Slack + Close.io + Base CRM integration

Use Autopilot to create journeys that use the Slack, Close.io and Base CRM integrations.

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Marketing Automation ideas to integrate Slack, Close.io and Base CRM.

Assign Base Task to Check Close.io Field to Send Slack Message

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Add a Base Deal to Assign Close.io Task to Send Slack Message

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New Close.io Event to Send Slack Message to Assign Close.io Task

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Base Contact Field Change to Send Slack Message to Assign Close.io Task

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Close.io Field Change to Check Base Deal Stage to Send Slack Message

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Base Contact Field Change to Check Close.io Opportunity Status to Send Slack Message

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Base Deal Stage Change to Update Close.io Field to Send Slack Message

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New Close.io Event to Update Close.io Opportunity Stage to Send Slack Message

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Assign Base Task to Send Slack Message to Create Close.io Opportunity

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Base Contact Field Change to Create Close.io Opportunity to Send Slack Message

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Base Deal Stage Change to Send Slack Message to Create Close.io Opportunity

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Assign Base Task to Assign Close.io Lead to Send Slack Message

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New Close.io Event to Assign Base Contact Owner to Send Slack Message

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Close.io Opportunity Status Change to Assign Close.io Task to Send Slack Message

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Base Contact Field Change to Send Slack Message to Create Close.io Opportunity

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Base Contact Field Change to Assign Close.io Task to Send Slack Message

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Add a Base Deal to Send Slack Message to Update Close.io Opportunity Stage

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New Close.io Event to Update Close.io Field to Send Slack Message

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Close.io Field Change to Send Slack Message to Update Close.io Field

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Close.io Opportunity Status Change to Check Base Deal Stage to Send Slack Message

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Showing 20 journey ideas for Slack, Close.io and Base CRM

About the Slack integration

Follow up on hot leads or key activities fast and build team alignment by automating Slack messages into your marketing journeys.

About the Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

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 Slack integration, Close.io integration and the Base CRM integration.

Journey Triggers

Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io 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 Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io 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 Slack Message
Send a contextual Slack message to a Slack channel.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.
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 Slack, Close.io and Base CRM.