Integrate Salesforce with Basecamp 3

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

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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 Salesforce and Basecamp 3 Integrations

  • Salesforce Integration Basecamp 3 Integration

    Salesforce + Basecamp 3

    Create Project to Basecamp 3 from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Basecamp 3 Integration Create Project
  • Salesforce Integration Basecamp 3 Integration

    Salesforce + Basecamp 3

    Add Person to a Project in Basecamp 3 when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Basecamp 3 Integration Add Person to a Project
  • Salesforce Integration Basecamp 3 Integration

    Salesforce + Basecamp 3

    Create Project from Template to Basecamp 3 from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Basecamp 3 Integration Create Project from Template
  • Salesforce Integration Basecamp 3 Integration

    Salesforce + Basecamp 3

    Create Message to Basecamp 3 from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Basecamp 3 Integration Create Message
  • Salesforce Integration Basecamp 3 Integration

    Salesforce + Basecamp 3

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

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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 Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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 Salesforce & Basecamp 3 Integrations Work

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

    (2 minutes)

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

Integration of Salesforce and Basecamp 3

Salesforce is a cloud based customer relationship management (CRM. software. It is used to track and monitor company’s contacts with customers, leads, partners, and vendors (Salesforce, 2019. Salesforce is the most widely used CRM software in the world.

Basecamp 3 is a project management software that helps organize projects efficiently. It is an all-in-one spution for project management, communication, team cplaboration, and task management (Basecamp, 2019. All the companies including small and large enterprises can use this software. It is an easy to use software that may be used by anyone with no technical skills required. The users can access Basecamp 3 on the web or through mobile devices. The features of Basecamp 3 are discussed later in this paper.

Salesforce and Basecamp 3 integration is important for companies to track their leads and sales. The companies can manage their leads and customers using Salesforce and manage their projects using Basecamp 3. This integration is very useful as it reduces the workload of the employees by doing both the tasks together. The two applications complement each other enabling the companies to get more done in less time. In addition to this, the employees get real-time information on their mobile devices as well.

Integration of Salesforce and Basecamp 3

The integration of Salesforce and Basecamp 3 is done by integrating Salesforce Sales Cloud with Basecamp 3. The Salesforce app comes with a feature called ‘Basecamp for Sales’ that allows users to view their sales activity directly from their Basecamp project pages (Salesforce, 2019. This feature further helps the users in managing leads, accounts, opportunities, tasks, and files from one single platform. Moreover, the users can also see their account activity from their Basecamp dashboard. The users can easily connect their Basecamp 3 account with Salesforce using a link shared by the company or through a single click button on their accounts page.

Benefits of Integration of Salesforce and Basecamp 3

The benefits of integration of Salesforce and Basecamp 3 are mentioned below:

It saves time. The integration of Salesforce and Basecamp 3 helps save time by providing access to information at the same place. There is no need to open different tabs for each application.

It helps in managing projects. The integration of Salesforce and Basecamp 3 allows the users to manage all their sales activities like leads, accounts, deals, opportunities etc. in one place only. They don’t have to switch between different applications to view the information they need. This helps save time and thus improves efficiency.

It contains powerful features. The integration of Salesforce and Basecamp 3 offers various features that help manage customer relationships and projects efficiently. It includes features like email tracking, customizable templates, task prioritization etc. that help make project management much easier.

It offers analytics. The integration of Salesforce and Basecamp 3 provides various analytics such as pipeline reports, sales history etc. that allow tracking sales progress easily.

It provides a sense of security. Security is an important factor when it comes to using any software or application especially if it is related to a business organization. This integration ensures that all the data in both the applications is safe from hackers etc.

This integration has many benefits for businesses who use both these applications. It makes it easy for them to track their sales leads and also manage their projects without any hassle. It improves efficiency in managing sales activities as well as project management activities within a single platform. This integration thus helps businesses achieve maximum productivity with minimum efforts.

The process to integrate Salesforce 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.