Forms + Lists + Base CRM integration

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

Upcoming

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

Form Submitted to Assign Base Contact Owner to Remove From List

Try this free

Base Contact Field Change to Has Submitted Form to Remove From List

Try this free

Base Contact Field Change to Has Submitted Form to Add to List

Try this free

Form Submitted to Update Base Contact Field to Add to List

Try this free

Form Submitted to Check Base Deal Stage to Add to List

Try this free

Assign Base Task to Has Submitted Form to Add to List

Try this free

Base Deal Stage Change to Has Submitted Form to Remove From List

Try this free

Form Submitted to Has Submitted Form to Remove From List

Try this free

Form Submitted to Has Submitted Form to Add to List

Try this free

Form Submitted to Check Base Contact Field to Remove From List

Try this free

Form Submitted to Assign Base Contact Owner to Add to List

Try this free

Form Submitted to Is on List or Segment to Assign Base Contact Owner

Try this free

Form Submitted to Remove From List to Update Base Contact Field

Try this free

Form Submitted to Check Base Contact Field to Add to List

Try this free

Add a Base Deal to Has Submitted Form to Remove From List

Try this free

Removed From List to Has Submitted Form to Add to List

Try this free

Removed From List to Has Submitted Form to Update Base Contact Field

Try this free

Form Submitted to Add to List to Update Base Contact Field

Try this free

Removed From List to Has Submitted Form to Assign Base Contact Owner

Try this free

List Trigger to Has Submitted Form to Remove From List

Try this free

Showing 20 journey ideas for Forms, Lists and Base CRM

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

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 Forms integration, Lists integration and the Base CRM integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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

Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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 Forms, Lists and Base CRM.