Twilio + Lists + Base CRM integration

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

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

Removed From List to Add to List to Send Twilio SMS

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

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List Trigger to Check Base Contact Field to Send Twilio SMS

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List Trigger to Is on List or Segment to Send Twilio SMS

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Base Contact Field Change to Add to List to Send Twilio SMS

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Twilio SMS Received to Assign Base Contact Owner to Remove From List

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

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Removed From List to Update Base Contact Field to Send Twilio SMS

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

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List Trigger to Add to List to Send Twilio SMS

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Base Deal Stage Change to Is on List or Segment to Send Twilio SMS

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Removed From List to Send Twilio SMS to Add to List

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Removed From List to Is on List or Segment to Send Twilio SMS

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Assign Base Task to Send Twilio SMS to Remove From List

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Assign Base Task to Is on List or Segment to Send Twilio SMS

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Add a Base Deal to Add to List to Send Twilio SMS

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Assign Base Task to Remove From List to Send Twilio SMS

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Add a Base Deal to Is on List or Segment to Send Twilio SMS

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Removed From List to Send Twilio SMS to Update Base Contact Field

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Removed From List to Check Lead Status to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Lists 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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

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, Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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

Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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, Lists and Base CRM.