Twilio + Custom Fields + Base CRM integration

Use Autopilot to create journeys that use the Twilio, Custom Fields and Base CRM integrations.

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Marketing Automation ideas to integrate Twilio, Custom Fields and Base CRM.

Twilio SMS Received to Send Twilio SMS to Update Field

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Base Deal Stage Change to Check Field to Send Twilio SMS

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Field Match to Check Field to Send Twilio SMS

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Field Match to Update Field to Send Twilio SMS

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Base Deal Stage Change to Update Field to Send Twilio SMS

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Twilio SMS Received to Check Field to Assign Base Contact Owner

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Field Match to Send Twilio SMS to Assign Base Contact Owner

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Base Contact Field Change to Update Field to Send Twilio SMS

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Twilio SMS Received to Check Field to Update Base Contact Field

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Twilio SMS Received to Check Base Deal Stage to Update Field

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Twilio SMS Received to Check Field to Send Twilio SMS

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Field Match to Update Base Contact Field to Send Twilio SMS

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Field Match to Send Twilio SMS to Update Field

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Twilio SMS Received to Update Field to Update Base Contact Field

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Twilio SMS Received to Update Field to Assign Base Contact Owner

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Assign Base Task to Send Twilio SMS to Update Field

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Field Match to Check Base Contact Field to Send Twilio SMS

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Base Contact Field Change to Check Field to Send Twilio SMS

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Field Match to Assign Base Contact Owner to Send Twilio SMS

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Field Match to Send Twilio SMS to Update Base Contact Field

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Showing 20 journey ideas for Twilio, Custom Fields and Base CRM

About the Twilio integration

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 the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

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 Twilio integration, Custom Fields integration and the Base CRM integration.

Journey Triggers

Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
Field Match
Add a contact to a journey when a particular 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 Field
Check if a 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 Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Update Field
Update a 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 Twilio, Custom Fields and Base CRM.