Segment + Headsup + Base CRM integration

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

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

Segment Event to Assign Base Contact Owner to Show Headsup Message

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Assign Base Task to Send Segment Event to Show Headsup Message

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Segment Event to Show Headsup Message to Assign Base Contact Owner

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Assign Base Task to Check Headsup Status to Send Segment Event

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Segment Event to Check Base Contact Field to Show Headsup Message

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Segment Event to Check Headsup Status to Update Base Contact Field

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Add a Base Deal to Check Headsup Status to Send Segment Event

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Segment Event to Show Headsup Message to Send Segment Event

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Segment Event to Check Headsup Status to Send Segment Event

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Base Deal Stage Change to Show Headsup Message to Send Segment Event

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Segment Event to Update Base Contact Field to Show Headsup Message

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Segment Event to Check Headsup Status to Assign Base Contact Owner

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Add a Base Deal to Send Segment Event to Show Headsup Message

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Base Contact Field Change to Show Headsup Message to Send Segment Event

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Segment Event to Send Segment Event to Show Headsup Message

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Base Contact Field Change to Send Segment Event to Show Headsup Message

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

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Base Deal Stage Change to Send Segment Event to Show Headsup Message

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

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Segment Event to Show Headsup Message to Update Base Contact Field

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Showing 20 journey ideas for Segment, Headsup 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 Headsup integration

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

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, Headsup integration and the Base CRM 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.

Conditions

Check Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
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.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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, Headsup and Base CRM.