Integrate Zendesk Sell with Basecamp Classic

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About Zendesk Sell

Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.

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

  • Basecamp 3 Integration Basecamp 3

Best Zendesk Sell and Basecamp Classic Integrations

  • Zendesk Sell Integration Basecamp Classic Integration

    Zendesk Sell + Basecamp Classic

    Create Project to Basecamp Classic from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Task
     
    Then do this...
    Basecamp Classic Integration Create Project
  • Zendesk Sell Integration Basecamp Classic Integration

    Zendesk Sell + Basecamp Classic

    Create Message to Basecamp Classic from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Task
     
    Then do this...
    Basecamp Classic Integration Create Message
  • Zendesk Sell Integration Basecamp Classic Integration

    Zendesk Sell + Basecamp Classic

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

    Zendesk Sell + Basecamp Classic

    Create Milestone to Basecamp Classic from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Task
     
    Then do this...
    Basecamp Classic Integration Create Milestone
  • Zendesk Sell Integration Basecamp Classic Integration

    Zendesk Sell + Basecamp Classic

    Create Todo Item to Basecamp Classic from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Task
     
    Then do this...
    Basecamp Classic Integration Create Todo Item
  • Zendesk Sell Integration {{item.actionAppName}} Integration

    Zendesk Sell + {{item.actionAppName}}

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

It's easy to connect Zendesk Sell + Basecamp Classic without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal 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 Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

  • 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.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

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

How Zendesk Sell & Basecamp Classic Integrations Work

  1. Step 1: Choose Zendesk Sell 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 Zendesk Sell to Basecamp Classic.

    (2 minutes)

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

Integration of Zendesk Sell and Basecamp Classic

Zendesk Sell is a web application used for customer support and sales. Zendesk provides all the basic functionalities that a seller might need such as tracking emails, organizing leads, etc. In addition to this, it offers some additional services such as integrating with the third party applications such as Basecamp Classic. The integration of Zendesk Sell and Basecamp Classic adds an extra functionality to Basecamp Classic.

Zendesk Sell

Zendesk sell is software which is used by companies to manage their sales and customer support. It allows sellers to track their emails and organize their customers in different groups depending on the nature of the website. Besides this, it has other features as well like sending out emails, organizing leads, etc.

Basecamp Classic

Basecamp Classic is a project management software. It allows users to track many different aspects of their business such as projects, to-do lists, files and messages. It functions as a single dashboard where all activities are displayed. Due to its simple interface it is quite popular among small and large businesses.

Integration of Zendesk Sell and Basecamp Classic allows sellers to manage their sales in Basecamp Classic and at the same time send out email notifications using Zendesk Sell. This allows the user to maintain the customer list in one place i.e. a project in Basecamp Classic. The benefit of this integration is that it stores all the customer details in one place and sends out email notifications from one application. It also allows you to keep track of the customer’s behavior so that you can improve your sales process.

Integration of Zendesk Sell and Basecamp Classic

The fplowing steps explain how to integrate Zendesk Sell and Basecamp Classic:

Step 1. Convert Basecamp Classic to a Project

Create a project in Basecamp Classic and name it any way you want. Go to Settings -> Integrations-> More integrations-> Add+ Click on the “Zendesk” tab and select “Zendesk Sell” from the dropdown menu. Make sure “Convert existing Basecamp Classic items into projects” is checked. Click “Next” and then “Allow access” when prompted by your browser. You will be redirected to Zendesk’s sign-in page where you will have to log in with your credentials. After logging in successfully, you will be redirected back to Basecamp Classic where you will be asked to authorize Zendesk Sell to access your data. At this point, you need to click on “Authorize Zendesk Sell” button for each item (or project. that you want to import into the account. This will show you a notification saying “You have added these projects”. The project/item will automatically be created in Zendesk Sell as well. However, you can also create new projects manually if needed. After creating all the necessary projects, go back to Zendesk Sell and click on “OK” to continue with the installation process. A pop-up window will appear asking whether you want to create a new Zendesk account or use an existing account and then click on either “Use Existing Account” or “Create New Account” option depending on your choice and then click “Continue”. On next screen, enter your login credentials for Zendesk Sell and click “Connect”. You will be redirected to the login page where you can log in with your credentials and start using Zendesk Sell.

Step 2. Create an Agent Profile

To create an agent profile, go to App ->Agents -> Manage Agents > + New and add all the details of your agent including Name, Email Address and Password. Once you have added all the necessary details, click on “Save Changes” button at the bottom of the page and you are good to go with your first agent profile.

Step 3. Create Lists for Customers

In this step, we will create lists for our customers so that we can track them easily using both Zendesk Sell and Basecamp Classic. To do this, go to App -> Leads > + New> List > Name it any way you want > Save Changes > Repeat the process for all your customer profiles > Click on “Manage Leads” link located at the top right corner of the page > Click on the “Edit List for each Customer Group” link located at the bottom of the page > Select the appropriate customer group from the dropdown menu > Save Changes> Repeat this process for all customer groups you have created earlier> Your list should be created successfully now and your screen should look like this:

Step 4. Set Up Automation Processes

After creating your lists, now you will set up automation processes so that you get notifications sent out by Zendesk Sell whenever there is an important activity relating to your customer profile e.g. whenever a new lead submits a request or an agent replies to a support query he/she gets notified through an email which is sent out by Zendesk Sell. To set up automation processes fplow these steps:

The process to integrate Zendesk Sell 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.