Salesforce + Google Sheets + Base CRM integration

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

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Marketing Automation ideas to integrate Salesforce, Google Sheets and Base CRM.

Assign Base Task to New Google Sheet Spreadsheet Row to Assign Salesforce Lead to Group

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Add a Base Deal to Add Salesforce Task to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to New Google Sheet Spreadsheet Row to Update Salesforce Field

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Base Contact Field Change to Add Salesforce Task to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to Check Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row

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Salesforce Campaign Trigger to Create Salesforce Opportunity to New Google Sheet Spreadsheet Row

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Assign Base Task to Check Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row

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Base Deal Stage Change to Assign Salesforce Lead to New Google Sheet Spreadsheet Row

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Base Contact Field Change to Assign Salesforce Lead to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to New Google Sheet Spreadsheet Row to Set Salesforce Campaign Member Status

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Add a Base Deal to New Google Sheet Spreadsheet Row to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Update Base Contact Field to New Google Sheet Spreadsheet Row

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row

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Add a Base Deal to New Google Sheet Spreadsheet Row to Assign Salesforce Lead

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Add a Base Deal to New Google Sheet Spreadsheet Row to Add Salesforce Task

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Salesforce Campaign Trigger to Assign Salesforce Lead to New Google Sheet Spreadsheet Row

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Assign Base Task to Create Salesforce Opportunity to New Google Sheet Spreadsheet Row

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Base Contact Field Change to New Google Sheet Spreadsheet Row to Create Salesforce Opportunity

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Salesforce Field Changed to Add Salesforce Task to New Google Sheet Spreadsheet Row

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Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row to Assign Salesforce Lead

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Showing 20 journey ideas for Salesforce, Google Sheets 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 Google Sheets integration

Send a new row to your Google Sheet to analyze data from a journey and create visualizations.

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, Google Sheets 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).
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.

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.
New Google Sheet Spreadsheet Row
Creates a new row in a Google Sheet.
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, Google Sheets and Base CRM.