Twilio + Base CRM Integration

Use Autopilot to automate and integrate Twilio and Base CRM.

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Marketing Automation ideas to integrate Twilio and Base CRM

Check Base Deal Stage to Send Twilio SMS

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Twilio SMS Received to Add to Google AdWords Audience

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Assign Base Task to Send Twilio SMS to Assign Base Contact Owner

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Twilio SMS Received to Is on List or Segment to Update Base Contact Field

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Base Deal Stage Change to Update Base Contact Field to Send Twilio SMS

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Twilio SMS Received to Assign Base Contact Owner to Send Slack Message

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Twilio SMS Received to Send Twilio SMS to Update Base Contact Field

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Base Deal Stage Change to Send Twilio SMS to Assign Base Contact Owner

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Twilio SMS Received to Create Salesforce Opportunity to Assign Base Contact Owner

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Twilio SMS Received to Update Base Contact Field

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Check Base Contact Field to Add to Google AdWords Audience

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Twilio SMS Received to Assign Base Contact Owner

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Check Base Deal Stage to Send Twilio SMS

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Base Deal Stage Change to Send Twilio SMS

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Twilio SMS Received to Assign Base Contact Owner

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Check Base Contact Field to Check Field to Send Twilio SMS

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Smart Segment Trigger to Assign Base Contact Owner

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Base Deal Stage Change to Send Twilio SMS

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Check Base Deal Stage to Assign Base Contact Owner to Send Twilio SMS

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Add a Base Deal to Create Salesforce Opportunity to Send Twilio SMS

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Showing 20 of 630 Marketing Automation ideas using Autopilot's Twilio and Base CRM integration.

About Twilio

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

About Base CRM

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 Twilio integration.

Triggers

Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
Check Base Contact Field
Check for a specific value in a contact field.
Add a Base Deal
Add a new deal against the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
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.

Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
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 Twilio and Base CRM.