Facebook + Base CRM + Zendesk integration

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

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

Assign Base Task to Update Base Contact Field to Remove From Facebook Custom Audience

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Assign Base Task to Update Base Contact Field to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Zendesk Ticket Status to Update Base Contact Field

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Base Deal Stage Change to Remove From Facebook Custom Audience to Submit New Zendesk Ticket

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Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Assign Base Contact Owner

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Add a Base Deal to Check Base Deal Stage to Add to Facebook Custom Audience

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Submits New Zendesk Ticket to Has Submitted Facebook Lead Ad to Assign Base Contact Owner

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Submits New Zendesk Ticket to Assign Base Contact Owner to Remove From Facebook Custom Audience

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Add a Base Deal to Submit New Zendesk Ticket to Remove From Facebook Custom Audience

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Base Contact Field Change to Submit New Zendesk Ticket to Remove From Facebook Custom Audience

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Base Contact Field Change to Check Base Deal Stage to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Update Base Contact Field to Remove From Facebook Custom Audience

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Base Deal Stage Change to Check Base Deal Stage to Add to Facebook Custom Audience

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Add a Base Deal to Remove From Facebook Custom Audience to Update Base Contact Field

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Facebook Lead Ad Submitted to Update Base Contact Field to Add to Facebook Custom Audience

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Add a Base Deal to Update Base Contact Field to Remove From Facebook Custom Audience

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Add a Base Deal to Add to Facebook Custom Audience to Submit New Zendesk Ticket

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Assign Base Task to Has Submitted Facebook Lead Ad to Submit New Zendesk Ticket

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Base Contact Field Change to Add to Facebook Custom Audience to Update Base Contact Field

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Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Update Base Contact Field

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Showing 20 journey ideas for Facebook, Base CRM and Zendesk

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 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 Facebook integration, Base CRM integration and the Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

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

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.
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 Facebook, Base CRM and Zendesk.