Slack + LiveChat + Base CRM integration
Use Autopilot to create journeys that use the Slack, LiveChat and Base CRM integrations.
Upcoming
Marketing Automation ideas to integrate Slack, LiveChat and Base CRM.
LiveChat Tag to Check Base Deal Stage to Send Slack Message
LiveChat Tag to Assign Base Contact Owner to Send Slack Message
LiveChat Tag to Send Slack Message to Assign Base Contact Owner
LiveChat Tag to Send Slack Message to Update Base Contact Field
LiveChat Tag to Check Base Contact Field to Send Slack Message
LiveChat Tag to Update Base Contact Field to Send Slack Message
Showing 6 journey ideas for Slack, LiveChat 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 LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
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, LiveChat integration and the Base CRM integration.
Journey Triggers
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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 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, LiveChat and Base CRM.
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