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

Assign Base Task to Send Segment Event

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Base Deal Stage Change to Send Segment Event to Update Field

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Form Submitted to Send Segment Event to Update Base Contact Field

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Segment Event to Set Salesforce Campaign Member Status

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API Trigger to Send Segment Event

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Segment Event to Check Base Contact Field to Update Pipedrive Person Field

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Base Contact Field Change to Has Submitted Form to Send Segment Event

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Segment Event to Change Score

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Segment Event to Change Score to Assign Base Contact Owner

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Segment Event to Update Pipedrive Person Field

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Assign Base Task to Assign Base Contact Owner to Send Segment Event

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Segment Event to Update Base Contact Field

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Add a Base Deal to Update Base Contact Field to Send Segment Event

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Assign Base Task to Check Base Deal Stage to Send Segment Event

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Base Contact Field Change to Mail Lob Postcard to Send Segment Event

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Assign Base Task to Change Score

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Segment Event to Add to List

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Assign Base Task to Change Score to Send Segment Event

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Base Deal Stage Change to Send Segment Event

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Segment Event to Add to List

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Showing 20 of 600 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.
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 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.

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.