Segment + Base CRM + Close.io integration
Use Autopilot to create journeys that use the Segment, Base CRM and Close.io integrations.
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Marketing Automation ideas to integrate Segment, Base CRM and Close.io.
Add a Base Deal to Send Segment Event to Update Close.io Opportunity Stage
Assign Base Task to Send Segment Event to Assign Close.io Lead
Segment Event to Check Close.io Opportunity Status to Assign Base Contact Owner
Add a Base Deal to Send Segment Event to Assign Close.io Task
Assign Base Task to Create Close.io Opportunity to Send Segment Event
Assign Base Task to Check Base Contact Field to Send Segment Event
Assign Base Task to Update Close.io Field to Send Segment Event
Assign Base Task to Update Close.io Opportunity Stage to Send Segment Event
Close.io Field Change to Check Base Deal Stage to Send Segment Event
New Close.io Event to Send Segment Event to Update Base Contact Field
Add a Base Deal to Send Segment Event to Update Close.io Field
Segment Event to Update Close.io Opportunity Stage to Update Base Contact Field
Add a Base Deal to Check Base Contact Field to Send Segment Event
Segment Event to Update Base Contact Field to Create Close.io Opportunity
Base Deal Stage Change to Check Base Contact Field to Send Segment Event
Base Deal Stage Change to Assign Base Contact Owner to Send Segment Event
Base Deal Stage Change to Send Segment Event to Update Close.io Opportunity Stage
Segment Event to Update Base Contact Field to Send Segment Event
Base Contact Field Change to Send Segment Event to Update Close.io Opportunity Stage
New Close.io Event to Update Base Contact Field to Send Segment Event
Showing 20 journey ideas for Segment, Base CRM and Close.io
About the Segment integration
Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.
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.
About the Close.io integration
Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Segment integration, Base CRM integration and the Close.io integration.
Journey 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.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).
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.
Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey 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.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.
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, Base CRM and Close.io.
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