Typeform + Base CRM + Salesforce integration
Use Autopilot to create journeys that use the Typeform, Base CRM and Salesforce integrations.
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Marketing Automation ideas to integrate Typeform, Base CRM and Salesforce.
Salesforce Field Changed to Has Submitted Typeform to Assign Base Contact Owner
Typeform Submitted to Set Salesforce Campaign Member Status to Assign Base Contact Owner
Typeform Submitted to Assign Salesforce Lead to Group to Update Base Contact Field
Typeform Submitted to Assign Base Contact Owner to Set Salesforce Campaign Member Status
Typeform Submitted to Add Salesforce Task to Update Base Contact Field
Assign Base Task to Has Submitted Typeform to Update Salesforce Field
Typeform Submitted to Has Submitted Typeform to Update Base Contact Field
Typeform Submitted to Check Salesforce Field to Update Base Contact Field
Base Deal Stage Change to Has Submitted Typeform to Update Base Contact Field
Assign Base Task to Has Submitted Typeform to Create Salesforce Opportunity
Base Deal Stage Change to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Update Salesforce Field to Update Base Contact Field
Typeform Submitted to Assign Base Contact Owner to Assign Salesforce Lead
Typeform Submitted to Check Base Deal Stage to Assign Salesforce Lead to Group
Assign Base Task to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Has Submitted Typeform to Assign Base Contact Owner
Typeform Submitted to Check Salesforce Campaign Member Status to Assign Base Contact Owner
Base Deal Stage Change to Has Submitted Typeform to Update Salesforce Field
Typeform Submitted to Update Base Contact Field to Assign Salesforce Lead
Typeform Submitted to Set Salesforce Campaign Member Status to Update Base Contact Field
Showing 20 journey ideas for Typeform, Base CRM and Salesforce
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 Salesforce integration
Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Typeform integration, Base CRM integration and the Salesforce 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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field 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 Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
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.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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 Salesforce.
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