Base CRM Integration

Note: This feature is only available on the Closer plan.

Integration overview

Attach provides a way of integrating with Base CRM to allow you to map Attach document visits back into your CRM system.

Integration details

When a viewer views a document, they are identified by Attach by their email address and organization name (i.e. company). Attach immediately queries Base to determine if this is an existing Lead or a new Lead that does not exist in your Base Database.

If the viewer exists in your Base database, a new Task is created for that lead to show which document they viewed and a summary of the amount of time they spent viewing is appended to the Task.

If the viewer does not exist in your Base database, a new Lead is created with the email and the company (and name if available). The Lead is marked as owned by the Base account linked to the Attach.io account that was used to create the link.

Installation instructions

This is illustrated in the screenshot below.  When the user goes Attach.io > Integrations > Base CRM > Connect, a modal appears with instructions on how to retrieve your Base Access Token.  Once the token is submitted, Attach.io verifies the token and, if valid, will use it for all subsequent Base API requests.

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