The article describes how to integrate a Base CRM account with your Reply account.

Set up integration

To integrate your Reply account with Base CRM:

  1. Log into Reply.
  2. Open the Integrations page, select Base CRM and click Connect.
  3. Enter your Base CRM API key* and click Authenticate.

Note: you can find the Base CRM API key under Settings - OAuth - Access Tokens.

Configure field mapping between Reply and Base CRM

After you have set up integration, you must decide which fields in Base CRM should correspond to the fields in Reply. To do this:

  1. Open the Mapping tab of the Base CRM integration. The First Name and Email fields in Reply are mandatory and cannot be changed.
  2. Click Add field mapping, for example Industry - Indusrty.
  3. Click Save.

Select integration options

Reply offers several options for integration with Base CRM:

  • Create people from leads. The option lets you fetch your Base CRM leads to Reply.
  • Update people from leads. When you update a lead in Base CRM, Reply also updates it.
  • Auto-update statuses in CRM. The option lets you update a lead status in Base CRM depending on the contact status in a Reply campaign.
  • Push to Campaign. The option lets you add a contact from Base CRM to an ongoing Reply campaign.

Create people from contacts

To fetch your Base CRM leads to Reply:

  1. Toggle the Create people from leads slider.
  2. Click Sync now.

Your Base CRM leads appear on the People page of your Reply account. After the first time all new leads will be automatically fetched by Reply.

Update people from leads

Use this option if you want to update contacts in Reply after updating leads in Base CRM. To do this:

  1. Toggle the Update people from leads slider.
  2. Click Sync now for manual update. Otherwise Reply will sync changes during the next automatic synchronization.

Push to campaign.

When you enable this option, Base CRM pushes leads to a specified campaign in Reply. To use the option:

In your Base CRM account

  1. Change the lead status in Base CRM to the name of your campaign in Reply for each lead you want to push to Reply.

In your Reply account

  1. Make sure the campaign name in coincides with the lead status name in Base CRM.
  2. Toggle the Push to Campaign slider.
  3. Click Sync now for manual update. Otherwise Reply will sync changes during the next automatic synchronization.

Auto-update statuses in CRM

This feature enables synchronization between a Reply campaign and the Base Lead information. You can choose whether you want all the campaigns to be synced or only specific ones.
Synchronization works in a way that all replies received within Reply campaign(s) update the value of the Lead Status field of Base CRM Lead.

In your Base CRM account

  1. Create lead statuses with the same names as inbox statuses in Reply.
  2. Make sure your leads are synchronized with contacts in Reply.

In your Reply account

  1. Toggle the Auto-update statuses in CRM slider.
  2. Click Sync now for manual update. Otherwise Reply will sync changes during the next automatic synchronization.

After the contact changes their inbox status in a Reply campaign, they also change their lead status in Base CRM.

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