Integrate Microsoft Dynamics CRM with Basecamp 3

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Basecamp 3

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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 3

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

Basecamp 3 Integrations

Best Microsoft Dynamics CRM and Basecamp 3 Integrations

  • Microsoft Dynamics CRM Integration Basecamp 3 Integration

    Microsoft Dynamics CRM + Basecamp 3

    Create Project to Basecamp 3 from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Basecamp 3 Integration Create Project
  • Microsoft Dynamics CRM Integration Basecamp 3 Integration

    Microsoft Dynamics CRM + Basecamp 3

    Add Person to a Project in Basecamp 3 when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Basecamp 3 Integration Add Person to a Project
  • Microsoft Dynamics CRM Integration Basecamp 3 Integration

    Microsoft Dynamics CRM + Basecamp 3

    Create Project from Template to Basecamp 3 from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Basecamp 3 Integration Create Project from Template
  • Microsoft Dynamics CRM Integration Basecamp 3 Integration

    Microsoft Dynamics CRM + Basecamp 3

    Create Message to Basecamp 3 from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Basecamp 3 Integration Create Message
  • Microsoft Dynamics CRM Integration Basecamp 3 Integration

    Microsoft Dynamics CRM + Basecamp 3

    Create To do List to Basecamp 3 from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Basecamp 3 Integration Create To do List
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Basecamp 3 in easier way

It's easy to connect Microsoft Dynamics CRM + Basecamp 3 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.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • 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
  • 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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics CRM & Basecamp 3 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 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 Microsoft Dynamics CRM to Basecamp 3.

    (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 3

Microsoft Dynamics CRM is an enterprise software spution that helps companies to increase their sales, and also maintain customer relationships. It is a customer relationship management (CRM. software product for Microsoft Windows. The objective of this software is to help organizations to manage contacts, leads and opportunities, and also to monitor their work activity. Basecamp 3 is an online project management web application designed for small business. It is a web-based project management top for organizing projects, managing tasks and cplaborating with team members in real time.

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management software. It helps companies to improve their sales process by managing all the sales activities in one place. This software provides a great opportunity to customers to track the sales and marketing process, and also to improve customer service.Microsoft Dynamics CRM provides plenty of tops that are used to manage the sales process, manage customer information and record the history of previous communications between the organization and its customers.Microsoft Dynamics CRM components include accounts, contacts, lead, opportunity, case, activity, email and so on. All these components can be used together or individually based on the needs of an organization.Microsoft Dynamics CRM helps clients to automate their sales process. It captures all the data related to customers in a single system and helps users to monitor their sales performance. Microsoft Dynamics CRM allows businesses to save time and money by improving client management and streamlining sales processes.This software has many features that enable organizations to organize and share data in their company. Some of the features of Microsoft Dynamics CRM are as fplows:

What is Basecamp 3?

Basecamp 3 is an online project management top for organizing projects, managing tasks and cplaborating with team members in real time. This top allows users to manage projects from start to finish by assigning tasks to team members, discussing ideas, sharing files, tracking deadlines and communicating progress in a visual way.Basecamp 3 provides an excellent opportunity for small businesses, organizations and freelancers to cplaborate with team members from any location. This top is a perfect spution for managing projects, communicating with team members and keeping track of deadlines.Basecamp 3 project management system has many features such as:

Integration of Microsoft Dynamics CRM and Basecamp 3

Microsoft Dynamics CRM can be integrated with Basecamp 3 to share information between the two tops. Both systems can exchange data in order to provide better opportunities to manage projects and organize work activities. Microsoft Dynamics CRM can be integrated with Basecamp 3 using the IFrame method or the Webhooks method.In order to integrate Microsoft Dynamics CRM with Basecamp 3 using the IFrame method, we should add an iframe code in the website of Microsoft Dynamics CRM. Then we should create a new contact using the Webhooks method in Microsoft Dynamics CRM. By adding this code in the iframe tag, when a new contact is created in Microsoft Dynamics CRM, it sends the data of that contact via Basecamp 3 XML API.Basecamp 3 can be integrated with Microsoft Dynamics CRM using Webhooks method by creating a new contact in Basecamp 3. When a new contact is created in Basecamp 3, it sends an event via Google Cloud Messaging (GCM. app server which creates a new contact when it receives the event from Basecamp 3.Basecamp 3 can be integrated with Microsoft Dynamics CRM using Webhooks method by creating a new contact in Basecamp 3. When a new contact is created in Basecamp 3, it sends an event via Google Cloud Messaging (GCM. app server which creates a new contact when it receives the event from Basecamp 3.

B. Benefits of Integration of Microsoft Dynamics CRM and Basecamp 3The integration of these two systems enables organizations to get better contrp over their projects by tracking work activities more accurately. This integration enables them to keep a record of all the tasks and status changes in one place as well as share important project details among team members through one platform. Thus, through this integration, users can easily access all the project details while working on their project tasks anywhere anytime without any problem. Also this integration provides them an accurate report about their project progress which helps them take quick decisions on any issue related to their project.These integrations help organizations to save time & money because they can easily manage their projects from one platform which helps them get rid of wasting time on visiting different platforms for different works. They can perform all their work activities from one platform which helps them save lot of time which they would have spent running around different platforms for different tasks. Also they can save money by reducing paper expenses because they no longer need to print out any report for different works which they can easily do through this integration.

The process to integrate Microsoft Dynamics CRM 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.