Base CRM + Trello Integration

Use Autopilot to automate and integrate Base CRM and Trello.

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Marketing Automation ideas to integrate Base CRM and Trello

Facebook Lead Ad Submitted to Add Trello Card

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Assign Base Task to Subscribe to Mailchimp audience to Add Trello Card

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Add Intercom Tag to Update Base Contact Field

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Base Contact Field Change to Schedule Pipedrive Activity to Add Trello Card

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Add Intercom Tag to Add Trello Card

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Assign Base Task to Add Pipedrive Note to Add Trello Card

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Assign Base Task to Has Submitted Facebook Lead Ad to Add Trello Card

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LiveChat Tag to Add Trello Card to Assign Base Contact Owner

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Salesforce Field Changed to Add Trello Card to Update Base Contact Field

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Base Contact Field Change to Remove from Google Ads Audience to Add Trello Card

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Base Contact Field Change to Assign Base Contact Owner to Add Trello Card

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Add a Base Deal to Add Trello Card

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HubSpot CRM Contact Field Match to Update Base Contact Field

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Base Contact Field Change to Add Trello Card

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Base Contact Field Change to Add Pipedrive Note to Add Trello Card

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Base Deal Stage Change to Add Trello Card

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Add a Base Deal to Add Trello Card to Schedule Pipedrive Activity

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Add Intercom Tag to Add Trello Card

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Assign Base Task to Add Trello Card

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Base Contact Field Change to Add Trello Card

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Showing 20 of 518 Marketing Automation ideas using Autopilot's Base CRM and Trello integration.

About Base CRM

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 Trello

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Base CRM integration.

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.

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.

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.
Add Trello Card
Adds a Trello card to a board.

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 and Trello.