Integrations

How can we improve Base CRM? What integrations would you like to see added?

(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. Integrate with QuickBooks Online

    We're using QuickBooks Online to manage our finances. The Xero integration looks great, but would really really love to see integration with QBO!

    141 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    28 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Sync Tasks with google tasks api

    along with google contacts two way sync, can we have google tasks api integration so all tasks here are synced with google tasks (possibly a "base" task list)

    132 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    15 comments  ·  Flag idea as inappropriate…  ·  Admin →
    Rafal Ociepa responded

    Hi,

    Thanks for your suggestion.
    At the moment, Base provides two way sync with Google Calendar for Base Tasks and Appointments.
    In light of the Calendar’s more robust feature set, we believe that’s the right way to go.

    Thank you, and best wishes,

  3. Asana: task synchronization

    We're using Asana: for project management. It will be great if all base tasks could be sent Asana: when and synced on completion. This way no task will go by unnoticed.

    86 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    13 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Support Box.net

    Cool that you have dropbox support - need Box.net also. We just dumped Dropbox because you can't do sub-folder sharing. Box.net allows this. Everyone we talk to is moving to Box.net.

    76 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    27 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Integrate with Freshbooks

    I like how this app seems to integrate with Harvest - I would like to see a similar integration with Freshbooks

    64 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    18 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Integration with Slack

    It's just a thought. I've started using Slack and though it would be real cool to attached conversations with Base.

    58 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Evernote integration!

    It would be great if I could type notes about my conversations directly into evernote and it recognize the name of the contact and pull it into my notes for the contact. Connected does this pretty well...but you guys are way more awesome!

    58 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    15 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Integration with VoIP / Hosted PBX or SIP

    It would be great to see Base having a integration / functionality with some kind of VoIP possibillity. Let's say for example when having a opportunity to config a SIP account beneath the profile settings. In that way it would be possible to log incoming and outgoing calls done by thge browser but still keeping the original and own functionality of the (in our case) very advanced PBX.

    53 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    15 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Apple Mail Plugin

    Create an Apple Mail Plugin similar to the Outlook plugin, or similar to Daylite's Mail Assistant: http://www.marketcircle.com/daylite/

    51 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Mailchimp more features

    Mailchimp integration is very one-way. What I'm missing:
    - Adding the associated company Contact when adding an individual Contact
    - Language settings I have to do manually later within mail chimp.
    - I cannot see in Base CRM if customer is subscribed, yes or no.
    - If Contact has unsubscribed, I need to see also in Base CRM.

    36 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Intercom Integration

    Being able to track leads that come from intercom and the data we get with intercom to leads and customers in base would be such a life saver!

    30 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Better Social Media Integration

    The ability to view a contacts social media postings/activity ( LinkedIN /Twitter) and the ability to send messages or post to this contact via social media or email.

    30 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Import Payment details form Xero

    Hi

    I'd really like all the payment details e.g. copies of invoices, payments, made, bill history etc to be linked to an company or contact in Base.

    Would be great so that we don't have to keep going to Xero to check where each account is up to with their payments.

    Similar to what Capsule CRM have done:

    http://support.capsulecrm.com/customer/portal/articles/427412-xero-integration

    30 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. integration w/ IFTTT.COM

    ifttt is a site that helps you automate your digital life. it could be very helpful to have base integrate w/ ifttt.com - not to mention IFTTT is very popular and this would help get the word out about base

    25 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Google Drive & Dropbox Integration with customisable root

    At the moment whenever a deal or lead is set to integrate with Google Drive the path in which folders are created is /Apps/BaseCRM/Deals/

    We would love to have the ability to customise this base location so we could store deal files in a custom location on our Google Drive

    22 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    11 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Integrate with ActiveCampaign

    Integrate with ActiveCampaign (http://www.activecampaign.com/) for newsletter and email marketing.

    21 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Intergration with Whatsapp Messaging

    As you send messages in whatsapp messaging to Leads or Contacts within Base, those conversations will automatically be tracked

    19 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Improve XERO Integration - Send Company details from BASE to XERO

    I like that you can create an Invoice from BASE to XERO - But i HATE having to type in the client details into the client BASE just created in XERO when they are sitting there screaming to be auto sent to XERO :)

    Options
    1.Send details from Base to Xero as a tick box option when creating an invoice

    2. In Company - Click 'send details to Xero with confimation process before hitting 'Go'

    Make sense?

    VERY fristrating to have to double enter data

    16 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 14 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Mailchimp: Add contact to a GROUP within a Mailchimp List

    Mailchimp (MC) encourages the use of groups within a single list rather than multiple lists for targeted email:

    http://kb.mailchimp.com/article/what-is-a-group-and-why-would-i-want-to-set-one-up

    With the existing Base-->MC integration, I can only assign a Base Contact to a List.

    Zapier (Zapier.com) has given me a bit of a work-around, but it would be great if Groups appeared as a multi-select option under an expandable Mailchimp List:

    Mailchimp
    -List #1
    --Group #1
    --Group #2
    --Group #N
    -List #2
    --Group #1
    --Group #2
    --Group #N
    etc., etc...

    Noting that MC Groups hierarchy is actually:

    List
    -Group Title
    --Group Name

    OR

    List: Retailers
    -Group Title: Shop Space
    --Group…

    10 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4
  • Don't see your idea?

Integrations

Feedback and Knowledge Base