Segment + Base CRM + Intercom integration

Use Autopilot to create journeys that use the Segment, Base CRM and Intercom integrations.

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Marketing Automation ideas to integrate Segment, Base CRM and Intercom.

New Intercom User to Assign Base Contact Owner to Send Segment Event

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

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

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New Intercom User to Check Base Deal Stage to Send Segment Event

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Intercom Tag to Update Base Contact Field to Send Segment Event

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Base Contact Field Change to Send Segment Event to Assign Base Contact Owner

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

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New Intercom User to Check Base Contact Field to Send Segment Event

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

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Add Intercom Tag to Send Segment Event to Assign Base Contact Owner

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New Intercom Lead to Assign Base Contact Owner to Send Segment Event

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Add Intercom Tag to Update Base Contact Field to Send Segment Event

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Add Intercom Tag to Check Base Deal Stage to Send Segment Event

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Base Deal Stage Change to Update Base Contact Field to Send Segment Event

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Segment Event to Update Base Contact Field to Send Segment Event

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Base Deal Stage Change to Send Segment Event to Assign Base Contact Owner

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Base Contact Field Change to Check Base Contact Field to Send Segment Event

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

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

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Intercom Tag to Send Segment Event to Update Base Contact Field

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Showing 20 journey ideas for Segment, Base CRM and Intercom

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 Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Base CRM integration and the Intercom 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.
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.

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.

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.

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 Intercom.