Integrations

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

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  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!

    132 votes
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      27 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 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)

      131 votes
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        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,

      • 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.

        84 votes
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          13 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 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.

          75 votes
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            7 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Integrate with Freshbooks

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

            63 votes
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              18 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • 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!

              57 votes
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                15 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 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.

                50 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • 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/

                  50 votes
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                    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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.

                    49 votes
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                      14 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Allow Zapier to use custom fields as input through the Base CRM API.

                      Allow Zapier to use custom fields as input through the Base CRM API.

                      37 votes
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                        8 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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.

                        33 votes
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                          6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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

                          31 votes
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                            3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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.

                            28 votes
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                              3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • 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!

                              23 votes
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                                6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • 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

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

                                  20 votes
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                                    10 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Integrate with ActiveCampaign

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

                                    19 votes
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                                      4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Intergration with Whatsapp Messaging

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

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

                                        15 votes
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                                          9 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 14 votes
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                                            4 comments  ·  Flag idea as inappropriate…  ·  Admin →
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