Salesforce + Instapage + Base CRM integration

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

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

Instapage Form Submitted to Create Salesforce Opportunity to Assign Base Contact Owner

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Instapage Form Submitted to Assign Base Contact Owner to Set Salesforce Campaign Member Status

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Instapage Form Submitted to Set Salesforce Campaign Member Status to Assign Base Contact Owner

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Instapage Form Submitted to Assign Salesforce Lead to Group to Assign Base Contact Owner

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Instapage Form Submitted to Check Base Deal Stage to Add Salesforce Task

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Instapage Form Submitted to Assign Salesforce Lead to Group to Update Base Contact Field

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Instapage Form Submitted to Update Base Contact Field to Update Salesforce Field

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Instapage Form Submitted to Check Salesforce Field to Assign Base Contact Owner

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Instapage Form Submitted to Check Base Contact Field to Update Salesforce Field

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Instapage Form Submitted to Update Base Contact Field to Assign Salesforce Lead to Group

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Instapage Form Submitted to Assign Base Contact Owner to Assign Salesforce Lead

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Instapage Form Submitted to Check Base Contact Field to Add Salesforce Task

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Instapage Form Submitted to Check Salesforce Field to Update Base Contact Field

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Instapage Form Submitted to Assign Salesforce Lead to Update Base Contact Field

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Instapage Form Submitted to Update Salesforce Field to Update Base Contact Field

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Instapage Form Submitted to Check Base Deal Stage to Assign Salesforce Lead to Group

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Instapage Form Submitted to Check Salesforce Campaign Member Status to Update Base Contact Field

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Instapage Form Submitted to Check Base Deal Stage to Update Salesforce Field

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Instapage Form Submitted to Assign Base Contact Owner to Update Salesforce Field

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Instapage Form Submitted to Update Salesforce Field to Assign Base Contact Owner

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Showing 20 journey ideas for Salesforce, Instapage 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 Instapage integration

Instapage helps advertisers increase conversions by enabling the creation, personalization, and optimization of landing pages at scale.

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, Instapage 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).
Instapage Form Submitted
Using form capture, captures a form submission and relevant details from an Instapage form
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.
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, Instapage and Base CRM.