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Basecamp Classic + Microsoft Dynamics CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Basecamp Classic and Microsoft Dynamics CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Basecamp Classic

Basecamp Classic is a popular project management application. The classic version of Basecamp let's you keep track of multiple projects, milestones, todo items and more. An easy way to consolidate your work and keep your inbox clean.

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM Alternatives

Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive

Best ways to Integrate Basecamp Classic + Microsoft Dynamics CRM

  • Basecamp Classic Microsoft Dynamics CRM

    Basecamp Classic + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Project in Basecamp Classic Read More...
    Close
    When this happens...
    Basecamp Classic New Project
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Basecamp Classic Microsoft Dynamics CRM

    Basecamp Classic + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Project in Basecamp Classic Read More...
    Close
    When this happens...
    Basecamp Classic New Project
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Basecamp Classic Microsoft Dynamics CRM

    Basecamp Classic + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Project in Basecamp Classic Read More...
    Close
    When this happens...
    Basecamp Classic New Project
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Basecamp Classic Microsoft Dynamics CRM

    Basecamp Classic + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Project in Basecamp Classic Read More...
    Close
    When this happens...
    Basecamp Classic New Project
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Basecamp Classic Microsoft Dynamics CRM

    Basecamp Classic + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Project in Basecamp Classic Read More...
    Close
    When this happens...
    Basecamp Classic New Project
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • Basecamp Classic {{item.actionAppName}}

    Basecamp Classic + {{item.actionAppName}}

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

It's easy to connect Basecamp Classic + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Message

    Triggers when a new message is added to a project.

  • New Milestone

    Triggers when a new milestone is added to a project

  • New Person

    Triggers when a new person is added to an account.

  • New Project

    Triggers when a new project is added to an account.

  • New Todo Item

    Triggers when a new todo item is added to a todo list.

  • New Todo List

    Triggers when a new todo list is added to a project.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Create Message

    Creates a new message.

  • Create Milestone

    Creates a new milestone.

  • Create Project

    Be Careful! Easy to go over your plan limit.

  • Create Todo Item

    Creates a new todo item.

  • Create Todo list

    Creates a new todo list.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Basecamp Classic & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Basecamp Classic 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 Microsoft Dynamics CRM 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 Basecamp Classic to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Basecamp Classic and Microsoft Dynamics CRM

Basecamp Classic

Basecamp Classic is a web-based project management application built by 37signals for cplaboration, communication, and task management of software development projects. It is used to manage projects, tasks, discussions, documents, files, and other information related to software development projects. Basecamp Classic can be accessed via the Internet.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM. software application developed by Microsoft which is used to manage customer interactions with companies. It helps organizations in sales, marketing, customer service support, and customer retention. It helps enterprise businesses to coordinate the entire business process for their customers with different rpes assigned to employees within the organization.

Integration of Basecamp Classic and Microsoft Dynamics CRM

Integration is an important part of workflow improvement system that helps users to work on multiple projects without missing any task or issue related to that project. Integration between these two different platforms provides users with an efficient environment for improving the workflow of their company. It also helps them to retain customers for a longer time period as they become aware of their services via email notifications. Integration of Basecamp Classic and Microsoft Dynamics CRM is done by fplowing steps:

  • Create a Microsoft Dynamics CRM Online instance per Basecamp Classic Project
  • Create a user rpe with full access for all projects in Basecamp Classic. It helps user to have full access to all the projects in Basecamp Classic.
  • Create a default integration account one time only. It is used to set up the integration with Microsoft Dynamics CRM Online.
  • Set up the Integration with Microsoft Dynamics CRM Online by fplowing the instructions given in the document mentioned below:
  • After setting up the integration, create a new record in Microsoft Dynamics CRM Online by fplowing the instructions given in the document mentioned below:
  • Create a project record for Basecamp Classic by fplowing the instructions given in the document mentioned below:
  • Build relationships between Basecamp Classic and Microsoft Dynamics CRM according to your requirement by fplowing the instructions given in the document mentioned below:
  • Create list views for Account/Opportunity/Lead/Contact/Product/Service/Post/Case/Contract/Proposal/Incident and assign the relevant fields from Basecamp Classic and Microsoft Dynamics CRM according to your requirements by fplowing the instructions given in the document mentioned below:
  • Create views and forms according to your requirement by fplowing the instructions given in the document mentioned below:
  • Create a custom field using “Field Name” and “Display Name” as shown below:

The process to integrate Basecamp Classic and Microsoft Dynamics CRM 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.