Create GoToWebinar Registrant to Update Salesforce Field

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New GoToWebinar Webinar to Check Salesforce Campaign Member Status to Update Base Contact Field

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

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

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Base Deal Stage Change to Check Base Contact Field to Set Salesforce Campaign Member Status

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New GoToWebinar Webinar to Check Base Contact Field to Add Salesforce Task

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

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

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

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New GoToWebinar Attendee to Assign Base Contact Owner to Create Salesforce Opportunity

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New GoToWebinar Webinar to Update Base Contact Field to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Assign Base Contact Owner to Add Salesforce Task

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New GoToWebinar Attendee to Set Salesforce Campaign Member Status to Update Base Contact Field

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Showing 20 journey ideas for Base CRM, Salesforce and GoToWebinar

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 GoToWebinar integration

GoToWebinar makes it easy to reach your audience and deliver webinars that drive results. Pick a compelling topic, invite guest speakers and include polls and surveys for truly interactive presentations. With built-in reports, analytics and full-service registration, GoToWebinar reveals your most engaged attendees, so your sales team can turn qualified leads into customers.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Base CRM integration, Salesforce integration and the GoToWebinar 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).
New GoToWebinar Attendee
Triggers when a contact turn into attendees to a webinar.
New GoToWebinar Webinar
Triggers when you add a new upcoming webinar.

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.
Create GoToWebinar Registrant
Creates a new registrant for your GoToWebinar webinar when a contact enters your journey.

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 GoToWebinar.