Twilio + Email + Base CRM integration

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

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Marketing Automation ideas to integrate Twilio, Email and Base CRM.

Check Base Contact Field to Send Email to Send Twilio SMS

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Email Activity to Assign Base Contact Owner to Send Twilio SMS

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Assign Base Task to Send Twilio SMS to Send Email

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Twilio SMS Received to Check Email Status to Send Twilio SMS

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Twilio SMS Received to Check Email Status to Update Base Contact Field

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Base Contact Field Change to Send Email to Send Twilio SMS

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Email Activity to Send Email to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Send Email

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Base Deal Stage Change to Send Twilio SMS to Send Email

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Add a Base Deal to Send Twilio SMS to Send Email

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Email Activity to Send Twilio SMS to Assign Base Contact Owner

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Twilio SMS Received to Send Email to Send Twilio SMS

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Email Activity to Check Email Status to Send Twilio SMS

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Base Deal Stage Change to Check Email Status to Send Twilio SMS

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Twilio SMS Received to Update Base Contact Field to Send Email

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Twilio SMS Received to Send Email to Assign Base Contact Owner

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Base Contact Field Change to Check Email Status to Send Twilio SMS

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Twilio SMS Received to Assign Base Contact Owner to Send Email

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Check Base Contact Field to Check Email Status to Send Twilio SMS

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Email Activity to Send Twilio SMS to Update Base Contact Field

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Showing 20 journey ideas for Twilio, Email 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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

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, Email 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.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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.

Conditions

Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Send Email
Send a contact a personalized marketing or transactional email.
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, Email and Base CRM.