Facebook + Base CRM + Salesforce integration
Use Autopilot to create journeys that use the Facebook, Base CRM and Salesforce integrations.
Upcoming
Marketing Automation ideas to integrate Facebook, Base CRM and Salesforce.
Base Contact Field Change to Remove From Facebook Custom Audience to Assign Salesforce Lead to Group
Base Deal Stage Change to Add Salesforce Task to Add to Facebook Custom Audience
Salesforce Field Changed to Has Submitted Facebook Lead Ad to Assign Base Contact Owner
Assign Base Task to Check Base Deal Stage to Add to Facebook Custom Audience
Assign Base Task to Remove From Facebook Custom Audience to Create Salesforce Opportunity
Base Contact Field Change to Add to Facebook Custom Audience to Update Base Contact Field
Salesforce Campaign Trigger to Assign Base Contact Owner to Remove From Facebook Custom Audience
Base Contact Field Change to Remove From Facebook Custom Audience to Create Salesforce Opportunity
Facebook Lead Ad Submitted to Check Base Contact Field to Add Salesforce Task
Base Contact Field Change to Has Submitted Facebook Lead Ad to Add Salesforce Task
Facebook Lead Ad Submitted to Check Base Deal Stage to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Check Salesforce Campaign Member Status to Update Base Contact Field
Assign Base Task to Update Salesforce Field to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Update Base Contact Field to Remove From Facebook Custom Audience
Base Contact Field Change to Add Salesforce Task to Add to Facebook Custom Audience
Base Deal Stage Change to Add to Facebook Custom Audience to Set Salesforce Campaign Member Status
Add a Base Deal to Check Salesforce Field to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Assign Salesforce Lead to Assign Base Contact Owner
Base Contact Field Change to Remove From Facebook Custom Audience to Assign Base Contact Owner
Assign Base Task to Add to Facebook Custom Audience to Update Salesforce Field
Showing 20 journey ideas for Facebook, Base CRM and Salesforce
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Facebook integration, Base CRM integration and the Salesforce 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.
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).
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.
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
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.
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.
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 Salesforce.
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