Integrate with Base CRM

Use this article as a guide when integrating your account with Base CRM.

At any time, you can come back to the Integrations page (Settings Integrations) to make changes to the integration.

The field mappings are set up automatically when you follow the instructions below. For more information, take a look at this article.

Integration Overview

  • When creating a Quote in Quoter, you can search for an existing Base CRM Contact or create a new one automatically.

  • When a Quote is created, the Base CRM Deal will be added to the Quote stage and updated with the value of the Quote.

  • When a Quote is updated, a new Base CRM Deal will be added to the Quote stage and updated with the value of the Quote.

  • When a Quoter Quote is won or lost, Quoter will update the status of the Base CRM Deal.

Setup Instructions

1. Navigate to Settings Integrations to select Base under CRM:

2. You'll be navigated to the Add Integration dialog that will allow you to enter your credentials (API Token) and to click Save Integration: