LiveChat + Base CRM Integration

Use Autopilot to automate and integrate LiveChat and Base CRM.

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Marketing Automation ideas to integrate LiveChat and Base CRM

LiveChat Tag to Check Base Contact Field to Update Field

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LiveChat Tag to Assign Base Contact Owner

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New Intercom User to Assign Base Contact Owner

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LiveChat Tag to Show Headsup Message to Update Base Contact Field

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LiveChat Tag to Show Headsup Message

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LiveChat Tag to Assign Salesforce Lead

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LiveChat Tag to Show Headsup Message

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LiveChat Tag to Update Base Contact Field to Assign Salesforce Lead

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LiveChat Tag to Update Base Contact Field

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Base Deal Stage Change to Add Salesforce Task

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LiveChat Tag to Show Headsup Message to Assign Base Contact Owner

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LiveChat Tag to Assign Base Contact Owner

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LiveChat Tag to Schedule Pipedrive Activity to Update Base Contact Field

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LiveChat Tag to Assign Base Contact Owner to Add Salesforce Task

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LiveChat Tag to Update Field to Update Base Contact Field

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LiveChat Tag to Assign Base Contact Owner

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LiveChat Tag to Add Salesforce Task to Assign Base Contact Owner

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LiveChat Tag to Check Base Contact Field to Show Headsup Message

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LiveChat Tag to Schedule Pipedrive Activity to Assign Base Contact Owner

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LiveChat Tag to Add Salesforce Task to Update Base Contact Field

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Showing 20 of 170 Marketing Automation ideas using Autopilot's LiveChat and Base CRM integration.

About LiveChat

Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.

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 LiveChat integration.

Triggers

LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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 LiveChat and Base CRM.