Base CRM is a simple but powerful CRM with a seamless mobile experience.
You can have the power to integrate Base CRM with hundreds of other web apps to automate tasks.
Look below to find a Zap template to start with, learn what triggers and actions are available, or connect Base CRM to other apps.
Create new Base CRM lead via Gravity Forms submission.
Add Base CRM contacts to MailChimp list.
Create new Asana projects from won deals in Base CRM.
Add new Base CRM deals to a row in Google Docs spreadsheet.
Create new Base CRM contacts from new Wufoo form entries.
Lets me import my custom list in Hubspot into "Leads" into Base, the greatest CRM program in the world!
Create new Base CRM contact from new Google Contacts.
I use Gravity Forms for the contact form on my website. I use Base CRM as my CRM. This zap allows me to capture anyone who uses my contact form directly into my CRM.
Great to automate new leads in Aweber to my Base CRM!
Create new Trello cards from new Base CRM won deals.
Allows us to input leads more efficiently.
Create new Freshbooks client from new Base CRM contacts.
Create a new lead in Base CRM when a new contact is added to Google Contacts group "LEADS."
Base CRM New Lead Creates a Mailchimp Subscriber
Create new Base CRM contact from new MailChimp subscribers.
from gmail to my crm in one click!
Create new Base CRM contacts from a Formstack entries.
Create new Asana task from won deals in Base CRM.
Create new Basecamp project from new Base CRM won deal.
Create new Base CRM contact from new AWeber subscriber.
Solves the problem of double data entry, I know if I fill out the formstack form I will have a contact that can't be missed or forgotten about!
Create new Base CRM contact from new JotForm submissions.
Add new clients from BaseCRM to Freshbooks once you win a deal.
Create new Campaign Monitor subscriber from new Base CRM contacts.
add new email sales leads to base
Create new Base CRM contacts from a new row in a Google Docs spreadsheet.
Add new Base CRM contacts as a contact in Google Contacts.
Every time i win a deal in Base CRM it adds a notebook for that client in Evernote
Create new Trello boards for won Base CRM deals.
Create new Dropbox folder for new Base CRM deals.
Create new Xero contacts from new Base CRM contacts.
Pushes my mailchimp subscribes to my CRM as a Lead.
Create a new row in a Google Docs spreadsheet from a new Base CRM contact.
Create new Harvest clients from won Base CRM deals.
Create new Trello card from Base CRM qualified deals.
Create new Teambox task from won Base CRM deals.
This lets people know how many Sales we're doing.
This Zap tracks the deals I win in iDoneThis.
Create a new Base CRM contact from a Highrise contact.
Create new Base CRM contact from new Wufoo form entry.
Create Capsule CRM person for new Base CRM contacts.
Create new Harvest client from new Base CRM contact.
Add won Base CRM won deals to a new row in a Google Docs spreadsheet.
New Deal Adds Task to Asana Filtered By Tag
Qualified Hubspot Leads to Base CRM Integration with 0 Code = Awesome
Create new Asana tasks from qualified Base CRM deals.
Create new Base CRM contact from unique Gmail senders.
Create new Dropbox directories from won Base CRM deals.
For every Qualified Deal I can deploy a sales team to walk through the negotiation
Create new Base CRM contacts from PayPal sales.
Create new Teambox tasks form new Base CRM deals.
Create new Dropbox folders for qualified Base CRM deals.
Create new Google Tasks from new Base CRM deals.
Sends data from precheckout form to BASE CRM
I have a customer support ticketing system with Zendesk. Because of Zapier's integration of BaseCRM into Zendesk, I can still have a contact us form that does not create a different system since it sends the contact into my support ticketing system. Awesome!
In Base CRM, It's hard to save every note and to collaborate the way we are able in Evernote. It saves time, because otherwise we would have to add notes manually. //and Evernote can do reminders as well//
Create new contact in Base CRM for a Gmail email.
It creates a new deal in Base for every quote request through the Jotform on your website.
Another zap to lead from my web to Base
Makes new appointments to new contacts on base crm
Adds lead company name and description to a new card in Trello and assigns a color label to the card.
Base Deal to Evernote note.
Create new Base CRM contacts from new Desk.com cases.
Create new Redmine issues from new Base CRM won deals.
Trigger a HipChat message for new Base CRM contacts.
Send an email via Sendgrid for New Base CRM contacts.
Create new Highrise contact from new Base CRM contacts.
Add new Base CRM contacts into ActiveCampaign as new contacts.
Base CRM Lead > Gmail Task
Create new Base CRM contact from new HubSpot contacts.
Create new Basecamp message from incoming Base CRM deals.
Create Base CRM contact from a Campaign Monitor subscriber.
Create new Harvest project from won Base CRM deals.
Add new Gmail contacts to Base
Solves the issue of automating new contacts in BASE from Go To Webinar sign ups.
Add a new contact in Base CRM when it is created in HubSpot
Trigger an email via Gmail for incoming Base CRM deals.
Automatically creates a platform for our team to store deal notes and checklists as it is created in Base. Prevents duplicate data entry and provides workflow.
When a new lead is created in my Base CRM it creates a contact in my google contacts
A Zap is a connection between two apps that automates time-consuming tasks.
Triggers and actions are simply events. They can be things like a "new email" or a "new contact". A Zap combines triggers and actions — whenever the trigger event occurs, Zapier automatically completes the action for you!
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