Zapier + Base CRM Gives You Internet Superpowers
We understand that you use a variety of apps and software to run your business. Besides our built in integrations, which you can see on our tour page, our customers can integrate their Base CRM account with hundreds of other web apps to automate tasks through a service called Zapier.
For those of you unfamiliar, Zapier lets you easily connect the apps you use to get your work done. Here’s how it works. A “zap”, or connection between two apps, automates tasks between Base CRM and other popular apps you might use. In this post, we’re showcasing 10 popular zaps some of our customers use. For a complete list of all Zapier and Base CRM integrations, you can click here.
1. Create a new Base CRM lead via Gravity form submission
At Base, we’ve built our own custom forms for you to use on your web app. However, if you prefer Gravity Forms, the premier WordPress plugin that makes it easy to create powerful forms on the fly, we’ve got a ‘zap’ for that.
2. Add Base CRM Contacts to MailChimp
Stay in touch with your CRM contacts by sending them custom email marketing messages through MailChimp.
3. Create a new Asana project from won deals in Base CRM
Relationships don’t stop once you’ve won the deal. Asana is a collaborative information manager for workspace. It helps you organize people and tasks effectively. You can easily connect your won deals from Base to Asana.
4. Add a new Base CRM Deal to a row in a Google Docs spreadsheet.
Like to kick it old school? You can add your deals to Google Docs with just a couple clicks.
5. Create Trello Card from Base CRM Deal
Trello is team collaboration tool that lets you organize anything and everything to keep your projects on task. With Zapier, you can make Trello cards and boards from won Deals in Base.
6. Create a new Base Contact from a Wufoo Form
According to their website, Wufoo makes forms fast, easy and fun. Zapier allows you to create Base CRM contacts from Wufoo form entries. Click here to set up this zap.
7. Add new contact in Hubspot List to New Lead in Base
Do you use Hubspot as your marketing automation software? Every time you add a new contact to a list in Hubspot, you can automatically create a new lead in Base. It’s like magic.
8. Create new Freshbooks Client from Base
Freshbooks is a simple web-based software for tracking time, organizing expenses and invoicing clients. Any time you win a new deal in Base, you can automatically create a new Freshbooks client for easy invoicing.
9. Create Dropbox Folder for Base Deals
10. Let people know how many sales your team is making
Do you use HipChat to communicate with your team internally? With this zap, you can post directly to HipChat so your team knows how much you’re crushing your sales goals.