Maintaining and growing a healthy list of sales leads plays a pivotal role for any marketing team’s success. It provides the fuel to power your sales engine and keep the machine churning out paying customers. That’s why Base CRM was among the first apps we chose to integrate with our core Launchcloud product.
In this article, we explain how to:
- connect your Launchcloud account to Base
- add information to Base using a Launchcloud form
- populate a Launchcloud form with information from your Base account
- update existing contact information in Base from a Launchcloud form
- send documents and media files to Base from Launchcloud
What is Base?
Base is a customer-relations management software focused on optimizing the sales pipeline of a growing business. Users can add clients and potential buyers to their database, allowing them to keep track of relevant information. Not only does Base store basic information such as a lead’s name, company, email, phone number, or address, but it can also take notes about conversations you’ve had with your clients, their concerns and satisfactions with your service, and the dates of your last correspondences.
If you don’t already have a Base account, you can create one here.
Once you’ve created an account with Base, you’re able to connect it with Launchcloud. First, visit our Launchcloud Market and search for the Base integration. (You’ll be able to peruse our other integrations here as well.) The Market can be found through the “Installed Apps” panel found in the navigation bar at the top of your account.
Alternatively, you can go straight to the Base integration page by following this link.
Next you’ll need to activate the integration, which you can do by clicking the “Install” button.
A popup screen asking for your Base account credentials will appear. Enter your information so Launchcloud can access your Base account.
You’ll now see your Base account listed as being attached to Launchcloud. To connect another account, click the “Add Base CRM account” button.
To disconnect your Base account from Launchcloud, click the X to the right of the account email. Be aware that any forms with fields that use the Base integration will stop working properly.
Now that you’re all setup, you can add special fields to your Launchcloud forms that will automatically share the responses with Base.
Start by navigating to the Form Builder to create or edit a form as you usually would, then open the “Integrations” tab. Here you’ll see three options: add lead, add contact person, and add contact company.
Each of these represents a different piece of information that you can save to Base. Unlike a typical data field in a Launchcloud, these responses are stored on the Launchcloud database and in Base itself. With each completed form that’s submitted, the information related to the new lead, contact person, or contact company will appear in your Base account.
Pay attention to the fact that adding one of these special fields will actually create several fields in your form. For example, the “Add Lead” field creates fields for the lead’s name and title, the name of their organization, and their email, phone number, and address.
You can delete these extra fields as you please. Look for the Base logo to determine if the field is associated with the integration.
The Base integration actually works in both directions, meaning you can retrieve data just as easily as you can send it. This works great in situations where a respondent’s information may already be saved in your Base database. Searching for their name will auto-populate the form with their information.
To implement data search, open the “Text Input” field in the form builder. On the bottom you’ll see a “Data Search” option. Drop this into your form and you’re all set — a live search option will appear in the finished form.
In addition to simply creating new leads in Base, you can also update existing contacts or add file attachments.
To implement two-way sync, click on the Base option in the popup menu that appears after dropping a new data search field onto a form.
You’ll then be asked to make two choices:
1. Responses update record on Base
This is asking if you would like submissions entered via your Launchcloud form to overwrite existing data in Base? For example, if someone already in your Base database completes the form using a different phone number from the one currently saved in Base, would you like the new number to replace the old one?
2. Attach responses to Base record
This determines whether you’d like CSVs, PDFs, or other file types to be attached to the contact’s information in Base. You can select as many of these options as you’d like. A PDF would be a copy of the entire Launchcloud form, whereas an image would only include any image files submitted within the form itself.