API

How can we improve Base API's?

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  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?

    73 votes
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      4 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 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).

      69 votes
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        4 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Include Zapier integration when deal is moved to a stage

        It would be great if one of the zapier functions with base was when a deal was moved to a certain stage. For example, if moving a deal to a stage called "waiting" could signal to zapier to do something.

        39 votes
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          2 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 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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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • 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).

            25 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • 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!

              19 votes
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                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 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.

                12 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • 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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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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).

                    12 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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"

                      10 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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.

                        10 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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.

                          9 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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…

                            8 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add webhooks for Base

                              Add webhooks for Base

                              8 votes
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                                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                              • 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!

                                7 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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…

                                  6 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Export contacts addresses for mailers

                                    We send out postcards and mailers quarterly. We update returned addresses, but we have to re-export the entire list and modify it in an excel sheet before each mailing.

                                    Can BASE find an easier method for us to just print out mailing labels directly from the source!??

                                    5 votes
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                                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                    • I'd love it if document filenames could be returned on Deals.

                                      I don't actually need the content of the attached documents, or even technically any metadata about the document.
                                      However to have at least the filenames listed out per-deal would be fantastic and would allow me to do some pretty valuable things.

                                      Background:
                                      We have strict naming schemes on quotes and invoices. Picture YYYY_MM_DD_customername_shortproductname.
                                      And we also prefix customer/partner PO's with po_ and date.

                                      The only guarantee with process and workflow is that it won't always be followed. This can lead to customers falling through various cracks.
                                      I've written code that does a ton of cross checks between our live systems…

                                      4 votes
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                                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Leads Created Via API Trigger Notifications

                                        Currently (as discussed) a lead created via API just comes into being silently and you need to create a note or something along with it to trigger a notification. There should be a flag in the API allowing you to trigger a notification

                                        4 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 4 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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