Integrate Customerly with Basecamp 3

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

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About Basecamp 3

Basecamp's unique set of tools provides everything a team needs to stay on track with whatever project they're working on.

Want to explore Customerly + Basecamp 3 quick connects for faster integration? Here’s our list of the best Customerly + Basecamp 3 quick connects.

Explore quick connects
Connect Customerly + Basecamp 3 in easier way

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

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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 Customerly & Basecamp 3 Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to Basecamp 3.

    (2 minutes)

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

Integration of Customerly and Basecamp 3

Customerly ?

Customerly is a free web-based customer relationship management (CRM. system that helps you manage your customers, products and orders. It allows you to manage all of your clients in one place. You can send out newsletters, track feedback and more.

Basecamp 3?

Basecamp 3 is an online project management software with unique tops for teams. The software helps businesses manage projects, cplaborate with teammates, and communicate with clients.

  • Integration of Customerly and Basecamp 3
  • Integrating Customerly with Basecamp 3 is easy and can help you increase the productivity of your business. Let's take a look at how you can do this.

    • You can add multiple customers from Customerly to Basecamp 3. You can add clients by using their emails or social media accounts. Once they are added you will receive notifications on basecamp 3 about your new customers and you can add them as new team members or assign them to a project.
    • With the integration between these two programs you can create tickets from Basecamp 3 or reply to your customer's ticket directly from Basecamp 3 by clicking on the "Reply" button in the notification email. This is helpful if you are working on a project that requires a lot of communication with clients.
    • In addition, you can also keep a history of all of your conversations with your customers on Basecamp 3. You can find the history of conversations in the "Archive" tab under the "Inbox". This will allow you to keep track of all of your communications with your customers and clients without having to go back into Customerly to read notes or messages.
    • When you create a new project on Basecamp 3 you can choose whether or not you want to send an announcement email to all of your customers and clients who are using Customerly . You can target specific groups or individuals within your company so that only the necessary people receive the message and not everyone within your organization.
    • If you use Salesforce then you will be happy to know that Basecamp 3 integrates with Salesforce . With this integration, all of your Salesforce contacts can become Basecamp 3 users who can access other parts of Basecamp 3 like tasks, projects, comments, etc… This will allow you to move your entire company onto one platform instead of using separate systems. Check out this article on how to connect Salesforce to Basecamp 3 .
    • With the integration between Customerly and Basecamp 3 , you can also use Customerly as a landing page for your website so that customers have one central location to access important information from your company. To do this, click on "Integrations" in Customerly and check "Allow Customers to Sign Up from Other Sites." You will need to copy and paste a piece of code into the <head> section of your website's template in order to use this feature. Check out this article for instructions on how to do this .
    • Another way to utilize the integration between Customerly and Basecamp 3 is by using it to post messages about your company on social media sites like Facebook , Twitter , LinkedIn and Google+ . You can choose which social networks you would like to post on and once you have made this selection you can set up automated messages that are posted throughout the day. These messages can include recent blog posts from your website or coupons for special discounts for your customers who are using Customerly . You can see more details about this feature in this article .
    • When you integrate Salesforce with Customerly and Basecamp 3 then every time a purchase is made through Salesforce a push notification is sent out to the users on Basecamp 3 who have access to that project. You can view all of these notifications in one place without needing to log into multiple systems. Also, when someone makes a purchase through Salesforce it will be logged into Customerly so that you have an accurate record of sales made through both systems. This is great because you can quickly view open and closed deals at any time without having to dig through multiple platforms for information. Check out this article for more information about integrating Salesforce with Customerly .

    Overall, integrating Customerly and Basecamp 3 will allow you to streamline your entire business process and make work easier for everyone invpved. It will reduce time spent searching for information and allow you to easily respond to customer requests regardless of where they come from . This integration has many benefits and allows you to save time while increasing the productivity of your business.

    The process to integrate Customerly 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am