API

How can we improve Base API's?

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  1. 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).

    41 votes
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      4 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Company hierarchy changes should be reflected in the Firehose

      When a contact is made a parent or child of another, it should be reported in the Firehose as a change to both the parent and the child.

      1 vote
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Lead Capture Form Templates

        I would like ability to publish the Lead Capture form with multiple templates (formats).

        This relates to the layout (for web), but also for other devices (iPad, Iphone, Android, etc).

        Having the ability to preview each would be an adjunct feature to this as well

        1 vote
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Directly Open BASE Mobile App from web links in Phone

          When I click a link from base in my phone (within an email, text, chat message, etc.), it opens the default mobile browser and asks me to login (everytime!). An infinitely better experience would be if the links open the BASE mobile app directly. LinkedIn web links do this and it makes life much better for all :)

          3 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Having home owner and property information when creating new leads

            Working in the solar business the geolocation tracking is incredibly helpful. In my line of work knowing the homeowner by name makes things go much smoother. I would love a feature or integration where whenever a new lead is created with just the address, home owner and property information is pulled from the town assessors database, similar to Datagrid From Sales Rabbit, hate to mention the competition here.

            3 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Create a custom field on Deal cards that links to a Contact

              It is possible to create custom fields on a Deal card e.g. date picker, drop down menu, plain text etc... We'd love it if there was an option to have a custom field type where you can link to a Contact. This helps us identify both the client and transacting customer (different individuals or companies) on a single Deal.

              3 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 1 vote
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Add a column in contacts for last note created

                  Add a column in contacts for last note created

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

                    I want to integrate my website (asp .net mvc) with base crm for saving my website users data in base crm

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Make "associate emails to deals" an option, not automatic

                      Sometimes one contact is associated to multiple deals, and it is very time consuming to toggle on or off the deals to which that email relates - much easier to do it manually sometimes OR at least make a toggle for "disassociate to all deals" (at least in this way you can tick that fist, and then just choose the deal you want to be associated to that email)

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • When dialing out with Voice, the automatically logged call note should show the specific number dialed, not just contact name

                        When dialing out with Voice, the automatically logged call note should show the specific number dialed, not just contact name

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • 1 vote
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Entering new person contact. Make Company field auto complete with typing, rather than having to click with mouse.

                            Before the update it was much faster to enter data, now one has to go back and forth between mouse and keyboard

                            1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Entering new contact info. Keep whole data enter pane frozen and let expansion go out to right side instead of centering

                              It wastes time when entering data if the eye has to follow a field around when it bounses around the screen

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Have the Outlook Add-In run continuously in the background so all e-mails are synced automatically

                                Instead of individually adding e-mails to Base through Outlook (Admin will not allow direct sync), please alter the current Outlook Add-in to run in the background and sync all incoming and outgoing e-mails that are already have an e-mail associated in the system.

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Select records in SmartLists, also multiselect

                                  Radio buttons for individual and all contacts or leads in a SmartList need to be enabled as they are in the complete Lead and Contacts lists. The entire reason for a Smartlist can be to take action on the entire list (i.e. templated email to an entire SmartList.

                                  3 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • keyboard shortcut to remove an email from a deal

                                    Please add a keyboard shortcut to remove an email from a deal. Often emails to a contact that are unrelated to that specific deal distracted from reviewing the activity on a deal. Thanks.

                                    2 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • I would like to be able to create a notification for each contact's birth date.

                                      A notification or reminder that a contact's birth date is coming up, yearly.

                                      3 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.

                                        15 votes
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                                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Expose email templates API

                                          It would be great to have an API endpoint for email templates. This is particularly useful when creating a custom API for syncing up Base with a marketing automation software.

                                          1 vote
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