Segment + Lists + Base CRM integration

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

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

Segment Event to Update Base Contact Field to Remove From List

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List Trigger to Send Segment Event to Update Base Contact Field

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Segment Event to Add to List to Update Base Contact Field

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List Trigger to Check Base Deal Stage to Send Segment Event

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Removed From List to Assign Base Contact Owner to Send Segment Event

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Segment Event to Update Base Contact Field to Add to List

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Removed From List to Send Segment Event to Remove From List

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Segment Event to Check Lead Status to Update Base Contact Field

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Add a Base Deal to Add to List to Send Segment Event

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Removed From List to Update Base Contact Field to Send Segment Event

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List Trigger to Update Base Contact Field to Send Segment Event

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Segment Event to Is on List or Segment to Assign Base Contact Owner

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Removed From List to Send Segment Event to Assign Base Contact Owner

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List Trigger to Assign Base Contact Owner to Send Segment Event

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Removed From List to Remove From List to Send Segment Event

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List Trigger to Check Lead Status to Send Segment Event

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Removed From List to Add to List to Send Segment Event

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Segment Event to Check Base Contact Field to Remove From List

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Removed From List to Is on List or Segment to Send Segment Event

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Segment Event to Send Segment Event to Remove From List

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Showing 20 journey ideas for Segment, Lists 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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

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, Lists integration and the Base CRM integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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

Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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, Lists and Base CRM.