Ejection + Forms + Base CRM integration

Use Autopilot to create journeys that use the Ejection, Forms and Base CRM integrations.

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Marketing Automation ideas to integrate Ejection, Forms and Base CRM.

Form Submitted to Assign Base Contact Owner to Eject from Journey

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Form Submitted to Update Base Contact Field to Eject from Journey

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Base Contact Field Change to Has Submitted Form to Eject from Journey

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Add a Base Deal to Has Submitted Form to Eject from Journey

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Base Deal Stage Change to Has Submitted Form to Eject from Journey

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Form Submitted to Check Base Deal Stage to Eject from Journey

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Assign Base Task to Has Submitted Form to Eject from Journey

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Form Submitted to Eject from Journey to Update Base Contact Field

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Form Submitted to Eject from Journey to Assign Base Contact Owner

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Form Submitted to Has Submitted Form to Eject from Journey

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Form Submitted to Check Base Contact Field to Eject from Journey

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Showing 11 journey ideas for Ejection, Forms and Base CRM

About the Ejection integration

Ejection provides the flexibility to use triggers and conditions to immediately disqualify or “eject” contacts from a journey. Voila. This allows you to simplify journeys by removing all those condition checks, easily manage all your targeting criteria in one canvas, and eliminate the dreaded “oops” email.

About the Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

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.

Create your own marketing automation journey

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

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
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

Has Submitted Form
Check if a contact has previously submitted a specific form.
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.

Journey Actions

Eject from Journey
Remove a contact from a journey.
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.

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 Ejection, Forms and Base CRM.