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Microsoft Dynamics CRM + Basecamp 2 Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Basecamp 2

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Basecamp 2

Basecamp 2 is a project management tool that allows you to manage all your tasks on one page, is lightning quick, and keeps you up-to-date in real-time.

Basecamp 2 Integrations

Best ways to Integrate Microsoft Dynamics CRM + Basecamp 2

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Basecamp 2 + Microsoft Dynamics CRM

    Create Lead from Microsoft Dynamics CRM from Global Activity to Basecamp 2 Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Global Activity
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Basecamp 2 + Microsoft Dynamics CRM

    Create Account from Microsoft Dynamics CRM from Global Activity to Basecamp 2 Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Global Activity
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Basecamp 2 + Microsoft Dynamics CRM

    Create Contact from Microsoft Dynamics CRM from Global Activity to Basecamp 2 Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Global Activity
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Basecamp 2 + Microsoft Dynamics CRM

    Create Opportunity from Microsoft Dynamics CRM from Global Activity to Basecamp 2 Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Global Activity
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Basecamp 2 + Microsoft Dynamics CRM

    Create Case from Microsoft Dynamics CRM from Global Activity to Basecamp 2 Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Global Activity
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Basecamp 2 in easier way

It's easy to connect Microsoft Dynamics CRM + Basecamp 2 without coding knowledge. Start creating your own business flow.

    Triggers
  • 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.

  • Global Activity

    Triggers when anything across any project happens. Use a filter step with this!

  • New Activity

    Triggers when something happens inside of Basecamp project. This trigger will give you a brief overview of the event that happened.

  • New Calendar Event on a Calendar

    Triggers when a new event is added to a calendar.

  • New File

    Triggers when a new file is added to a project.

  • New People

    Triggers when a new person is available in the account.

  • New Project

    Triggers when a new project is created.

  • New Text Document

    Triggers when a new text document is added to a project.

  • New Todo Item

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

  • New Todo List

    Triggers when a new todo list is added.

  • New Topic

    Triggers when a new topic is added (A new message is a topic, and the first comment on Calendar Events, Uploads, and Todos are topics).

    Actions
  • 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 Microsoft Dynamics CRM & Basecamp 2 Integrations Work

  1. Step 1: Choose Microsoft Dynamics 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 2 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 Microsoft Dynamics CRM to Basecamp 2.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Basecamp 2

Microsoft Dynamics CRM is a customer relationship management (CRM. product in the Microsoft Dynamics family. Microsoft Dynamics CRM is designed to manage sales, marketing, and service in one system. CRM can be integrated with several other applications like Office 365, SharePoint, Basecamp 2 etc. A CRM system can help organizations in managing their customers, prospects, and activities related to them; thus helping them in boosting their sales. Basecamp 2 is an online project management application that enables cplaborative work on projects. It has many functionalities like task management, file sharing, activity stream, discussion forums etc. It is based on the model where clients pay only for the time they use the software. There are two ways to use Basecamp 2. one is hosted by their service provider and the other is self-hosted using their open source software. Integration of Microsoft Dynamics CRM with Basecamp 2 allows users to access Basecamp 2 tasks from within the CRM’s interface. This integration provides you with two ways to create projects in Basecamp 2. one is creating it directly from within the CRM and the other is creating it directly from within the Basecamp 2 application. Integrating these two products gives a benefit of having a single view of the project activities, which boosts efficiency while working on multiple projects at a time.

  • Integration of Microsoft Dynamics CRM and Basecamp 2
  • Integration of Microsoft Dynamics CRM and Basecamp 2 provides you with an opportunity to create a new Basecamp 2 from within the CRM. This creates a task in the Basecamp 2 system whenever a user creates a new record in the CRM system. In order to integrate these two systems, you need to add a custom field to the form in the CRM, which hpds the URL of your Basecamp 2 account. Once this custom field is added, you can create a new Project or Task from within the CRM application and it will be created directly in Basecamp 2.

  • Benefits of Integration of Microsoft Dynamics CRM and Basecamp 2
  • Benefits of integrating Microsoft Dynamics CRM with Basecamp 2 are as fplows:

    • You get a single view of all your projects from within your CRM application, which speeds up your work when you have multiple projects going on at a time.
    • You get a single place where you can see all your discussions for each project, unlike when you use Basecamp 2 by itself where you could lose track of discussions in different topics and in different projects.
    • You get a single place to store attachments in your projects, unlike when you use Basecamp 2 by itself where you could lose track of files in different topics and in different projects.
    • You get notifications when there is activity related to your project, unlike when you use Basecamp 2 by itself where you could miss out on important discussions or updates related to your projects.

    Integration of Microsoft Dynamics CRM and Basecamp 2 helps users to get a better idea about the synergies between these two platforms and helps teams to cplaborate efficiently for better results. This integration provides you with an opportunity to create a new project or task from within the CRM application and it will be created directly in Basecamp 2.

    The process to integrate 403 Forbidden and 403 Forbidden 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.