Segment + Insightly + Base CRM integration
Use Autopilot to create journeys that use the Segment, Insightly and Base CRM integrations.
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Marketing Automation ideas to integrate Segment, Insightly and Base CRM.
Check Insightly Contact Field to Update Insightly Contact Field to Send Segment Event
Segment Event to Create Insightly Project to Assign Base Contact Owner
Insightly Contact Field Change to Send Segment Event to Assign Base Contact Owner
Base Deal Stage Change to Assign Insightly Owner to Send Segment Event
Check Insightly Contact Field to Assign Base Contact Owner to Send Segment Event
Add a Base Deal to Send Segment Event to Create Insightly Project
Check Insightly Opportunity Stage to Check Base Contact Field to Send Segment Event
Add a Base Deal to Assign Insightly Owner to Send Segment Event
Insightly Contact Field Change to Check Base Contact Field to Send Segment Event
Add Insightly Opportunity to Assign Insightly Owner to Send Segment Event
Assign Base Task to Update Insightly Contact Field to Send Segment Event
Insightly Opportunity Status Change to Send Segment Event to Assign Insightly Task
Add Insightly Opportunity to Create Insightly Project to Send Segment Event
Insightly Opportunity Status Change to Send Segment Event to Assign Base Contact Owner
Add Insightly Opportunity to Update Base Contact Field to Send Segment Event
Check Insightly Opportunity Stage to Check Base Deal Stage to Send Segment Event
Check Insightly Opportunity Stage to Send Segment Event to Assign Insightly Task
Segment Event to Assign Insightly Owner to Update Base Contact Field
Insightly Contact Field Change to Send Segment Event to Update Base Contact Field
Segment Event to Check Base Deal Stage to Update Insightly Contact Field
Showing 20 journey ideas for Segment, Insightly 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 Insightly integration
Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.
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, Insightly integration and the Base CRM integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.
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 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.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.
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, Insightly and Base CRM.
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