Slack + Forms + Base CRM integration

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

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Marketing Automation ideas to integrate Slack, Forms and Base CRM.

Assign Base Task to Has Submitted Form to Send Slack Message

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Base Deal Stage Change to Has Submitted Form to Send Slack Message

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Form Submitted to Has Submitted Form to Send Slack Message

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Form Submitted to Check Base Deal Stage to Send Slack Message

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Form Submitted to Update Base Contact Field to Send Slack Message

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Base Contact Field Change to Has Submitted Form to Send Slack Message

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Add a Base Deal to Has Submitted Form to Send Slack Message

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Form Submitted to Assign Base Contact Owner to Send Slack Message

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Form Submitted to Send Slack Message to Assign Base Contact Owner

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Form Submitted to Check Base Contact Field to Send Slack Message

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Form Submitted to Send Slack Message to Update Base Contact Field

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Showing 11 journey ideas for Slack, Forms 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 Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

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, Forms integration and the Base CRM integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
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

Has Submitted Form
Check if a contact has previously submitted a specific form.
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.
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, Forms and Base CRM.