Twilio + Headsup + Base CRM integration

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

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

Twilio SMS Received to Show Headsup Message to Update Base Contact Field

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Twilio SMS Received to Show Headsup Message to Send Twilio SMS

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Twilio SMS Received to Update Base Contact Field to Show Headsup Message

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Check Base Contact Field to Send Twilio SMS to Show Headsup Message

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Check Base Deal Stage to Show Headsup Message to Send Twilio SMS

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Assign Base Task to Check Headsup Status to Send Twilio SMS

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

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Twilio SMS Received to Check Headsup Status to Assign Base Contact Owner

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Twilio SMS Received to Send Twilio SMS to Show Headsup Message

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Twilio SMS Received to Show Headsup Message to Assign Base Contact Owner

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Twilio SMS Received to Assign Base Contact Owner to Show Headsup Message

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Assign Base Task to Show Headsup Message to Send Twilio SMS

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Add a Base Deal to Send Twilio SMS to Show Headsup Message

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Base Deal Stage Change to Show Headsup Message to Send Twilio SMS

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Base Deal Stage Change to Send Twilio SMS to Show Headsup Message

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

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Twilio SMS Received to Check Headsup Status to Send Twilio SMS

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Check Base Deal Stage to Check Headsup Status to Send Twilio SMS

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

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Add a Base Deal to Check Headsup Status to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Headsup 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 Headsup integration

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

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, Headsup 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.
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 Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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, Headsup and Base CRM.