Base CRM

Updated 1 month ago by Jonas

GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.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.

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.

Learn more about syncing Leads here

[IF] Supported Conditions/Filters

  • HAS TAG
  • OWNED BY (ME)
  • SOURCE
  • FIELD VALUES
  • ALREADY EXISTING IN APP YOU SYNC WITH 

[THEN] Supported Actions

  • ADD / REMOVE TAG
  • UPDATE SOURCE
  • UPDATING FIELD VALUES

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:

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

Customizable Field Mapping

For now, we don't support Base CRM 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.

Additional Options

Syncing Deletions

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.

Syncing Unsubscribes

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.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to r ead our blog for the latest in productivity, apps, and technology!


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