Salesforce + Base CRM + Freshdesk integration

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

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

Salesforce Campaign Trigger to Add Salesforce Task to Assign Base Contact Owner

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Salesforce Field Changed to Update Base Contact Field to Assign Salesforce Lead to Group

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Assign Base Task to Freshdesk Ticket Status to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Update Base Contact Field to Freshdesk Update Ticket

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Salesforce Campaign Trigger to Assign Base Contact Owner to Freshdesk Update Ticket

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Salesforce Campaign Trigger to Check Base Deal Stage to Freshdesk Update Ticket

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Add a Base Deal to Update Base Contact Field to Assign Salesforce Lead to Group

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Base Contact Field Change to Check Salesforce Field to Update Base Contact Field

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Base Contact Field Change to Freshdesk Update Ticket to Assign Salesforce Lead

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Add a Base Deal to Update Base Contact Field to Assign Salesforce Lead

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Freshdesk Ticket Updated to Update Salesforce Field to Update Base Contact Field

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Freshdesk New Contact to Check Salesforce Campaign Member Status to Assign Base Contact Owner

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Freshdesk Contact Updated to Assign Salesforce Lead to Group to Assign Base Contact Owner

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New Freshdesk Ticket to Update Salesforce Field 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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Salesforce Field Changed to Update Salesforce Field to Update Base Contact Field

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Assign Base Task to Freshdesk Update Ticket to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Check Base Contact Field to Assign Salesforce Lead

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

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

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Showing 20 journey ideas for Salesforce, Base CRM and Freshdesk

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Base CRM integration and the Freshdesk 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.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

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.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.