Base

Base is a customer relationship management & sales app geared towards making your small business, mid-market or enterprise sales team 10x more effective.

Base is a fairly comprehensive sales and CRM app - you can trigger on:

  • Deal Won
  • New Contact
  • New Deal
  • New Lead
  • New Task

And you can configure the following action as part of your Flow XO flow:

  • Add, Update, Get and Delete a Contact
  • Add, Update, Get and Delete a Deal
  • Add, Update, Get and Delete a Task
  • Add a Note

Connecting Your Account

Connecting your Base account is easy - you'll just need to click 'Authorize' in the Flow XO 'Authorize the Service' window when setting up your flow action for the first time, then sign in to your Base account in the window that appears with your normal Base email address and password.

FAQ

Any question on using this service we haven't answered?   Contact us!

Known Issues

  • You might experience unexpected behavior (triggers / actions not working) due to user permissions in Base CRM itself. You should be sure that you have user permissions configured correctly in your base account before setting up your Flow XO flow - Base have a really helpful article here on getting this correct.

Tell us how we can improve this service on our public  Trello roadmap.

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