Heap + Base CRM Integration

Use Autopilot to automate and integrate Heap and Base CRM.

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Marketing Automation ideas to integrate Heap and Base CRM

Base Contact Field Change to Add Pipedrive Note

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Heap Event to Set Salesforce Campaign Member Status

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Heap Event to Update Pipedrive Person Field to Assign Base Contact Owner

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Heap Event to Assign Base Contact Owner to Update Pipedrive Person Field

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

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Heap Event to Check Base Deal Stage to Unsubscribe from Mailchimp Audience

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Heap Event to Update Base Contact Field to Update Pipedrive Person Field

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Heap Event to Update Pipedrive Person Field to Update Base Contact Field

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Heap Event to Update Base Contact Field to Unsubscribe from Mailchimp Audience

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Heap Event to Update Pipedrive Person Field

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Heap Event to Assign Base Contact Owner

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Add a Base Deal to Update Pipedrive Person Field

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Heap Event to Assign Base Contact Owner

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Assign Base Task to Add Pipedrive Note

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Heap Event to Check Base Contact Field to Set Salesforce Campaign Member Status

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Heap Event to Update Base Contact Field

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Heap Event to Assign Base Contact Owner

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New HubSpot CRM Contact to Update Base Contact Field

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Heap Event to Update Base Contact Field

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Heap Event to Assign Base Contact Owner to Unsubscribe from Mailchimp Audience

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Showing 20 of 162 Marketing Automation ideas using Autopilot's Heap and Base CRM integration.

About Heap

Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.

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 Heap integration.

Triggers

Heap Event
Add a contact to a journey when they perform a Heap event.
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 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

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 Heap and Base CRM.