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.
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.
Want to explore Microsoft Dynamics CRM + Basecamp 2 quick connects for faster integration? Here’s our list of the best Microsoft Dynamics CRM + Basecamp 2 quick connects.Explore quick connects
It's easy to connect Microsoft Dynamics CRM + Basecamp 2 without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggers when anything across any project happens. Use a filter step with this!
Triggers when something happens inside of Basecamp project. This trigger will give you a brief overview of the event that happened.
Triggers when a new event is added to a calendar.
Triggers when a new file is added to a project.
Triggers when a new person is available in the account.
Triggers when a new project is created.
Triggers when a new text document is added to a project.
Triggers when a new todo is added to a todo list.
Triggers when a new todo list is added.
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).
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
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 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 integrating Microsoft Dynamics CRM with Basecamp 2 are as fplows:
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.