Salesforce + Base CRM + NationBuilder integration

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

Upcoming
Upcoming

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

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

Try this free

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

Try this free

Salesforce Campaign Trigger to Create Salesforce Opportunity to Assign Base Contact Owner

Try this free

Salesforce Field Changed to Set Salesforce Campaign Member Status to Assign Base Contact Owner

Try this free

Added to NationBuilder Nation List to Create Salesforce Opportunity to Assign Base Contact Owner

Try this free

Assign Base Task to Assign Salesforce Lead to Group to Assign Base Contact Owner

Try this free

NationBuilder Membership Status to Update Base Contact Field to Add Salesforce Task

Try this free

NationBuilder Membership Status to Check Base Deal Stage to Create Salesforce Opportunity

Try this free

New NationBuilder Donor to Check Base Contact Field to Create Salesforce Opportunity

Try this free

New NationBuilder Donor to Check Base Deal Stage to Assign Salesforce Lead to Group

Try this free

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

Try this free

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

Try this free

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

Try this free

Base Deal Stage Change to Is a NationBuilder Donor? to Assign Salesforce Lead

Try this free

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

Try this free

New NationBuilder Person Tag to Assign Base Contact Owner to Add Salesforce Task

Try this free

Added to NationBuilder Nation List to Check Base Contact Field to Assign Salesforce Lead to Group

Try this free

New NationBuilder Donor to Check Salesforce Field to Update Base Contact Field

Try this free

Added to NationBuilder Nation List to Add Salesforce Task to Update Base Contact Field

Try this free

Add a Base Deal to Check Base Deal Stage to Add Salesforce Task

Try this free

Showing 20 journey ideas for Salesforce, Base CRM and NationBuilder

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 NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Base CRM integration and the NationBuilder 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.
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.

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.
Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.

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.

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 NationBuilder.