API

How can we improve Base API's?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  1. Differentiating Loss & Unqualified reasons on the different funnels.

    Do we have the posibility to differentiate de Loss and unqualified reasons per pipeline? So we can have different reasons depending on the pipeline we are on, as some of the reasons are specific to the pipeline.

    3 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      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
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • 3 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • API access to Activities reconsider

          I need to log phone calls from an outside system

          3 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            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
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              1 comment  ·  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

              2 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                1 comment  ·  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
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  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
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Discussions on the board on customers notes

                    Hi There in salesforce IQ I liked how we could discuss things on the notes and like notes. Can this be done?

                    1 vote
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      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
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • API endpoint to get values of custom fields

                        Would be great to have an API endpoint to get the possible custom fields values for leads, deals and contacts.

                        1 vote
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  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
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 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
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              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
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                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
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • edishing

                                  ediwew

                                  1 vote
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    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
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Be able to pin in Notes, since long Notes get huge fast

                                      eventually Notes in any Record get huge, and pinning at the top means you would instantly see critical Notes for fellow workers.

                                      1 vote
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 1 vote
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          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
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                          • Don't see your idea?

                                          API

                                          Feedback and Knowledge Base