Salesforce + Lists + Base CRM integration

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

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

Add a Base Deal to Add to List to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Is on List or Segment to Create Salesforce Opportunity

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Base Contact Field Change to Is on List or Segment to Assign Salesforce Lead

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Salesforce Campaign Trigger to Add to List to Create Salesforce Opportunity

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Salesforce Field Changed to Update Salesforce Field to Remove From List

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Assign Base Task to Remove From List to Assign Salesforce Lead to Group

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List Trigger to Create Salesforce Opportunity to Assign Base Contact Owner

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Assign Base Task to Set Salesforce Campaign Member Status to Add to List

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Removed From List to Assign Base Contact Owner to Create Salesforce Opportunity

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List Trigger to Is on List or Segment to Add Salesforce Task

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Base Deal Stage Change to Add to List to Assign Salesforce Lead to Group

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Salesforce Field Changed to Add to List to Assign Base Contact Owner

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Base Contact Field Change to Check Lead Status to Assign Salesforce Lead to Group

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Assign Base Task to Add Salesforce Task to Add to List

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Add a Base Deal to Check Lead Status to Add Salesforce Task

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Removed From List to Set Salesforce Campaign Member Status to Assign Base Contact Owner

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Add a Base Deal to Remove From List to Add Salesforce Task

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List Trigger to Create Salesforce Opportunity to Update Base Contact Field

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Salesforce Field Changed to Update Salesforce Field to Add to List

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Salesforce Field Changed to Assign Salesforce Lead to Group to Remove From List

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Showing 20 journey ideas for Salesforce, Lists 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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

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, Lists 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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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, Lists and Base CRM.