Facebook + Base CRM + Help Scout integration
Use Autopilot to create journeys that use the Facebook, Base CRM and Help Scout integrations.
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Marketing Automation ideas to integrate Facebook, Base CRM and Help Scout.
Base Deal Stage Change to Update Base Contact Field to Add to Facebook Custom Audience
Help Scout Satisfaction Rating to Update Base Contact Field to Remove From Facebook Custom Audience
Base Deal Stage Change to Has Submitted Facebook Lead Ad to Update Base Contact Field
Base Deal Stage Change to Check Base Deal Stage to Add to Facebook Custom Audience
Help Scout Satisfaction Rating to Update Base Contact Field to Add to Facebook Custom Audience
Help Scout Satisfaction Rating to Remove From Facebook Custom Audience to Assign Base Contact Owner
Base Deal Stage Change to Check Base Deal Stage to Remove From Facebook Custom Audience
Assign Base Task to Update Base Contact Field to Add to Facebook Custom Audience
Help Scout Create Conversation to Update Base Contact Field to Add to Facebook Custom Audience
Assign Base Task to Check Base Contact Field to Add to Facebook Custom Audience
Help Scout Create Conversation to Assign Base Contact Owner to Remove From Facebook Custom Audience
Base Contact Field Change to Check Base Deal Stage to Add to Facebook Custom Audience
Help Scout Satisfaction Rating to Assign Base Contact Owner to Remove From Facebook Custom Audience
Add a Base Deal to Check Base Contact Field to Add to Facebook Custom Audience
Assign Base Task to Has Submitted Facebook Lead Ad to Assign Base Contact Owner
Facebook Lead Ad Submitted to Check Base Deal Stage to Add to Facebook Custom Audience
Add a Base Deal to Assign Base Contact Owner to Remove From Facebook Custom Audience
Help Scout Satisfaction Rating to Remove From Facebook Custom Audience to Update Base Contact Field
Add a Base Deal to Update Base Contact Field to Add to Facebook Custom Audience
Help Scout Tag to Update Base Contact Field to Add to Facebook Custom Audience
Showing 20 journey ideas for Facebook, Base CRM and Help Scout
About the Facebook integration
Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.
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 Help Scout integration
Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Facebook integration, Base CRM integration and the Help Scout integration.
Journey Triggers
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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.
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.
Conditions
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
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
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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 Facebook, Base CRM and Help Scout.
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