Segment + Custom Fields + Base CRM integration

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

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Marketing Automation ideas to integrate Segment, Custom Fields and Base CRM.

Assign Base Task to Check Field to Send Segment Event

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Segment Event to Check Field to Assign Base Contact Owner

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Field Match to Assign Base Contact Owner to Send Segment Event

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Base Contact Field Change to Update Field to Send Segment Event

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Segment Event to Update Field to Update Base Contact Field

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Segment Event to Check Field to Send Segment Event

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Base Deal Stage Change to Check Field to Send Segment Event

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Field Match to Check Base Contact Field to Send Segment Event

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Field Match to Send Segment Event to Update Base Contact Field

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Segment Event to Check Base Contact Field to Update Field

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Assign Base Task to Update Field to Send Segment Event

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Segment Event to Check Field to Update Base Contact Field

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Field Match to Send Segment Event to Update Field

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Base Contact Field Change to Send Segment Event to Update Field

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Segment Event to Update Field to Send Segment Event

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Field Match to Check Base Deal Stage to Send Segment Event

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Field Match to Send Segment Event to Assign Base Contact Owner

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Base Deal Stage Change to Update Field to Send Segment Event

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Segment Event to Send Segment Event to Update Field

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Base Contact Field Change to Check Field to Send Segment Event

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Showing 20 journey ideas for Segment, Custom Fields and Base CRM

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 Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Custom Fields integration and the Base CRM integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
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 Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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.
Update Field
Update a field to a specific value.
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, Custom Fields and Base CRM.