Facebook + Base CRM + Insightly integration

Use Autopilot to create journeys that use the Facebook, Base CRM and Insightly integrations.

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Marketing Automation ideas to integrate Facebook, Base CRM and Insightly.

Facebook Lead Ad Submitted to Update Base Contact Field to Create Insightly Project

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Add a Base Deal to Assign Base Contact Owner to Add to Facebook Custom Audience

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Add a Base Deal to Remove From Facebook Custom Audience to Assign Insightly Owner

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Base Contact Field Change to Create Insightly Project to Add to Facebook Custom Audience

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Base Contact Field Change to Update Base Contact Field to Remove From Facebook Custom Audience

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Assign Base Task to Assign Insightly Task to Remove From Facebook Custom Audience

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Check Insightly Opportunity Stage to Has Submitted Facebook Lead Ad to Update Base Contact Field

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Assign Base Task to Update Base Contact Field to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Assign Insightly Task to Update Base Contact Field

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Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Update Base Contact Field

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Check Insightly Contact Field to Remove From Facebook Custom Audience to Assign Base Contact Owner

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Check Insightly Opportunity Stage to Update Base Contact Field to Add to Facebook Custom Audience

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Check Insightly Contact Field to Remove From Facebook Custom Audience to Update Base Contact Field

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Add a Base Deal to Add to Facebook Custom Audience to Assign Insightly Task

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Insightly Opportunity Status Change to Check Base Deal Stage to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Assign Insightly Task to Assign Base Contact Owner

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Add a Base Deal to Update Insightly Contact Field to Add to Facebook Custom Audience

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Check Insightly Contact Field to Has Submitted Facebook Lead Ad to Update Base Contact Field

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Base Deal Stage Change to Add to Facebook Custom Audience to Assign Base Contact Owner

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Check Insightly Opportunity Stage to Check Base Contact Field to Add to Facebook Custom Audience

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Showing 20 journey ideas for Facebook, Base CRM and Insightly

About the Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.

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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Base CRM integration and the Insightly integration.

Journey Triggers

Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

Conditions

Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
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

Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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 Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

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 Facebook, Base CRM and Insightly.