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.
SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.SugarCRM Integrations
Basecamp Classic + SugarCRMCreate Case to SugarCRM from New Project in Basecamp Classic Read More...
Basecamp Classic + SugarCRMCreate Case to SugarCRM from New Person in Basecamp Classic Read More...
Basecamp Classic + SugarCRMCreate Case to SugarCRM from New Todo List in Basecamp Classic Read More...
Basecamp Classic + SugarCRMCreate Case to SugarCRM from New Milestone in Basecamp Classic Read More...
Basecamp Classic + SugarCRMCreate Case to SugarCRM from New Message in Basecamp Classic Read More...
It's easy to connect Basecamp Classic + SugarCRM without coding knowledge. Start creating your own business flow.
Triggers when a new message is added to a project.
Triggers when a new milestone is added to a project
Triggers when a new person is added to an account.
Triggers when a new project is added to an account.
Triggers when a new todo item is added to a todo list.
Triggers when a new todo list is added to a project.
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Creates a new message.
Creates a new milestone.
Be Careful! Easy to go over your plan limit.
Creates a new todo item.
Creates a new todo list.
Create a new case
How many times have you needed to update a customer on the status of an order What about making sure your sales team is always on top of task A project management software can ensure that your sales team is always up to date on the latest information on their accounts. With more than 10 million users, Basecamp Classic is one of the most widely used project management softwares in the world. The integration of Basecamp Classic and SugarCRM is not only beneficial for keeping track of tasks, but it also helps companies keep track of their customers. A project management software can be used in conjunction with a CRM to simplify the workflow of an enterprise. This article will discuss the integration of Basecamp Classic and SugarCRM, its benefits, and how it can be used to improve efficiency of an enterprise.
One of the most important functions of a project management software is that it provides a central place for all tasks. The integration of Basecamp Classic and SugarCRM does just that. By using Basecamp Classic, companies can create tasks for customers and assign them to individual employees. Each employee will receive updates on their tasks by email when they are assigned a new one. They can add notes to tasks within Basecamp Classic and these will be reflected in the SugarCRM database. SugarCRM can then be accessed to view all of the notes that were uploaded from Basecamp Classic. This makes it easier for sales teams to know exactly what needs to be done and for managers to see what their employees are working on at any given time.
The best feature about the integration of Basecamp Classic and SugarCRM is that it works both ways. An employee can add a note in SugarCRM and it will be added to Basecamp Classic as well. This eliminates the need to constantly go back and forth between the two programs, which takes up valuable time that could be spent improving your business. As an added bonus, the integration of these two programs means that your records are automatically backed up in both systems. If something were to happen, such as a computer crash, you would still have access to all of your notes and data so you wouldn’t lose any time or money in trying to get your company back up and running again.
Overall the integration of Basecamp Classic and SugarCRM has been a great addition to our company. The ability to keep track of all tasks from one system has been a huge bonus for our sales team. Being able to send updates from one platform to the other makes work easier for everyone invpved, from sales to management. We have found that it is easier to communicate with customers since we always know where they are in terms of their tasks and we can make sure updates are sent out at a constant pace. If a sales manager isn’t receiving the information he/she needs from their employees, they can easily check SugarCRM to see if there are any notes from Basecamp Classic that haven’t been updated yet. If there are, then they can either remind their employees or take care of the task themselves. Overall, this integration has been extremely beneficial for our company and we would highly recommend it to anyone looking for a way to streamline the workflows in their business.
The process to integrate Basecamp Classic and SugarCRM 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.