[Image: Base]

Base

Base CRM is a simple but powerful CRM with a seamless mobile experience.

Triggers

New Deal

Triggers when a new deal is created.

Incoming Deals

Triggers when you receive a new incoming deal.

New Lead

Triggers when you get a new lead.

Qualified Deals

Triggers when you get a new qualified deal.

New Contact

Triggers when a contact is created.

New Deal Won

Triggers when a deal is marked as "won".

New Lead with Status

Triggers when a new lead of a certain status is created.

New Deal Won (legacy)

Triggers when a deal is marked as "won".

Actions

New Deal

Create a new deal inside of your Base account.

Create New Task on Lead/Contact/Deal

Creates a new task on a Lead, Contact or Deal.

New Lead

Create a new lead in your account.

Create Note on Lead/Contact/Deal

Creates a Note that is attached to a Lead, Contact or Deal.

New Contact

Creates a new contact

Update Contact

Updates information on a contact

Update Deal

Updates information on an existing deal.