Base Integrations

  • Add new Facebook Lead Ads leads to Base

    Facebook Lead Ads makes it easy for you to capture interested leads, but are you tired of manually uploading them to Base? Once you configure this integration, Zapier will automate that process for you, adding new leads to your Base CRM while you focus on more important tasks.

    How this Facebook Lead Ads-Base integration works

    1. New leads are captured in Facebook Lead Ads
    2. Zapier creates a new lead in Base

    Apps involved

    • Facebook Lead Ads
    • Base
  • Create Base CRM Leads from Gravity Forms

    A smart way to drive business is to put a lead form on your site to collect leads. If you use WordPress then Gravity Forms is one of your best options for creating a lead form.

    With the Gravity Forms Base CRM integration you can also make sure those leads are easy to follow up with by creating new leads in Base CRM automatically when someone fills out the form.

    How It Works

    1. Someone fills out your Gravity Forms form
    2. Zapier automatically creates a lead in Base CRM for you

    What You Need

    • The Gravity Forms plugin
    • The Gravity Forms Zapier add-on
    • A Base CRM account
  • Get Slack messages when Base deals are won

    Spread the good news the minute it happens and let your team on Slack know you've just won a new deal! Once you set up this Base Slack integration with Base, every new deal you win will automatically send a message on Slack, so everyone can celebrate together!

    How It Works

    1. A deal is won on Base
    2. Zapier automation sends a message on Slack

    What You Need

    • Base account
    • Slack account
  • Get Slack messages for new Base deals

    Having trouble keeping everyone updated on upcoming work from your sales pipeline? This useful Base Slack integration can boost the effectiveness of your Base-Slack ecosystem by sending a message on Slack every time a new deal is added to Base.

    How It Works

    1. A deal is added to Base
    2. Zapier automation sends a message on Slack

    What You Need

    • Base account
    • Slack account
  • Add Base CRM Contacts to MailChimp Automatically

    Having all your CRM contacts in a mailing list is smart. It makes it easy to reach out to everyone at once with news about your company, products or content relevant to your contacts.

    This integration automatically takes new Base CRM contacts and puts them in your MailChimp lists. Can also use MailChimp's groups to further segment contacts.

    How It Works

    1. Add a contact to Base CRM
    2. Zapier automatically adds that contact to a MailChimp list

    What You Need

    • A Base CRM account
    • A MailChimp account
  • Create Base CRM Leads from Mailchimp Subscribers

    Want to take new subscribers in a Mailchimp list and add them to Base CRM as leads? Now you can with this Base Mailchimp integration. Zapier will automatically find new subscribers in your list and send them to Base as leads

    How it Works

    1. A new subscriber is added to a Mailchimp list
    2. Zapier automatically creates a Lead in Base CRM

    What You Need

    • A Base CRM account
    • A Mailchimp account and a list created in that account
  • Send Base CRM Contacts to Google Contacts

    Want all your Base CRM contacts to be added to Google Contacts as well? Now you can with this Base Google Contacts integration. Zapier will automatically take new contacts in Base and send them to Google Contacts

    How it Works

    1. A contact is added to Base CRM
    2. Zapier automatically creates a contact in Google Contacts

    What you need

    • A Base CRM account
    • A Google Contacts account
  • Add new FullContact business cards as contacts in Base

    Say goodbye to manually entering new business cards into Base with this Zapier automation. When you snap a pic of a business card with the FullContact Card Reader app, a team of people—not computers—transcribes the card and add a new contact to Base.

    How It Works

    1. You scan a new business card with FullContact
    2. Zapier creates an Base contact with that person's information

    What You Need

    • FullContact account
    • Base account
  • Get Slack messages for new Base leads

    If you're having trouble ensuring that your production teams know what's going on with sales, take a look at this Zap. Once this Base-Slack integration is fully set up, every new lead you add to Base will send a message to your Slack team, shedding light on the black box that sales activities sometimes can become.

    How It Works

    1. A new lead is added to Base
    2. Zapier automation sends a message on Slack

    What You Need

    • Base account
    • Slack account
  • Add new FullContact business cards to Base as leads

    Looking for a way to connect your contacts and CRM processes? Then save time and effort with this FullContact-Base integration. Once this Zap is activated, it will automatically create a new lead in Base for every new business card added to FullContact.

    How It Works

    1. A business card is scanned and the contact is added to FullContact
    2. Zapier automation creates a new lead in Base

    What You Need

    • FullContact account
    • Base account
  • Add Base leads from new Typeform entries

    If you've got a lot of new form submissions coming in, tracking and following up with each can quickly get overwhelming. Take a load off with this Typeform-Base integration; once you set it up, any new Typeform entry you receive will automatically create a new lead for you in Base.

    How It Works

    1. A new entry is received in Typeform
    2. Zapier automatically adds a lead in Base

    What You Need

    • Typeform account
    • Base account
  • Add leads to Base from incoming Gmail

    Need a smart way to transition from you inbox directly into your sales? Set up this Gmail Base integration to watch your Gmail account for emails and a lead will be created in Base for each new received email, or only those matching the label/mailbox you define during setup.

    How It Works

    1. A new email is received in Gmail
    2. Zapier automatically adds a lead in Base

    What You Need

    • Gmail account
    • Base account
  • Create Base CRM Leads Automatically from Wufoo

    A common way to generate leads for a business is through a form on your website and then use a CRM like Base to manage those leads.

    The Wufoo Base CRM integration makes it a breeze to create leads in Base from your web form leads.

    How It Works

    1. Someone completes your Wufoo form
    2. Zapier automatically creates a lead in Base

    What You Need

    • A Wufoo account
    • A Base account
  • Create leads in Base from new Unbounce form submissions

    Looking for a way to streamline your Unbounce-Base workflow? Once activated, this Unbounce Base integration allows you to capture leads automatically by creating a new lead in Base for each new Unbounce form submission you receive, saving you effort and improving your response time.

    How It Works

    1. A new submission is added to your Unbounce form
    2. Zapier automatically creates a new lead in Base

    What You Need

    • Unbounce account
    • Base account
  • Add Trello cards from won Base deals

    Looking for the best way to get started once you win a deal on Base? This Base-Trello integration will help speed things up by creating cards for you on Trello for every Base deal you mark as won. Set it up, and get to work!

    How It Works

    1. A deal is won on Base
    2. Zapier automation creates a card in Trello

    What You Need

    • Base account
    • Trello account
  • Add Base leads from new Google Sheets rows

    Having trouble with gaps between your client acquisition and follow-up processes? Perhaps this Google Sheets-Base integration can help. Once it is active, any new row added to a Google Sheet will automatically send data to Base and create a new lead for you.

    How It Works

    1. A new row is added on Google Sheets
    2. Zapier automatically adds a lead in Base

    What You Need

    • Google Sheets account
    • Base account
  • Add Base leads to ActiveCampaign as subscribers

    Leads can grow cold if you don't follow up with them. With this Base CRM ActiveCampaign automation, add new Base contacts to ActiveCampaign as subscribers to seamlessly manage your marketing lists.

    Note: This Zapier integration doesn't import current Base contacts into ActiveCampaign, only new contacts after you've set it up.

    How It Works

    1. A new contact is added in Base
    2. Zapier adds this contact as a subscriber in ActiveCampaign

    What You Need

    • Base account
    • ActiveCampaign account
  • Add new Base CRM contacts to QuickBooks Online as customers

    Keep your books and bookkeepers happy by automatically updating QuickBooks Online with information from your CRM. Use this Zap to automatically add new contacts in Base CRM to QuickBooks Online as customers. That way, you don't have to manually transfer information about your contacts, like their address and other vital info.

    How this Base CRM-QuickBooks Online integration works

    1. A new contact is created in Base CRM
    2. Zapier creates a customer in QuickBooks Online

    Apps involved

    • Base CRM
    • QuickBooks Online
  • Update new Base leads with personal and company data from Clearbit

    You can get the benefit of valuable contact research without having to do it yourself. Set up this integration, and it will react to every new contact on Base. Zapier will query Clearbit for additional information on them and their company, copying this back into Base and updating your contact with rich context.

    How this Base-Clearbit integration works

    1. A new contact is added to Base
    2. Zapier looks up public information on them via Clearbit
    3. Zapier updates the contact on Base with this info as a note

    Apps involved

    • Base
    • Clearbit
  • Use JotForm to Collect Leads for Base CRM

    Need to use form software to generate leads for your business? JotForm is a great bet. Then you can use this JotForm to Base CRM integration to create new Base CRM contacts when someone fills out your form.

    How It Works

    1. Someone fills out your JotForm
    2. The Zapier creates a new contact in your Base CRM

    What You Need

    • A JotForm account
    • A Base CRM account
  • Add new Base lead to MailChimp as subscribers

    Need a way to ensure your marketing efforts are as broad and effective as possible, capturing all possible leads? Try this Base-MailChimp integration that, once set up, will add all new Base leads as subscribers to MailChimp.

    How It Works

    1. A new lead is added to Base
    2. Zapier automation adds a subscriber to MailChimp

    What You Need

    • Base account
    • MailChimp account
  • Create new Campaign Monitor subscribers for new contacts on Base

    Feeling like your Base contacts aren't all getting the benefit of your Campaign Monitor outreach? Set up this Base Campaign Monitor integration and you'll never have to wonder again, since it will add a new Campaign Monitor subscriber for each and every new contact you add to Base after it's been set up.

    How It Works

    1. A new contact is added on Base
    2. Zapier automatically adds a subscriber to Campaign Monitor

    What You Need

    • Base account
    • Campaign Monitor account
  • Create Base CRM Lead From Google Spreadsheet and Forms

    Google Spreadsheets and Google Forms are one of the easiest ways to collect and input data. Whether it's through a Google Form that others complete or through an internal source adding new rows to a spreadsheet it's tough to find a simpler tool for data entry.

    The Google Spreadsheet to Base CRM integration makes it easy to create new Base CRM leads from new rows in a spreadsheet.

    How It Works

    1. Add a new row to your spreadsheet
    2. Zapier automatically creates a Base CRM contact

    What You Need

    • A Google Spreadsheet
    • A Base CRM account
  • Add Base lead from email parsed by Zapier

    If you're looking for a smart way to keep track of all those potential clients coming in via email, give this Zap a shot. Set it up and forward any emails you want to the mailbox provided by Zapier's email parser, after which you can sit back as the contents of each email received there are parsed according to your rules and sent over to Base, creating leads for you automatically.

    Note: This is an advanced Zapier function that relies on previously set up Parser mailboxes. You can sign up for Parser and learn more about how it works on the Parser homepage.

    How It Works

    1. A new email is sent to your Parser mailbox
    2. Zapier automation adds a lead to Base

    What You Need

    • Email Parser by Zapier account
    • Base account
  • Add leads to Base when new LiveChat chats end

    When a LiveChat chat ends, there's a moment of accomplishment for helping a customer - but it's only the beginning of your relationship if you use this Zapier integration. Every time a LiveChat ends, the contact will be automatically added as a lead in Base.

    How It Works

    1. A LiveChat chat ends
    2. Zapier adds this contact to Base as a lead

    What You Need

    • LiveChat account
    • Base account

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Base Integration Details

Launched on Zapier August 27, 2012

Communication is key to customer engagement and retention. Together, Zapier and Base CRM automate the communication process without sacrificing genuine connections with customers. Zapier will automatically manage lists, keep cross-app information consistent, and track leads, so that you can be productive and focus on the most important part of your sales pipeline: your customers.

Here are some creative ways to use Base CRM with Zapier:

  • Keep track of leads from all your sources. Zapier can create Base CRM leads from Gravity Forms, Wufoo, and Typeform.
  • Make sure the personal and company information you have on your leads is up to date. Zapier can update Base CRM leads with data from Clearbit.
  • Stop managing multiple contact lists. Zapier will send details from Base CRM directly to Google Contacts without your constant intervention.

Zapier combines Triggers (like "New Deal") and Actions (like "New Deal") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Base Triggers, Searches, and Actions are supported by Zapier:

New Deal

Triggers when a new deal is created.

Incoming Deals

Triggers when you receive a new incoming deal.

New Lead

Triggers when you get a new lead.

Qualified Deals

Triggers when you get a new qualified deal.

New Contact

Triggers when a contact is created.

New Deal Won

Triggers when a deal is marked as "won".

New Lead With Status

Triggers when a new lead of a certain status is created.

New Deal

Create a new deal inside of your Base account.

Create New Task on Lead/Contact/Deal

Creates a new task on a Lead, Contact or Deal.

New Lead

Create a new lead in your account.

Create Note on Lead/Contact/Deal

Creates a Note that is attached to a Lead, Contact or Deal.

New Contact

Creates a new contact.

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