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.
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
Zendesk Sell + Basecamp ClassicCreate Project to Basecamp Classic from New Task in Zendesk Sell Read More...
Zendesk Sell + Basecamp ClassicCreate Message to Basecamp Classic from New Task in Zendesk Sell Read More...
Zendesk Sell + Basecamp ClassicCreate Todo list to Basecamp Classic from New Task in Zendesk Sell Read More...
Zendesk Sell + Basecamp ClassicCreate Milestone to Basecamp Classic from New Task in Zendesk Sell Read More...
Zendesk Sell + Basecamp ClassicCreate Todo Item to Basecamp Classic from New Task in Zendesk Sell Read More...
It's easy to connect Zendesk Sell + Basecamp Classic without coding knowledge. Start creating your own business flow.
Triggers when a deal enters a new stage.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when new lead is created.
Triggers when a new note is created.
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
Triggers when a new task is created.
Triggers when an existing contact is updated.
Triggers when an existing lead is updated.
Triggers when an existing deal is updated.
Triggers when a new message is added to a project.
Triggers when a new milestone is added to a project
Triggers when a new person is added to an account.
Triggers when a new project is added to an account.
Triggers when a new todo item is added to a todo list.
Triggers when a new todo list is added to a project.
Creates a company.
Creates a new deal.
creates a new lead.
Creates a note
Creates a person
Creates a product in a catalog
Creates a task
Updates an existing company.
Updates an existing deal.
Updates a lead.
Updates an existing person.
Creates a new message.
Creates a new milestone.
Be Careful! Easy to go over your plan limit.
Creates a new todo item.
Creates a new todo list.
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 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 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.
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.