Base CRM + Salesforce + Help Scout integration

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

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Marketing Automation ideas to integrate Base CRM, Salesforce and Help Scout.

Help Scout Satisfaction Rating to Update Salesforce Field to Update Base Contact Field

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Help Scout Satisfaction Rating to Check Base Deal Stage to Add Salesforce Task

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

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Help Scout Satisfaction Rating to Assign Base Contact Owner to Create Salesforce Opportunity

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Help Scout Tag to Check Base Deal Stage to Update Salesforce Field

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Base Contact Field Change to Check Base Deal Stage to Add Salesforce Task

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

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Help Scout Tag to Assign Base Contact Owner to Add Salesforce Task

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

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Assign Base Contact Owner

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Help Scout Tag to Check Base Contact Field to Create Salesforce Opportunity

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Salesforce Field Changed to Check Base Contact Field to Update Salesforce Field

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

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Base Contact Field Change to Check Salesforce Campaign Member Status to Update Base Contact Field

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Help Scout Create Conversation to Add Salesforce Task to Assign Base Contact Owner

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Help Scout Tag to Check Base Contact Field to Assign Salesforce Lead to Group

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Base Contact Field Change to Assign Base Contact Owner to Create Salesforce Opportunity

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Salesforce Field Changed to Assign Base Contact Owner to Create Salesforce Opportunity

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

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

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Showing 20 journey ideas for Base CRM, Salesforce and Help Scout

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 Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Base CRM integration, Salesforce integration and the Help Scout 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).
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.

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.

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 Help Scout.