Segment + Base CRM + Zendesk integration

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

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

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

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

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Assign Base Task to Check Base Contact Field to Send Segment Event

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Segment Event to Check Base Deal Stage to Send Segment Event

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

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Add a Base Deal to Send Segment Event to Submit New Zendesk Ticket

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

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Base Deal Stage Change to Submit New Zendesk Ticket to Send Segment Event

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

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Assign Base Task to Zendesk Ticket Status 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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Submits New Zendesk Ticket to Send Segment Event to Assign Base Contact Owner

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Submits New Zendesk Ticket to Update Base Contact Field to Send Segment Event

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Segment Event to Zendesk Ticket Status 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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Segment Event to Send Segment Event to Update Base Contact Field

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

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Segment Event to Zendesk Ticket Status to Update Base Contact Field

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Assign Base Task to Submit New Zendesk Ticket to Send Segment Event

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Segment Event to Check Base Contact Field to Send Segment Event

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Showing 20 journey ideas for Segment, Base CRM and Zendesk

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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Base CRM integration and the Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

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.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.

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 Zendesk.