Base CRM is a simple but powerful CRM with a seamless mobile experience.
You can find more information here.
Triggers when a new lead status is created. This is only to power a dynamic dropdown.
Triggers when a new deal is created.
Triggers when a new task is created.
Triggers when you receive a new incoming deal.
Triggers when you get a new lead.
Triggers when a new deal is created. This is an old trigger and you should upgrade to the non-legacy version.
Triggers when you get a new qualified deal. This is an old trigger and you should upgrade to the non-legacy version.
Triggers when a new deal is associated to a contact. Is only used to power dynamic dropdowns.
Triggers when you get a new qualified deal.
Triggers when you receive a new incoming deal. This is an old trigger and you should upgrade to the non-legacy version.
Triggers when a new lead source is created. This is used only to power dynamic dropdowns.
Triggers when a contact is created.
Triggers whenever a new user is added to the account. This is only to power/populate owner selection dynamic dropdowns.
Triggers when a deal is marked as "won".
Triggers when a new lead of a certain status is created.
Triggers when a deal is marked as "won".
Create a new deal inside of your Base account.
Creates a new task on a Lead, Contact or Deal.
Create a new lead in your account.
Create a new deal inside of your Base CRM account.
Creates a Note that is attached to a Lead, Contact or Deal.
Updates a lead from a previous Base step only.
Creates a new contact
Updates information on a contact
Updates information on an existing deal.