Forms + Wordpress + Base CRM integration

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

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

New Wordpress Post to Has Submitted Form to Update Base Contact Field

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New Wordpress Post to Has Submitted Form to Assign Base Contact Owner

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Showing 2 journey ideas for Forms, Wordpress 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 Wordpress integration

Every website starts with an idea. WordPress.com provides the design, features, and support to bring it to life. Choose your theme, pick a domain, select a plan, and start building your future.

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, Wordpress integration and the Base CRM integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
New Wordpress Post
Add contacts that are subscribed to your blog to the journey when a new post is published.
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

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, Wordpress and Base CRM.