Headsup + Base CRM Integration
Use Autopilot to automate and integrate Headsup and Base CRM.
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Marketing Automation ideas to integrate Headsup and Base CRM
Base Deal Stage Change to Show Headsup Message
Assign Base Task to Show Headsup Message
Assign Base Task to Show Headsup Message
Typeform Submitted to Assign Base Contact Owner
Assign Base Task to Show Headsup Message
Add a Base Deal to Show Headsup Message to Add Trello Card
Typeform Submitted to Show Headsup Message
Assign Base Task to Check Headsup Status to Create Salesforce Opportunity
Assign Base Task to Check Lead Status to Show Headsup Message
Twilio SMS Received to Check Base Contact Field to Show Headsup Message
Assign Base Task to Check Headsup Status to Update Base Contact Field
Assign Base Task to Check Headsup Status to Send Email
Smart Segment Trigger to Check Headsup Status to Update Base Contact Field
Assign Base Task to Show Headsup Message
Base Contact Field Change to Add to List to Show Headsup Message
Add Intercom Tag to Check Headsup Status to Assign Base Contact Owner
Page Visited to Check Base Deal Stage to Show Headsup Message
Base Deal Stage Change to Check Headsup Status to Assign Base Contact Owner
Assign Base Task to Add Trello Card
Twilio SMS Received to Show Headsup Message to Update Base Contact Field
Showing 20 of 634 Marketing Automation ideas using Autopilot's Headsup and Base CRM integration.
About Headsup
Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.
About Base CRM
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 Headsup integration.
Triggers
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
Check Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
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.
Actions
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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 Headsup and Base CRM.
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