Hubspot CRM + Page Visit Tracking + Base CRM integration

Use Autopilot to create journeys that use the Hubspot CRM, Page Visit Tracking and Base CRM integrations.

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Marketing Automation ideas to integrate Hubspot CRM, Page Visit Tracking and Base CRM.

Page Visited to Check Base Deal Stage to Update HubSpot Contact Field

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Page Visited to Update HubSpot Contact Field to Assign Base Contact Owner

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Page Visited to Check Base Contact Field to Update HubSpot CRM Deal Stage

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Page Visited to Check HubSpot CRM Deal Stage to Assign Base Contact Owner

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Page Visited to Check Base Contact Field to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Has Visited Page to Assign Base Contact Owner

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New HubSpot CRM Contact to Has Visited Page to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Has Visited Page to Update Base Contact Field

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HubSpot CRM Deal Stage Match to Has Visited Page to Add HubSpot CRM Deal

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Base Contact Field Change to Has Visited Page to Add HubSpot CRM Deal

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Add a Base Deal to Has Visited Page to Add HubSpot CRM Deal

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Add a Base Deal to Has Visited Page to Update HubSpot Contact Field

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New HubSpot CRM Contact to Has Visited Page to Update Base Contact Field

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Assign Base Task to Has Visited Page to Update HubSpot Contact Field

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Page Visited to Check Base Deal Stage to Add HubSpot CRM Deal

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Page Visited to Update HubSpot Contact Field to Update Base Contact Field

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Assign Base Task to Has Visited Page to Add HubSpot CRM Deal

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Base Contact Field Change to Has Visited Page to Update HubSpot CRM Deal Stage

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Add a Base Deal to Has Visited Page to Update HubSpot CRM Deal Stage

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Page Visited to Check HubSpot CRM Deal Stage to Update Base Contact Field

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Showing 20 journey ideas for Hubspot CRM, Page Visit Tracking and Base CRM

About the Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

About the Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

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 Hubspot CRM integration, Page Visit Tracking integration and the Base CRM integration.

Journey Triggers

New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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 HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.
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 Hubspot CRM, Page Visit Tracking and Base CRM.