Base CRM + Salesforce + Hubspot CRM integration

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

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

Add a Base Deal to Create Salesforce Opportunity to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Check Base Deal Stage to Create Salesforce Opportunity

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Add a Base Deal to Assign Salesforce Lead to Update HubSpot CRM Deal Stage

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Assign Base Task to Update HubSpot CRM Deal Stage to Add Salesforce Task

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

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Assign Base Task to Assign Salesforce Lead to Group to Update HubSpot CRM Deal Stage

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

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Base Contact Field Change to Check HubSpot CRM Deal Stage to Update Salesforce Field

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New HubSpot CRM Contact to Check Base Contact Field to Update Salesforce Field

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

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HubSpot CRM Deal Stage Match to Update Base Contact Field to Add Salesforce Task

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Assign Base Contact Owner

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Salesforce Field Changed to Check Base Deal Stage to Update HubSpot CRM Deal Stage

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Base Deal Stage Change to Add Salesforce Task 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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Base Deal Stage Change to Assign Base Contact Owner to Assign Salesforce Lead to Group

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Base Deal Stage Change to Assign Salesforce Lead to Update HubSpot Contact Field

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New HubSpot CRM Contact to Assign Base Contact Owner to Add Salesforce Task

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

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Base Deal Stage Change to Update HubSpot CRM Deal Stage to Update Salesforce Field

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Showing 20 journey ideas for Base CRM, Salesforce and Hubspot CRM

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 Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Base CRM integration, Salesforce integration and the Hubspot CRM 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 HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

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.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact 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 Hubspot CRM.