Zendesk + Wufoo + Base CRM integration

Use Autopilot to create journeys that use the Zendesk, Wufoo and Base CRM integrations.

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Marketing Automation ideas to integrate Zendesk, Wufoo and Base CRM.

New Wufoo Form Submitted to Zendesk Ticket Status to Assign Base Contact Owner

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New Wufoo Form Submitted to Submit New Zendesk Ticket to Update Base Contact Field

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New Wufoo Form Submitted to Assign Base Contact Owner to Submit New Zendesk Ticket

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Add a Base Deal to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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Base Contact Field Change to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Assign Base Contact Owner

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New Wufoo Form Submitted to Check Base Contact Field to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Submit New Zendesk Ticket to Assign Base Contact Owner

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Base Deal Stage Change to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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Assign Base Task to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Update Base Contact Field to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Zendesk Ticket Status to Update Base Contact Field

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Update Base Contact Field

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New Wufoo Form Submitted to Check Base Deal Stage to Submit New Zendesk Ticket

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Showing 16 journey ideas for Zendesk, Wufoo and Base CRM

About the Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

About the Wufoo integration

Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code.

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 Zendesk integration, Wufoo integration and the Base CRM integration.

Journey Triggers

Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
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

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
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

Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
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 Zendesk, Wufoo and Base CRM.