Segment + Salesforce + Base CRM integration
Use Autopilot to create journeys that use the Segment, Salesforce and Base CRM integrations.
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Marketing Automation ideas to integrate Segment, Salesforce and Base CRM.
Add a Base Deal to Check Salesforce Field to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event to Update Salesforce Field
Segment Event to Check Base Contact Field to Add Salesforce Task
Salesforce Field Changed to Send Segment Event to Set Salesforce Campaign Member Status
Base Deal Stage Change to Update Salesforce Field to Send Segment Event
Salesforce Field Changed to Check Base Deal Stage to Send Segment Event
Segment Event to Check Salesforce Campaign Member Status to Update Base Contact Field
Assign Base Task to Create Salesforce Opportunity to Send Segment Event
Segment Event to Assign Salesforce Lead to Group to Send Segment Event
Salesforce Field Changed to Add Salesforce Task to Send Segment Event
Assign Base Task to Send Segment Event to Assign Salesforce Lead to Group
Segment Event to Check Base Deal Stage to Add Salesforce Task
Add a Base Deal to Send Segment Event to Set Salesforce Campaign Member Status
Assign Base Task to Assign Salesforce Lead to Group to Send Segment Event
Segment Event to Check Salesforce Campaign Member Status to Send Segment Event
Segment Event to Send Segment Event to Create Salesforce Opportunity
Segment Event to Create Salesforce Opportunity to Send Segment Event
Add a Base Deal to Assign Salesforce Lead to Send Segment Event
Assign Base Task to Send Segment Event to Add Salesforce Task
Segment Event to Set Salesforce Campaign Member Status to Assign Base Contact Owner
Showing 20 journey ideas for Segment, Salesforce 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 Salesforce integration
Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.
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, Salesforce integration and the Base CRM integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field 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 Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
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 Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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, Salesforce and Base CRM.
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