Twilio + Sendgrid + Base CRM integration

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

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

Base Deal Stage Change to Send Sendgrid Transactional Email to Send Twilio SMS

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Base Contact Field Change to Send Sendgrid Transactional Email to Send Twilio SMS

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Twilio SMS Received to Send Sendgrid Transactional Email to Assign Base Contact Owner

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Twilio SMS Received to Send Sendgrid Transactional Email to Send Twilio SMS

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Assign Base Task to Send Twilio SMS to Send Sendgrid Transactional Email

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Twilio SMS Received to Assign Base Contact Owner to Send Sendgrid Transactional Email

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Add a Base Deal to Send Twilio SMS to Send Sendgrid Transactional Email

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Twilio SMS Received to Send Sendgrid Transactional Email to Update Base Contact Field

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Base Deal Stage Change to Send Twilio SMS to Send Sendgrid Transactional Email

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Assign Base Task to Send Sendgrid Transactional Email to Send Twilio SMS

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Twilio SMS Received to Update Base Contact Field to Send Sendgrid Transactional Email

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Twilio SMS Received to Send Twilio SMS to Send Sendgrid Transactional Email

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Twilio SMS Received to Check Base Contact Field to Send Sendgrid Transactional Email

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Add a Base Deal to Send Sendgrid Transactional Email to Send Twilio SMS

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Base Contact Field Change to Send Twilio SMS to Send Sendgrid Transactional Email

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Twilio SMS Received to Check Base Deal Stage to Send Sendgrid Transactional Email

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Showing 16 journey ideas for Twilio, Sendgrid 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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

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, Sendgrid 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.
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 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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
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, Sendgrid and Base CRM.