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 Assign Salesforce Lead to Group to Add Trello Card
Salesforce Campaign Trigger to Add Trello Card
Salesforce Field Changed to Eject from Journey
Add a Base Deal to Eject from Journey
Add a Base Deal to Has Visited Page to Add Salesforce Task
Base Deal Stage Change to Check Salesforce Campaign Member Status to Assign Base Contact Owner
Base Contact Field Change to Set Salesforce Campaign Member Status to Change Score
Base Contact Field Change to Assign Salesforce Lead
Base Deal Stage Change to Add Salesforce Task
Base Contact Field Change to Check Salesforce Campaign Member Status to Assign Base Contact Owner
New Drift Contact to Set Salesforce Campaign Member Status
Add a Base Deal to Check Salesforce Campaign Member Status to Add Trello Card
Form Submitted to Assign Salesforce Lead to Group to Update Base Contact Field
Field Match to Assign Salesforce Lead
Instapage Form Submitted to Check Salesforce Campaign Member Status to Assign Base Contact Owner
Assign Base Task to Set Salesforce Campaign Member Status to Add Trello Card
Assign Base Task to Has Submitted Typeform to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Update Field
Base Deal Stage Change to Update Salesforce Field
Add a Base Deal to Has Submitted Typeform to Assign Salesforce Lead
Showing 20 of 3400 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 meets your 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 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.
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
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.
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