API

  1. Please allow the MailChimp Integration feature to work with Leads, not just Contacts.

    We use email campaigns to cultivate leads so they become contacts over time. It seems strange that you can only integrate Base contacts and not leads with MailChimp lists. Are there any plans to expand this capability?

    82 votes
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  2. Convert Lead to Contact

    The API should allow developers to convert existing Leads to Contacts when a Deal is made through software. This would help avoid duplicate info in the CRM and more accurately track the journey and contact points with potential customers.

    We have a system where users can request info which adds them as a Lead, then later submit an application, which should convert them to a Contact. Instead, we're forced to create a new Contact to go with the Deal, which leads to having duplicate info in the CRM (and Base has no built-in duplicate checking).

    78 votes
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  3. Lead Routing

    Lead routing would allow lead assignment based on rules, like, round-robin, weighted order, and exceptions based on assigned accounts (i.e. a lead comes in with a company name or domain that matches an account that is already owned).

    47 votes
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  4. Expose Smart List API

    Is there any way you can expose the saved smart lists in the API? It'd be great for extensibility to programmatically pull up entities within saved smart lists (e.g., we have daily emails notifying us about prospects that haven't been contacted in a while).

    31 votes
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  5. Add webhooks for Base

    Add webhooks for Base

    27 votes
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  6. Retrieve leads and contacts based on tags.

    In order to filter tons of contacts, tags would be a natural choice. Unfortunatly, there is not a way to search for Leads (and probably contactstoo) using tags. What is the point of tagging items if the tags cannot be used?

    26 votes
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  7. Please add geolocation feature on the website besides the mobile so we can identify all our costumers and prospects on a bigger map.

    This way we can make better road plan on the computer. plus, It would be better to be able to use geolocation on the mobile to see all of our costumers without restricction of distance. And this way you have and edge over competitors.Thanks!

    25 votes
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  8. Update a field based on another field

    Making fields connected to each other such as:

    If *Field/Custom Field* is X
    then *Field/Custom Field is Y

    Can be used for Deals, Contacts, and Lead Pages

    Example:
    If Country is France, Region is Europe
    If Start Date is July 2nd end date is December 3rd

    21 votes
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  9. Add associated contacts info (phone number, email) to deal smart list

    It would be great to have a Smart List with everyone in a specific deal and be able to add a column for their email address or phone number. This would prevent the back and forth of having to go into the deal card each time to see any contact information.

    20 votes
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  10. API to update Customer Status

    The API is lacking the ability to update the Customer Status. For example, It would be helpful to be able to change the Customer Status if a deal is marked as lost to 'Past Customer' status.

    15 votes
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  11. Add Activity feed to API

    It seems strange to me there there is no access to the Activities feed in the API. There is a great need for pushing up/pulling down call and message logs.

    I saw on another request where you guys said "Due to a low level of demand we are not looking at adding this functionality at this time."

    Well I guess the demand just increased.

    15 votes
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  12. Smart Lists Communication pulled from multiple team members

    I have created a SmartList that pulls in contacts and the 'last outgoing email' and 'last outgoing call' column; however, it only pulls in info from my account. Working with a team of sales reps, it would be ideal if it would pull in info from multiple users so we're able to see who has contacted these customers and who has not.

    15 votes
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  13. Ability to search using API endpoint

    When using a GET on a lead or contact endpoint, you can use parameters to find a lead/contact with the exact name. It will be nice to have a search string parameter so we can "search" or it works as a "contains"

    13 votes
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  14. Add documents to email or contact from mobile

    Right now when you're on iOS, you can only add a document from your repository or "Add from Device" which goes to photos. If you're not on a plan with the document repository available, you cannot add any other documents (like from ibook etc) onto a lead/contact/deal (same scenario for when composing an email from iphone and wanting to send an attachment). It would be great if you could add from other storage locations on the device or Google Drive, Dropbox, etc. Thank you!

    12 votes
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  15. API response should display the total number of pages

    When a user queries for deals, the system responds with 20 results per "page", but the user has no idea how many total pages exist in the result set. The user has to keep sending requests until the system responds with less than 20 results in a "page".

    Because Base chose not to use a hypermedia-enabled media type (application/json is not hypermedia aware), including the number of pages in the response body will be difficult. A temporary solution might be to include the number of pages in a response header (e.g., X-Base-Pages). A long-term solution would be to switch to…

    11 votes
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  16. Facebook Messenger Intergration

    Facebook is the white pages of today and many of my contacts are connected with only through FB messenger. Additionally, with all my contacts important information is discussed via messenger and needs to be imported manually into BASE. Integrating FB messenger into our contacts would be HUGE! Thanks!

    10 votes
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  17. Revert contact back to lead

    The ability to revert contacts back to lead

    9 votes
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  18. Provide access to lead conversion information in the API

    According to Base support:
    "Unfortunately access to lead conversion information is not something we support with our public API. Rest assured, you have not overlooked anything ;)"

    This means that you lose the lead creation date when it is converted to a deal... so there is no way through the API to identify which leads converted last week (even though the info is clearly available in the funnel report)...

    the apparent work-around is to create and populate a custom date field in the lead that is carried through to the deal but it seems like an unnecessary duplication of information…

    9 votes
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  19. Outlook 2016 Calender Integration

    We need to integrate Outlook Calender to Base. I comprehend centralization of information, but is extremely cumbersome to export information from exell to outlook and then to google and then to base. To many steps in the process...As people in the field what works is a one step approach...Too much stress in the field for so many steps

    7 votes
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  20. 6 votes
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