Typeform + Base CRM + Custom Fields integration
Use Autopilot to create journeys that use the Typeform, Base CRM and Custom Fields integrations.
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Marketing Automation ideas to integrate Typeform, Base CRM and Custom Fields.
Assign Base Task to Has Submitted Typeform to Assign Base Contact Owner
Base Deal Stage Change to Has Submitted Typeform to Assign Base Contact Owner
Assign Base Task to Has Submitted Typeform to Update Base Contact Field
Base Deal Stage Change to Has Submitted Typeform to Update Base Contact Field
Base Contact Field Change to Has Submitted Typeform to Update Field
Typeform Submitted to Assign Base Contact Owner to Update Field
Assign Base Task to Has Submitted Typeform to Update Field
Base Contact Field Change to Has Submitted Typeform to Assign Base Contact Owner
Typeform Submitted to Update Base Contact Field to Update Field
Base Deal Stage Change to Has Submitted Typeform to Update Field
Add a Base Deal to Has Submitted Typeform to Assign Base Contact Owner
Typeform Submitted to Check Base Deal Stage to Update Field
Add a Base Deal to Has Submitted Typeform to Update Field
Typeform Submitted to Update Field to Assign Base Contact Owner
Add a Base Deal to Has Submitted Typeform to Update Base Contact Field
Typeform Submitted to Check Field to Assign Base Contact Owner
Typeform Submitted to Update Field to Update Base Contact Field
Typeform Submitted to Has Submitted Typeform to Update Base Contact Field
Typeform Submitted to Has Submitted Typeform to Assign Base Contact Owner
Field Match to Has Submitted Typeform to Assign Base Contact Owner
Showing 20 journey ideas for Typeform, Base CRM and Custom Fields
About the Typeform integration
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Typeform integration, Base CRM integration and the Custom Fields integration.
Journey Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Conditions
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
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.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
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.
Update Field
Update a field to a specific value.
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 Typeform, Base CRM and Custom Fields.
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