Integrations Overview

Base offers a number of integrations to help connect multiple platforms together and manage your data. Below is a list of our current integrations, as well as links for more information on how to set each integration up.

 

Quote Roller

Easily create quotes from Won Deals in Base.

(*Note: Quote Roller is now Panda Docs and not signing up any new users.  This integration will only work for existing Quote Roller accounts. )

 

Google Drive

Enable Google Drive integration to store your Google Drive files with deals. When you add the Google Drive integration in Base, you're able to create folders for specific deals and store your relevant file with the deal.

 

Dropbox

Similar to Google Drive, Base will integrate with your Dropbox and allow you to upload files (.doc, .pdf, .jpg, etc.) and connect them with a deal in Base. 

 

MailChimp

Our MailChimp integration allows you to subscribe contacts from your Base contact list to one of your MailChimp mailing lists. This lets you set up automated email campaigns for your Base contacts.

 

Xero

Xero is an account software that lets you create invoices. Our integration with Xero makes it easy to automatically create an invoice from a Won Deal in Base. Also. When enabling your integration, we will import your Xero Contacts over to your Base account.

 

Facebook

If you have a business page for your company, you can add a lead capture form to your page to collect leads and have them funneled into your sales pipeline automatically.

 

Google

Contacts

Tasks

The Google integration can sync your Google contacts and tasks with Base.

When you connect your Base account with your Google Contacts, Base will automatically pull in your Google contacts.

When you connect your Base account with your Google Tasks, Base will automatically create a Base CRM calendar in your Google account and push all your tasks for deals and contacts. 

 

Google Apps Gadget

The Base Google Apps Gadget is a tool that allow you to input data into Base without leaving Gmail account. You can easily add Contacts to Base from emails you receive in your Gmail account. 

 

Harvest

Harvest is a time tracking tool. After a Deal is Won, you can automatically create a project in Harvest.

 

Exchange Contacts

Integrate Base with Microsoft Exchange for automatic, two-way syncing of your Contacts 

 

Outlook Plugin

 

Hubspot

Connecting Base with HubSpot allows sales and marketing teams to work together to identify the best leads and ensure that everyone is getting the information they need.

Zendesk

Connecting to Zendesk will allow you and your team to see the complete picture when it comes to your customers in Base.