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Agile CRM + Basecamp 3 Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Basecamp 3

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Basecamp 3

Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.

Basecamp 3 Integrations

Best ways to Integrate Agile CRM + Basecamp 3

  • Agile CRM Basecamp 3

    Agile CRM + Basecamp 3

    Create Project to Basecamp 3 from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Basecamp 3 Create Project
  • Agile CRM Basecamp 3

    Agile CRM + Basecamp 3

    Add Person to a Project in Basecamp 3 when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Basecamp 3 Add Person to a Project
  • Agile CRM Basecamp 3

    Agile CRM + Basecamp 3

    Create Project from Template to Basecamp 3 from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Basecamp 3 Create Project from Template
  • Agile CRM Basecamp 3

    Agile CRM + Basecamp 3

    Create Message to Basecamp 3 from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Basecamp 3 Create Message
  • Agile CRM Basecamp 3

    Agile CRM + Basecamp 3

    Create To do List to Basecamp 3 from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Basecamp 3 Create To do List
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + Basecamp 3 in easier way

It's easy to connect Agile CRM + Basecamp 3 without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Comment

    Triggers when a new comment is created in a basecamp.

  • New Document Created

    Triggers when a new document is created in a folder.

  • New Document Uploaded

    Triggers when a new document is uploaded in a folder.

  • New Message

    Triggers when a new message is created in a basecamp.

  • New Person

    Triggers when a new person is available in the account

  • New Project

    Triggers when a new project is created.

  • New Schedule Entry

    Triggers when a new schedule entry is created in a basecamp.

  • New To do List

    Triggers when a new to-do list is created in a basecamp

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Add Person to a Project

    Adds or creates a new person to an existing project.

  • Create Campfire Message

    Creates a Campfire message.

  • Create Comment on Message

    Creates a new comment in a message.

  • Create Document

    Creates a new document in a folder.

  • Create Message

    Creates a new message in a message board.

  • Create Project

    Creates a new project.

  • Create Project from Template

    Creates a new project using a template.

  • Create Schedule Entry

    Creates a new schedule entry in a schedule.

  • Create To do

    Creates a new to-do in a to-do list.

  • Create To do List

    Creates a new to-do list in a to-do set.

  • Remove Person from a Project

    To revoking access from existing people

  • Upload File

    Uploads a new file in a folder.

How Agile CRM & Basecamp 3 Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Basecamp 3 as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Basecamp 3.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Basecamp 3

This article will discuss the integration of Agile CRM and Basecamp 3.

What is Agile CRM?

Agile CRM is a customer relationship management software. It helps to organize and manage contacts, leads, and accounts. It includes various features like contact management, lead management, account management, etc. It also has features for sales pipeline, reporting, dashboard, etc.

What is Basecamp 3?

Basecamp 3 is an online project management top. It provides features like file storage, image gallery, discussion forum, messaging, calendar, task list, etc.Basecamp is easy to use. It’s a great top for managing projects and coordinating communication with clients and team members.Basecamp 3 allows users to organize projects into "bases" to keep teams organized and focused on the right things. It makes it easy to share files, set up meetings, post comments and more.It also allows users to create a unique URL for each project that can be shared with clients or team members. This ensures that everyone is working on the same page and no one wonders if they're working on the most recent version of a document or spreadsheet.Basecamp 3 also works well in team settings. Each member can create their own profile and have access to a personal inbox, calendar, and task list as well as being able to contribute to group discussions and documents.Basecamp 3 organizes all your information into one place so you can track projects and stay organized from anywhere.

Integration of Agile CRM and Basecamp 3

Agile CRM integrates with Basecamp 3. The integration is beneficial as it allows users to manage leads in Agile CRM and automatically creates tasks in Basecamp 3 for every new lead added to Agile CRM. Also, it allows users to create tasks in Basecamp 3 related to the activities performed in Agile CRM like creating new accounts in Agile CRM and creating related tasks in Basecamp 3. The integration is beneficial as it provides a single view of data across Agile CRM and Basecamp 3. It also allows users to assign tasks created in Basecamp 3 to team members from Agile CRM.It also provides an option to sync data between the two systems. Users can sync the Lead details from Basecamp 3 with Agile CRM by configuring Settings>Integration>Sync between Basecamp & Agile CRM.

Benefits of Integration of Agile CRM and Basecamp 3

The benefits are listed below:

  • The integration provides a single view of data across both the systems.
  • It allows users to assign tasks created in Basecamp 3 to team members from Agile CRM.
  • It hpds data of all clients which means that there is no need to enter the same information again in both the systems.
  • It allows users to create a unique URL for each project that can be shared with clients or team members. This ensures that everyone is working on the same page and no one wonders if they're working on the most recent version of a document or spreadsheet.
  • It provides features like contact management, lead management, account management, etc.
  • Easy to use interface.

7. Cost effective spution.The integration of Agile CRM and Basecamp 3 is beneficial as it provides a single view of data across Agile CRM and Basecamp 3. It also allows users to assign tasks created in Basecamp 3 to team members from Agile CRM and sync data between the two systems.

The process to integrate Agile CRM and Basecamp 3 may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.