Welcome to BASIS. Once connected to your HubSpot account, BASIS monitors your closed-lost deals, detects when past contacts change jobs, scores each opportunity, creates revival deals automatically, and places outreach notes on your HubSpot timeline for your team to review and send.

Here is how to get started in under 3 minutes.

Step 1: Install and Authorize

1. Navigate to the BASIS listing in the HubSpot App Marketplace and click Install App.

2. Select the HubSpot account you want to connect.

3. Review the requested permissions. BASIS only requests the minimum access needed to read your deals and contacts and write notes to your deal timeline.

4. Click Connect App.

Step 2: Select Your Pipeline

After connecting, BASIS will load your existing HubSpot pipelines automatically.

1. Select the pipeline containing your closed-lost deals from the dropdown.

2. Click Activate BASIS.

That is the entire setup. BASIS configures everything else in the background, including the required deal properties in your HubSpot account. No technical steps required.

Step 3: What Happens Next

Once activated, BASIS runs automatically every day.

• It monitors the closed-lost contacts in your selected pipeline for job changes.

• When a job change is detected, it verifies the move and scores the opportunity from 0 to 100.

• Contacts scoring 60 or above get a Revival Deal created in your HubSpot pipeline, 3 outreach notes placed on the deal timeline, and a Slack alert sent to your team.

Step 4: Reviewing Your Revival Deals

1. Open HubSpot and navigate to your designated pipeline.

2. Locate any Revival Deal created by BASIS.

3. Open the deal and review the outreach notes on the timeline.

4. Select the note that fits your approach, copy it, and send it to your contact.

BASIS does not send any outreach automatically. Your rep reviews and sends.

Plan Limits and Upgrades

Your active plan determines how many closed-lost champions BASIS monitors and how frequently it sweeps your pipeline. If you reach your plan limit, you will receive an email notification with options to upgrade.

Support

For questions or technical support, contact us at support@basis-app.com