Base CRM is the well-acclaimed sales platform and productivity tool made for medium-sized businesses and large enterprises from all sorts of industries. Giving team leaders clear insights and providing more accuracy for sales reps, all in a visual and customizable pipeline, results in closing more deals quicker.
Features including forecasting, lead and deal tracking, an intelligent, clear and customizable pipeline and precise performance and sales reports answer all possible questions and allow teams to hit those targets! Availability on all mobile devices means the same functionality, even on the go! This set of tools base itself on the essential contact management features; they visualize all details in one transparent contact card, customizable with filters and tags and possible to be linked together or to businesses. BaseCRM's automated set-up will get you going in no time!
Below you'll find detailed information, specifically for Base CRM integrations:
Supported Base CRM Integrations
Authorizing Base CRM
For Base CRM, we need you to log in to your account, easy as that. When you click 'Authorize Base CRM' a pop-up window appears requesting your email & password. You are authorizing this on the getbase.com domain - we don't have access to this login information.
If you already authorized Base CRM account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts or Leads before proceeding to the configuration page.
[IF] Supported Conditions/Filters
- HAS TAG
- OWNED BY (ME)
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADD / REMOVE TAG
- UPDATE SOURCE
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Base CRM fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
Customizable Field Mapping
For now, we don't support APP NAME customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
In connections between Google Contacts and Base CRM, you are able to sync deletions one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Base CRM. You will be able to review this segment first before deleting or taking any other action in Base CRM too.
In connections between Base CRM and some marketing tools we support such as e.g. MailChimp, you are able to sync unsubscribes one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Base CRM. You will be able to review this segment first before taking any action in Base CRM too.