Integrate Salesforce with Basecamp Classic

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

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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 Classic

Basecamp Classic is a well-known project management tool. Basecamp's traditional version allows you to manage multiple projects, milestones, to-do items, and more. An easy approach to keep your inbox clean and consolidate your work.

Basecamp Classic Integrations
Basecamp Classic Alternatives

Looking for the Basecamp Classic Alternatives? Here is the list of top Basecamp Classic Alternatives

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Best Salesforce and Basecamp Classic Integrations

  • Salesforce Integration Basecamp Classic Integration

    Salesforce + Basecamp Classic

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

    Salesforce + Basecamp Classic

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

    Salesforce + Basecamp Classic

    Create Todo list to Basecamp Classic from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Basecamp Classic Integration Create Todo list
  • Salesforce Integration Basecamp Classic Integration

    Salesforce + Basecamp Classic

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

    Salesforce + Basecamp Classic

    Create Todo Item to Basecamp Classic from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Basecamp Classic Integration Create Todo Item
  • 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 Classic in easier way

It's easy to connect Salesforce + Basecamp Classic 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 Message

    Triggers when a new message is added to a project.

  • New Milestone

    Triggers when a new milestone is added to a project

  • New Person

    Triggers when a new person is added to an account.

  • New Project

    Triggers when a new project is added to an account.

  • New Todo Item

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

  • New Todo List

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

    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.

  • Create Message

    Creates a new message.

  • Create Milestone

    Creates a new milestone.

  • Create Project

    Be Careful! Easy to go over your plan limit.

  • Create Todo Item

    Creates a new todo item.

  • Create Todo list

    Creates a new todo list.

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

How Salesforce & Basecamp Classic 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 Classic 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 Classic.

    (2 minutes)

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

Integration of Salesforce and Basecamp Classic

  • Salesforce? The Salesforce App is an application program that allows businesses to sell their products and services directly to consumers via the internet. The system contains a variety of features that enable users to track sales, manage customer data, and monitor workflow.
  • Basecamp Classic? This is an online project management application where team members can post messages to share information, discuss tasks, track time and progress on projects, invite new team members, and review activity.
  • Integration of Salesforce and Basecamp Classic

    Integration of Salesforce and Basecamp Classic enables users to get more from their software applications. Integration of these applications makes tasks easy for sales teams as they can access features in the Salesforce app through the login credentials provided by Basecamp Classic.

    Salesforce provides a robust tracking and reporting system to facilitate the fplowing:

    • Automatic time tracking for sales reps:

    The automatic time tracking for sales reps feature allows sales reps to record the time they spend on each activity such as phone calls, meetings, emails, etc. This feature enables them to log their activity without having to keep track of their activities using paper or other methods which are prone to errors. They are able to log time using the mobile app or desktop app which allows them to record their time instantly.

    • Email tracking with Outlook. This feature allows users to record incoming emails into Salesforce records. Emails that arrive from non-Salesforce email addresses are converted into Salesforce Leads and are stored in Salesforce accounts using the “@” symbp as a prefix.
    • Automatic lead assignment:

    This feature allows users to assign leads automatically based on email data such as subject lines, sender, and recipient information. When a lead arrives in an email message, the application automatically assigns the lead to the appropriate contact based on the company name or record owner name if it exists in the Lead record. If there are multiple contacts with the same name, the user selects the correct contact from the list of matches.

    • Automatic lead assignment based on target campaigns. When users send out a campaign or message about a certain product or service, lead assignments can also be automated based on the subject line of the email message or product or service names contained in the subject line of the email message. For example, when users send out a promotional email message for a product or service called “Product X”, all leads that have been assigned this product or service will be automatically assigned to a specific contact. All other emails will not be assigned any leads automatically.
    • Lead scoring. Users can assign a score to leads based on various criteria such as how likely a prospect is to purchase a product or service based on their current stage of buying cycle, activity level, and how much money they are expected to spend during the buying process. These scores are then used to organize leads in different lists such as hot leads, cpd leads, and warm leads which are used to filter and organize leads efficiently.
    • Record management. This feature allows users to create custom fields which can be used to store additional information that may not be available in other modules of Salesforce such as information about prospect demographics such as their age or gender which is useful for marketers and managers who want to understand their prospects better so that they can tailor their marketing campaigns accordingly. Custom fields can be added to any module of Salesforce including custom objects so that they are visible across all modules. Users can also use this feature to capture images of their products or services which is useful for creating marketing campaigns for social media platforms such as Facebook and Twitter. Special custom fields can also be created for tracking special metrics such as revenue generated per month or total number of customers served during a specific period of time. Custom fields can also be added to forms so that users can add additional information when they make enquiries about a product or service using a form on a website or mobile app.
    • Lead conversion. This feature allows users to convert leads into accounts when they become actual paying customers with organizations using this application. This feature depends on importing data from third-party applications such as Zoho CRM which allows companies to manage all customer interactions including email conversations and phone calls into a single database so that customers can be tracked conveniently using one system rather than having separate databases for different departments like marketing, sales, support, etc.. This feature is useful for businesses that want to increase ROI by reducing overhead costs associated with managing multiple databases. By integrating Zoho CRM with Salesforce, sales teams can track customer data throughout the entire buying process and confirm customer orders using Zoho CRM’s built-in ecommerce features which enables users to take payments directly through their Zoho CRM account which means that there will no longer be any need for additional payment processing software like PayPal or Stripe.

    The process to integrate Salesforce and Basecamp Classic 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.