Salesforce + Facebook + Base CRM integration

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

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

Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Add Salesforce Task

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Facebook Lead Ad Submitted to Assign Salesforce Lead to Add to Facebook Custom Audience

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Base Contact Field Change to Add Salesforce Task to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Check Base Deal Stage to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Has Submitted Facebook Lead Ad to Add Salesforce Task

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Base Contact Field Change to Remove From Facebook Custom Audience to Add Salesforce Task

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

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

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Facebook Lead Ad Submitted to Check Salesforce Field to Add to Facebook Custom Audience

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Salesforce Field Changed to Has Submitted Facebook Lead Ad to Add Salesforce Task

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Facebook Lead Ad Submitted to Set Salesforce Campaign Member Status to Add to Facebook Custom Audience

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Salesforce Field Changed to Remove From Facebook Custom Audience to Assign Base Contact Owner

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Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Add Salesforce Task

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Salesforce Field Changed to Check Salesforce Field to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Update Salesforce Field to Add to Facebook Custom Audience

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Salesforce Campaign Trigger to Add to Facebook Custom Audience to Update Base Contact Field

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Salesforce Campaign Trigger to Has Submitted Facebook Lead Ad to Assign Salesforce Lead

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Salesforce Field Changed to Add to Facebook Custom Audience to Update Base Contact Field

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Base Contact Field Change to Add to Facebook Custom Audience to Update Salesforce Field

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Salesforce Field Changed to Assign Base Contact Owner to Add to Facebook Custom Audience

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Showing 20 journey ideas for Salesforce, Facebook and Base CRM

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 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.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Facebook integration and the Base CRM 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).
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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.
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
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.

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.
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.
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, Facebook and Base CRM.