Salesforce + Base CRM Integration

Use Autopilot to automate and integrate Salesforce and Base CRM.

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Marketing Automation ideas to integrate Salesforce and Base CRM

Add a Base Deal to Add Delay to Create Salesforce Opportunity

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Add a Base Deal to Assign Base Contact Owner to Set Salesforce Campaign Member Status

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Assign Base Task to Add Salesforce Task to Update Base Contact Field

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Add a Base Deal to Add Delay

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Assign Base Task to Assign Salesforce Lead to Group

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Check Base Deal Stage to Create Salesforce Opportunity

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Base Contact Field Change to Update Salesforce Field

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Assign Base Contact Owner

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Base Deal Stage Change to Update Base Contact Field to Add Salesforce Task

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Base Deal Stage Change to Add Salesforce Task

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Assign Base Task to Assign Salesforce Lead

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Check Base Deal Stage to Set Salesforce Campaign Member Status to Remove From List

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Assign Base Contact Owner

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Add a Base Deal to Eject from Journey to Set Salesforce Campaign Member Status

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Typeform Submitted to Set Salesforce Campaign Member Status

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Base Deal Stage Change to Update Salesforce Field to Assign Base Contact Owner

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Add a Base Deal to Set Salesforce Campaign Member Status to Remove From List

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Check Base Deal Stage to Create Salesforce Opportunity to Assign Base Contact Owner

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Check Base Deal Stage to Add Delay

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Check Base Deal Stage to Add Salesforce Task

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Showing 20 of 3648 Marketing Automation ideas using Autopilot's Salesforce and Base CRM integration.

About Salesforce

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

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 Salesforce integration.

Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field's value meets your criteria (e.g. contains a particular word).
Check Base Contact Field
Check for a specific value in a contact field.
Add a Base Deal
Add a new deal against the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
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 Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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 Salesforce and Base CRM.