Integrating Base CRM with Paycove

Connect Base CRM with Paycove to automate your invoicing.

 

Connecting Base to Paycove

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.

Creating your Personal Access Token (PAT) in Base


First, add a new access token by clicking the Add Access Token button in the Settings > OAuth page of your Base account.

Setting up and saving your Personal Access Token in Base


Next, give the token a custom description (i.e. "Paycove"). When ready, click the Save button.

Note: Make sure all "Scopes" checkboxes are checked.

Adding your Personal Access Token to Paycove


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.


Have a question or need help? Send us a message

Setting up Base stages

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.

Enabling your pipelines


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.

Note: At least one pipeline must be enabled.

Select a Base pipeline stage to automate your invoicing


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.

Note: All deals in your selected invoicing stage will automatically receive an invoice.

Select a Base pipeline stage to move deals to when paid


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.


Have a question or need help? Send us a message

Have a question?

Feel free to email our customer success team

Send us a message

(We're lightning quick at replying)