Base CRM + Salesforce + Zendesk integration

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

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

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

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

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

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Base Deal Stage Change to Check Salesforce Field to Assign Base Contact Owner

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

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Submits New Zendesk Ticket to Assign Salesforce Lead to Assign Base Contact Owner

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Submits New Zendesk Ticket to Set Salesforce Campaign Member Status to Assign Base Contact Owner

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Assign Base Task to Assign Base Contact Owner to Create Salesforce Opportunity

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Base Contact Field Change to Update Base Contact Field to Add Salesforce Task

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Base Deal Stage Change to Create Salesforce Opportunity to Assign Base Contact Owner

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Assign Base Task to Check Base Deal Stage to Assign Salesforce Lead to Group

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Assign Base Task to Set Salesforce Campaign Member Status to Submit New Zendesk Ticket

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Add a Base Deal to Update Base Contact Field to Assign Salesforce Lead

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Base Deal Stage Change to Update Salesforce Field to Submit New Zendesk Ticket

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

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Submits New Zendesk Ticket to Check Base Contact Field to Set Salesforce Campaign Member Status

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Base Contact Field Change to Zendesk Ticket Status to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Update Base Contact Field

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Submits New Zendesk Ticket to Check Base Contact Field to Assign Salesforce Lead to Group

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

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Showing 20 journey ideas for Base CRM, Salesforce and Zendesk

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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Base CRM integration, Salesforce integration and the Zendesk 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).
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

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.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the 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 Zendesk.