Salesforce + Base CRM + Facebook integration

Use Autopilot to create journeys that use the Salesforce, Base CRM and Facebook integrations.

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Marketing Automation ideas to integrate Salesforce, Base CRM and Facebook.

Base Contact Field Change to Check Base Contact Field to Assign Salesforce Lead

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Base Deal Stage Change to Assign Base Contact Owner to Assign Salesforce Lead

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Salesforce Field Changed to Check Base Contact Field to Update Salesforce Field

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Salesforce Field Changed to Check Base Contact Field to Set Salesforce Campaign Member Status

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Base Contact Field Change to Update Base Contact Field to Create Salesforce Opportunity

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Base Deal Stage Change to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience

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Add a Base Deal to Check Salesforce Field to Assign Base Contact Owner

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Facebook Lead Ad Submitted to Assign Base Contact Owner to Set Salesforce Campaign Member Status

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Assign Base Task to Assign Salesforce Lead to Group to Add to Facebook Custom Audience

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Assign Base Task to Add to Facebook Custom Audience to Assign Salesforce Lead

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Base Deal Stage Change to Assign Salesforce Lead to Group to Update Base Contact Field

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

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Add a Base Deal to Check Salesforce Campaign Member Status to Add to Facebook Custom Audience

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Add a Base Deal to Add to Facebook Custom Audience to Assign Salesforce Lead to Group

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Base Contact Field Change to Check Base Deal Stage to Set Salesforce Campaign Member Status

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Base Contact Field Change to Remove From Facebook Custom Audience to Create Salesforce Opportunity

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

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Add a Base Deal to Update Salesforce Field to Add to Facebook Custom Audience

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Salesforce Field Changed to Has Submitted Facebook Lead Ad to Update Base Contact Field

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Assign Base Task to Check Salesforce Field to Assign Base Contact Owner

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Showing 20 journey ideas for Salesforce, Base CRM and Facebook

About the Salesforce integration

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 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.

About the Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Base CRM integration and the Facebook integration.

Journey 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.
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.

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.
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.

Journey 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.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.

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, Base CRM and Facebook.