Note: Make sure all "Scopes" checkboxes are checked.
Base is a CRM software geared towards scientifically making your sales team 10x more productive. Automate data capture & analysis with Base to accelerate your sales.
During the Paycove Registration you will be prompted to integrate with Base during the Connect CRM step. We've outlined the steps below to help you finish creating your account.
First, add a new access token by clicking the Add Access Token button in the Settings > OAuth page of your Base account.
Next, give the token a custom description (i.e. "Paycove"). When ready, click the Save button.
Once your new Personal Access Token appears (in a blue message box), copy the Personal Access Token from Base and paste it into Paycove's "Personal Access Token" field.
Finish by clicking the Connect with Base button.
After you've added your Personal Access Token, you can setup which stages to automate with Paycove. This step will enable you to automate your invoicing and update deals to whichever stages you choose.
First, if you have more than one pipeline, you can toggle on / off each pipeline that you'd like to automate with Paycove. All pipelines are enabled by default.
Next, select what stage from your pipeline you'd like to send invoices to by using the "Invoice deals in..." dropdown. Paycove will send invoices to any deal that reaches this stage.
By default, when invoices are paid Paycove will update deals to the "Won" stage in Base. You can select another stage by using the "Move deals to" dropdown.
Finish by checking the box and clicking the Next button.