Base CRM + Salesforce + Insightly integration

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

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

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

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Base Contact Field Change to Create Insightly Project to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Assign Base Contact Owner to Assign Salesforce Lead

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

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Insightly Contact Field Change to Add Salesforce Task to Assign Base Contact Owner

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Base Deal Stage Change to Assign Insightly Owner to Assign Salesforce Lead to Group

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Add Insightly Opportunity 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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Insightly Opportunity Status Change to Update Salesforce Field to Assign Base Contact Owner

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

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

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

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

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Insightly Opportunity Status Change to Check Base Contact Field to Create Salesforce Opportunity

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

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Base Contact Field Change to Create Salesforce Opportunity to Update Base Contact Field

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Insightly Opportunity Status Change to Create Salesforce Opportunity to Assign Base Contact Owner

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Check Insightly Contact Field to Create Salesforce Opportunity to Assign Base Contact Owner

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

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Base Deal Stage Change to Assign Insightly Owner to Update Salesforce Field

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Showing 20 journey ideas for Base CRM, Salesforce and Insightly

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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Base CRM integration, Salesforce integration and the Insightly 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).
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

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 Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

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 Insightly.