Typeform + Lob + Base CRM integration

Use Autopilot to create journeys that use the Typeform, Lob and Base CRM integrations.

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Marketing Automation ideas to integrate Typeform, Lob and Base CRM.

Base Contact Field Change to Has Submitted Typeform to Mail Lob Postcard

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Typeform Submitted to Has Submitted Typeform to Mail Lob Postcard

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Check Base Contact Field to Has Submitted Typeform to Mail Lob Postcard

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Typeform Submitted to Assign Base Contact Owner to Mail Lob Postcard

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Typeform Submitted to Mail Lob Postcard to Update Base Contact Field

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Typeform Submitted to Update Base Contact Field to Mail Lob Postcard

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Check Base Deal Stage to Has Submitted Typeform to Mail Lob Postcard

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Add a Base Deal to Has Submitted Typeform to Mail Lob Postcard

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Assign Base Task to Has Submitted Typeform to Mail Lob Postcard

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Typeform Submitted to Mail Lob Postcard to Assign Base Contact Owner

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Base Deal Stage Change to Has Submitted Typeform to Mail Lob Postcard

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Showing 11 journey ideas for Typeform, Lob and Base CRM

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 Lob integration

Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.

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 Typeform integration, Lob integration and the Base CRM integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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

Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.

Journey Actions

Mail Lob Postcard
Send a contact a personalized, physical postcard.
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 Typeform, Lob and Base CRM.