How to enable and use the Base integration

Overview

Our Base integration allows you to view, update, and create Base leads, contacts, and deals directly in Front.

Like other integrations, you need to be an admin in order to enable the Base integration.


Instructions

Step 1

Click the gear icon on the top right of Front and into the Company settings tab, and select Integrations from the left menu.

Step 2

Select Base from the list of integrations. Click to the Settings section and toggle on Enabled. Click Save to finish enabling the integration.

Step 3

Go to your Front inbox, and select Base from the integrations switcher on the far right.

Step 4

Click Sign in. A window will pop up for you to enter your Base credentials and authorize the integration. Everyone on your team will need to sign into the integration with their own Base account.


How it works

For any Front message, if there is a matching contact in Base, you will see contact information, status, and linked deals displayed. You can edit most fields by clicking on them, and click on the plus sign to display additional fields. For any lead or contact, you can use the New deal button to create new deals.

If the email address for your message does not match an existing Base record, you’ll have the option to Create Lead or Create Contact.

To pull up details on any contact or lead, click on Search at the top left corner of the plugin. Log out of your Base account through Settings.


This feature is available on the Growth plan or above. Some legacy plans with different names may also have this feature.

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