Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
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
Basecamp 2 + VtigerCreate Product from Vtiger from Global Activity to Basecamp 2 Read More...
Basecamp 2 + VtigerCreate Organization from Vtiger from Global Activity to Basecamp 2 Read More...
Basecamp 2 + VtigerCreate Service from Vtiger from Global Activity to Basecamp 2 Read More...
It's easy to connect Vtiger + Basecamp 2 without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
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 Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
This paper will outline the integration of Vtiger and Basecamp 2 as a spution for small businesses. The integration of this application will greatly improve the customer service and help the business to grow.
The Vtiger CRM software connects with Basecamp 2 through one of the plugins, which is called “Integration Plus”. Integration Plus allows the user to make a connection between Vtiger and Basecamp 2. This way it allows sending emails, tasks and calendar entries from Basecamp 2 into Vtiger, while also sending records from Vtiger into Basecamp 2. In addition to this, it allows users to create and manage contacts inside Basecamp 2, and integrate with an online contact database that comes with Vtiger. Users can create new contacts, view existing contacts and export them in a CSV file format. In addition to creating new contacts, users can also see their previous interactions with contacts. Moreover, users can attach documents to contacts, which will be available in Basecamp 2 or in Vtiger.
Moreover, users can create tasks in Basecamp 2 and add to-dos using the previously mentioned plugin. It is possible for users to accept or reject these tasks, which are later sent to Vtiger. Finally, users can send calendar events from Basecamp 2 or Vtiger directly into Basecamp 2 and they will be included in the calendar.
By integrating Vtiger with Basecamp 2, small businesses have access to a powerful system that can help them grow and develop new skills.
The process to integrate Vtiger 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.