Segment + Base CRM Integration

Use Autopilot to automate and integrate Segment and Base CRM.

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Marketing Automation ideas to integrate Segment and Base CRM

Segment Event to Update Salesforce Field

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Check Base Deal Stage to Send Segment Event to Update Pipedrive Person Field

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Check Base Deal Stage to Send Segment Event

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Add a Base Deal to Send Segment Event to Assign Base Contact Owner

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Add a Base Deal to Send Segment Event to Add Salesforce Task

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Segment Event to Update Pipedrive Person Field

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Base Deal Stage Change to Send Segment Event

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Add a Base Deal to Update Pipedrive Person Field

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Form Submitted to Update Base Contact Field to Send Segment Event

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Assign Base Task to Send Segment Event

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Base Deal Stage Change to Send Segment Event to Add Salesforce Task

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Segment Event to Assign Base Contact Owner to Update Salesforce Field

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Check Base Deal Stage to Check Pipedrive Deal Stage to Send Segment Event

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Typeform Submitted to Send Segment Event

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Check Base Contact Field to Add a Pipedrive Deal to Send Segment Event

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Check Base Deal Stage to Add a Pipedrive Deal to Send Segment Event

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Base Deal Stage Change to Eject from Journey to Send Segment Event

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Segment Event to Assign Base Contact Owner

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Smart Segment Trigger to Update Base Contact Field to Send Segment Event

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Check Base Contact Field to Send Segment Event

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Showing 20 of 608 Marketing Automation ideas using Autopilot's Segment and Base CRM integration.

About Segment

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

About Base CRM

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 Segment integration.

Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
Check Base Contact Field
Check for a specific value in a contact field.
Add a Base Deal
Add a new deal against the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
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.

Actions

Send Segment Event
Send a contextual Segment Event.
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 Segment and Base CRM.