Base CRM

Updated 5 months 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.

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!

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 domain - we don't have access to this login information.

We treat your data securely with absolute confidentiality!

If you already authorized Base CRM in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.

[IF] Supported Conditions/Filters

By default we'll sync any contact in your Base CRM list of contacts. PieSync can sync person contacts and/or company contacts.

 You can choose to have PieSync only sync a subset of these contacts:

  • CUSTOMER STATUS (non customer, current customer, past customer)
  • PROSPECT STATUS (non prospect, prospect, lost prospect)
  • a filter on FIELDS

[THEN] Supported Actions

When you are syncing contacts into Base CRM, you can choose to have specific actions take place:


Default Field Mapping

Base CRM contact records offer ample fields to store contact information. Depending on the other app you're syncing with, a default mapping is proposed. This could look like this, on the left, Google, on the right, Base CRM.

If you are expecting some Base CRM fields to appear here and they are not, it is likely the other app does not support this field by default and they will have to be custom mapped.

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 one 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 Unsubscribes/Deletions

The availability of this feature is app and connection dependent. Currently Base CRM does not support us detecting & syncing deletions or unsubscribes.

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