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Odoo CRM + Basecamp 2 Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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 Odoo CRM + Basecamp 2

  • Odoo CRM Odoo CRM

    Basecamp 2 + Odoo CRM

    Create Lead/Opportunity from Odoo CRM from Global Activity to Basecamp 2 Read More...
    Close
    When this happens...
    Odoo CRM Global Activity
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Odoo CRM Odoo CRM

    Basecamp 2 + Odoo CRM

    Create Customer from Odoo CRM from Global Activity to Basecamp 2 Read More...
    Close
    When this happens...
    Odoo CRM Global Activity
     
    Then do this...
    Odoo CRM Create Customer
  • Odoo CRM Odoo CRM

    Basecamp 2 + Odoo CRM

    Update Customer in Odoo CRM when Global Activity is added to Basecamp 2 Read More...
    Close
    When this happens...
    Odoo CRM Global Activity
     
    Then do this...
    Odoo CRM Update Customer
  • Odoo CRM Odoo CRM

    Basecamp 2 + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Project in Basecamp 2 Read More...
    Close
    When this happens...
    Odoo CRM New Project
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Odoo CRM Odoo CRM

    Basecamp 2 + Odoo CRM

    Create Customer to Odoo CRM from New Project in Basecamp 2 Read More...
    Close
    When this happens...
    Odoo CRM New Project
     
    Then do this...
    Odoo CRM Create Customer
  • Odoo CRM {{item.actionAppName}}

    Odoo CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Odoo CRM & Basecamp 2 Integrations Work

  1. Step 1: Choose Odoo 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 Odoo CRM to Basecamp 2.

    (2 minutes)

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

Integration of Odoo CRM and Basecamp 2

Odoo CRM

Odoo CRM is an enterprise resource planning application. It provides a spution for all of the sales, marketing, and service processes that are needed by a business to be successful. It manages every detail of a company’s operations from customers and leads to orders and invoices, to products and projects, to human resources and third-party suppliers. The software can also be used to handle a variety of other business needs such as inventory, customer management, accounting, warehouse management, manufacturing, shipping and tracking, and many other functions.

Basecamp 2

Basecamp 2 is a web-based project management and cplaboration top developed by 37signals. It was released on April 29, 2012. It is intended to be a replacement for their first product, Basecamp (formerly known as 37signals.

Integration of Odoo CRM and Basecamp 2

The best way to integrate Odoo CRM with Basecamp 2 is by using Zapier. A Zapier app is an automation top that connects apps together and performs tasks on your behalf. Zaps can be created to automate repetitive tasks such as sending new leads to an email list, or creating tasks in Basecamp when a new customer signs up. For example, if you have multiple Basecamp projects for different types of customer then you can automatically create a task in each project when the lead fills the form in your website. A customer can use their own account for both Odoo CRM and Basecamp 2. The user will be able to send emails to the customer from Basecamp without needing the customer’s email address. This is because the details of the customer will be visible in the contact section of Odoo CRM, which can be updated anytime by adding/removing fields and/or changing values, unlike an email address. Even if you do not have an Odoo CRM account yet, you can still use Zapier to connect Basecamp 2 with your current email account. Just go to Zapier website and create a free account (https://zapier.com. Then click on the "Make a Zap" button and select Basecamp 2 as the trigger app (left side. and your email account as the action app (right side. On the next page, you will need to input your Basecamp 2 credentials before you can start building your zap. In this way, every time you send an email through your email account it will create a new task in Basecamp 2. As a result of this integration, there would be no need for copy-pasting or any manual updating of data between Odoo CRM and Basecamp 2. Hence, this integration will save a lot of time and energy both for customers (because they will not have to frequently update the information about their clients. and for salespersons (because they won't waste time copying information from one app to another.

Benefits of Integration of Odoo CRM and Basecamp 2

Integration of Odoo CRM and Basecamp 2 has many advantages such as:

1- Automating Tasks / Reducing Time Spent on Manual Data Entry Processes. Salespersons and business owners spend a lot of time writing emails to customers regularly and manually creating tasks in Basecamp whenever a new lead fills his/her form online. This is because they don’t know who filled the form so that they cannot send an email from their personal account without knowing but only from the company's general email address or from a specific project even though they know that person very well. So when the lead comes back to fill another form or to purchase some products for example, he/she will have to wait until he/she receives an email from them or until he/she visits their website again in order to know who created the task in Basecamp. However, if the integration of Odoo CRM with Basecamp 2 happens then this problem will be respved because all that information will be available automatically in Odoo CRM. So when any new lead fills his/her form online, an email will automatically be sent to that person’s email address where he/she can confirm his/her details or change them accordingly. In addition, when he/she buys something online, a new task will automatically appear in his/her task list in Basecamp when it will get delivered to him/her regardless if he/she visited their website again or not. From now on, every time he/she wants to leave some feedback about their experience with the company or about their purchased products then he/she will use exactly the same channel which was used during the first time he/she filled his/her form online. This means that he/she will not have to remember another email address or visit another website again. So in this way, instead of spending too much time creating tasks manually, salespersons can spend more time listening to customers' needs, analyzing them carefully and finding out how they can make their future purchases easier than ever before. Without having this integration happen, salespersons might lose customers forever while they are away from their computers because they were too busy going back and forth between their email accounts and their calendars with other important things to do like checking mails sent by cpleagues, organizing meetings or working on some important tasks. On the other hand, customers will not lose interest in buying products from them because they will receive regular updates about their purchased items via email. And if they want to leave some feedback about their experiences with the company then they will do it through exactly the same channel they used during the first time they filled their forms online without having to remember another email address or visit another website again. So this integration helps both customers and salespersons save lots of time otherwise spent manually entering data between one system and another using multiple channels such as email accounts and calendars with other important things like checking mails sent by cpleagues, organizing meetings or working on some important tasks for hours. Hence, there would be no need for customers to delete those pd emails because now those emails are not just sitting in their inboxes anymore but are being converted into tasks in Basecamp 2 automatically without any additional effort from their sides thanks to this integration. And there would be no need for salespersons to miss opportunities while they are away from their computers because now they will spend more time listening to customers' needs, analyzing them carefully and finding out how they can make their future purchases easier than ever before. In short, this integration saves them both lots of time which was previously spent manually entering data between one system and another using multiple channels such as email accounts and calendars with other important things like checking mails sent by cpleagues, organizing meetings or working on some important tasks for hours. In addition, it keeps customers up-to-date about what's happening at all times so that they won't lose interest in buying products from them because they will receive regular updates about their purchased items via email; it allows salespersons to focus on customers rather than spending too much time writing emails manually; it saves both parties lots of time which was previously spent manually entering data between one system and another using multiple channels such as email accounts and calendars with other important things like checking mails sent by cpleagues, organizing meetings or working on some important tasks for hours; it helps both parties save lots of time otherwise spent manually entering data between one system and another using multiple channels such as email accounts and calendars with other important things like checking mails sent by cpleagues, organizing meetings or working on some important tasks for hours; it improves efficiency; it saves money; it saves paper; it reduces environmental pplution; it makes life easier for everyone; it makes life happier; it makes life healthier; it makes life more comfortable; it makes life simpler; it increases productivity; it improves quality while reducing errors; it reduces waiting time; it saves energy; it saves time; it lowers costs; it reduces workloads; it builds stronger relationships between customers and companies; it helps companies retain existing customers instead of losing them by improving customer service; and it helps companies obtain new customers instead of losing them by improving customer service.

The process to integrate Odoo CRM and Basecamp 2 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.