Basecamp 3 Agile CRM Integración mediante agentes de IA
Appy Pie Automate le permite integrar Basecamp 3 con Agile CRM usando agentes de IA
- No se requiere tarjeta de crédito
- Prueba gratuita de 7 días
- Instalación rápida como un rayo
Simplifique la integración de Basecamp 3 Agile CRM con una configuración perfecta
Configure fácilmente la integración de Basecamp 3 Agile CRM sin codificación. Comience a automatizar sus flujos de trabajo e integre Basecamp 3 con Agile CRM hoy mismo.
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Nuevo comentario
Se activa cuando se crea un nuevo comentario en un basecamp.
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Nuevo documento creado
Se activa cuando se crea un nuevo documento en una carpeta.
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Nuevo documento cargado
Se activa cuando se carga un nuevo documento en una carpeta.
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Nuevo mensaje
Se activa cuando se crea un nuevo mensaje en un basecamp.
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Persona nueva
Se activa cuando una nueva persona está disponible en la cuenta
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Nuevo proyecto
Se activa cuando se crea un nuevo proyecto.
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Nueva entrada de horario
Se activa cuando se crea una nueva entrada de planificación en un campo base.
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Nueva lista de tareas
Se activa cuando se crea una nueva lista de tareas pendientes en un campo base.
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Hito del acuerdo modificado
Se activa cuando una operación alcanza un hito específico.
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Modificación de cualquier hito del acuerdo
Se activa cuando se realizan cambios en cualquier hito de la operación.
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Nuevo contacto
Se activa cuando se añade un nuevo contacto.
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Nuevo trato
Se activa cuando se añade una nueva operación.
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Nuevo evento
Se activa cuando se crea un nuevo evento.
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Nueva etiqueta para contactar
Se activa cada vez que se añade una etiqueta a un contacto en AgileCRM.
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Nueva tarea
Se activa cada vez que se añade una nueva tarea.
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Nuevo billete
Se activa al añadir un nuevo ticket en Agile CRM.
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Añadir una persona a un proyecto
Añade o crea una nueva persona en un proyecto existente.
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Crear un mensaje de campamento
Crea un mensaje Campfire.
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Crear comentario sobre el mensaje
Crea un nuevo comentario en un mensaje.
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Crear documento
Crea un nuevo documento en una carpeta.
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Crear mensaje
Crea un nuevo mensaje en un tablón de anuncios.
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Crear proyecto
Crea un nuevo proyecto.
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Crear proyecto a partir de plantilla
Crea un nuevo proyecto utilizando una plantilla.
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Crear entrada de horario
Crea una nueva entrada en un horario.
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Crear Por hacer
Crea una nueva tarea en una lista de tareas.
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Crear una lista de tareas
Crea una nueva lista de tareas en un conjunto de tareas.
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Eliminar a una persona de un proyecto
Para revocar el acceso de personas existentes
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Cargar archivo
Carga un nuevo archivo en una carpeta.
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Añadir evento
Cree un evento en Agile CRM.
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Añadir nota
Añade una nota a un contacto específico.
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Añadir puntuación al contacto
Añadir puntuación a un contacto en el Agile CRM.
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Añadir etiqueta al contacto
Añadir etiqueta a un contacto.
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Añadir a la campaña
Suscribirse a una campaña.
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Crear empresa
Crear una nueva empresa.
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Crear contacto
Crea un nuevo contacto.
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Crear acuerdo
Añadir un acuerdo en el Agile CRM.
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Crear tarea
Cree una tarea para el contacto.
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Crear billete
Genera Ticket en el Agile CRM.
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Crear o actualizar un contacto
Actualiza el contacto en Agile CRM según la dirección de correo electrónico. Alternativamente, también puede crear un contacto si no se encuentra ninguno.
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Actualizar empresa
Actualizar una empresa.
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Nuevo comentario
Se activa cuando se crea un nuevo comentario en un basecamp.
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Nuevo documento creado
Se activa cuando se crea un nuevo documento en una carpeta.
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Nuevo documento cargado
Se activa cuando se carga un nuevo documento en una carpeta.
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Nuevo mensaje
Se activa cuando se crea un nuevo mensaje en un basecamp.
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Persona nueva
Se activa cuando una nueva persona está disponible en la cuenta
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Nuevo proyecto
Se activa cuando se crea un nuevo proyecto.
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Nueva entrada de horario
Se activa cuando se crea una nueva entrada de planificación en un campo base.
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Nueva lista de tareas
Se activa cuando se crea una nueva lista de tareas pendientes en un campo base.
-
Hito del acuerdo modificado
Se activa cuando una operación alcanza un hito específico.
-
Modificación de cualquier hito del acuerdo
Se activa cuando se realizan cambios en cualquier hito de la operación.
-
Nuevo contacto
Se activa cuando se añade un nuevo contacto.
-
Nuevo trato
Se activa cuando se añade una nueva operación.
-
Nuevo evento
Se activa cuando se crea un nuevo evento.
-
Nueva etiqueta para contactar
Se activa cada vez que se añade una etiqueta a un contacto en AgileCRM.
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Nueva tarea
Se activa cada vez que se añade una nueva tarea.
-
Nuevo billete
Se activa al añadir un nuevo ticket en Agile CRM.
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Añadir una persona a un proyecto
Añade o crea una nueva persona en un proyecto existente.
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Crear un mensaje de campamento
Crea un mensaje Campfire.
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Crear comentario sobre el mensaje
Crea un nuevo comentario en un mensaje.
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Crear documento
Crea un nuevo documento en una carpeta.
-
Crear mensaje
Crea un nuevo mensaje en un tablón de anuncios.
-
Crear proyecto
Crea un nuevo proyecto.
-
Crear proyecto a partir de plantilla
Crea un nuevo proyecto utilizando una plantilla.
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Crear entrada de horario
Crea una nueva entrada en un horario.
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Crear Por hacer
Crea una nueva tarea en una lista de tareas.
-
Crear una lista de tareas
Crea una nueva lista de tareas en un conjunto de tareas.
-
Eliminar a una persona de un proyecto
Para revocar el acceso de personas existentes
-
Cargar archivo
Carga un nuevo archivo en una carpeta.
-
Añadir evento
Cree un evento en Agile CRM.
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Añadir nota
Añade una nota a un contacto específico.
-
Añadir puntuación al contacto
Añadir puntuación a un contacto en el Agile CRM.
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Añadir etiqueta al contacto
Añadir etiqueta a un contacto.
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Añadir a la campaña
Suscribirse a una campaña.
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Crear empresa
Crear una nueva empresa.
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Crear contacto
Crea un nuevo contacto.
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Crear acuerdo
Añadir un acuerdo en el Agile CRM.
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Crear tarea
Cree una tarea para el contacto.
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Crear billete
Genera Ticket en el Agile CRM.
-
Crear o actualizar un contacto
Actualiza el contacto en Agile CRM según la dirección de correo electrónico. Alternativamente, también puede crear un contacto si no se encuentra ninguno.
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Actualizar empresa
Actualizar una empresa.
Cómo funcionan las integraciones Basecamp 3 y Agile CRM
Siga los pasos a continuación para comenzar a configurar sus integraciones Basecamp 3 usando Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose a trigger app you want, select event, authenticate & successfully Test
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Step 2: Select Action
After Completing Trigger test Continue to Select “Action App” from the list.
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Step 3: Authenticate
Select a resulting action from the Action Event list & authenticate your Action App.
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Step 4: Set-up & Test
Select the data you want to send from Trigger to Action & Your Connect is ready!
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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El conjunto único de herramientas de Basecamp proporciona todo lo que un equipo necesita para mantener el rumbo de cualquier proyecto en el que estén trabajando.
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Agile CRM es un potente software de gestión de relaciones con los clientes que permite a las empresas gestionar las relaciones con los clientes de forma más eficaz. Ideal para empresas que quieren desarrollar sus ventas, abrir nuevos mercados, mejorar la retención de clientes y aprovechar nuevas oportunidades de negocio.
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The integration between Basecamp 3 and Agile CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Basecamp 3 and Agile CRM. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Basecamp 3 with Agile CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Basecamp 3-Agile CRM integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Basecamp 3 and Agile CRM integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
Popular Templates for Basecamp 3 + Agile CRM Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
New Project to Create Deal
Create Deal to Agile CRM from New Project in Basecamp 3
New Project to Add to Campaign
Add to Campaign in Agile CRM when New Project is created in Basecamp 3
New Project to Add Score to Contact
Add Score to Contact in Agile CRM when New Project is created in Basecamp 3
New Project to Add Event
Add Event in Agile CRM when New Project is created in Basecamp 3
New Project to Create Task
Create Task to Agile CRM from New Project in Basecamp 3
New Project to Add Tag to Contact
Add Tag to Contact in Agile CRM when New Project is created in Basecamp 3
New Person to Add Score to Contact
Add Score to Contact in Agile CRM when New Person is created in Basecamp 3
New Person to Create Task
Create Task to Agile CRM from New Person in Basecamp 3
New Person to Add Tag to Contact
Add Tag to Contact in Agile CRM when New Person is created in Basecamp 3
New Person to Create Contact
Create Contact to Agile CRM from New Person in Basecamp 3
New Person to Update Company
Update Company in Agile CRM when New Person is created in Basecamp 3
New Project to Create or Update Contact
Create or Update Contact to Agile CRM from New Project in Basecamp 3
New Project to Create Contact
Create Contact to Agile CRM from New Project in Basecamp 3
New Project to Create Ticket
Create Ticket to Agile CRM from New Project in Basecamp 3
New Project to Update Company
Update Company in Agile CRM when New Project is created in Basecamp 3
New Project to Create Company
Create Company to Agile CRM from New Project in Basecamp 3
New Project to Add Note
Add Note in Agile CRM when New Project is created in Basecamp 3
New Person to Create Company
Create Company to Agile CRM from New Person in Basecamp 3
New Person to Create or Update Contact
Create or Update Contact to Agile CRM from New Person in Basecamp 3
New Person to Create Deal
Create Deal to Agile CRM from New Person in Basecamp 3
New Person to Create Ticket
Create Ticket to Agile CRM from New Person in Basecamp 3
New Person to Add Event
Add Event in Agile CRM when New Person is created in Basecamp 3
New Person to Add Note
Add Note in Agile CRM when New Person is created in Basecamp 3
New Person to Add to Campaign
Add to Campaign in Agile CRM when New Person is created in Basecamp 3
New Comment to Add Score to Contact
Add Score to Contact in Agile CRM when New Comment is created in Basecamp 3
New Comment to Create or Update Contact
Create or Update Contact to Agile CRM from New Comment in Basecamp 3
New Comment to Add Note
Add Note in Agile CRM when New Comment is created in Basecamp 3
New Comment to Create Contact
Create Contact to Agile CRM from New Comment in Basecamp 3
New Comment to Create Ticket
Create Ticket to Agile CRM from New Comment in Basecamp 3
New Comment to Create Company
Create Company to Agile CRM from New Comment in Basecamp 3
New Comment to Create Deal
Create Deal to Agile CRM from New Comment in Basecamp 3
New Comment to Add Tag to Contact
Add Tag to Contact in Agile CRM when New Comment is created in Basecamp 3
New To do List to Add Score to Contact
Add Score to Contact in Agile CRM when New To do List is created in Basecamp 3
New To do List to Create Contact
Create Contact to Agile CRM from New To do List in Basecamp 3
New To do List to Update Company
Update Company in Agile CRM when New To do List is created in Basecamp 3
New Message to Create Deal
Create Deal to Agile CRM from New Message in Basecamp 3
New Message to Add Note
Add Note in Agile CRM when New Message is created in Basecamp 3
New Message to Add to Campaign
Add to Campaign in Agile CRM when New Message is created in Basecamp 3
New Message to Update Company
Update Company in Agile CRM when New Message is created in Basecamp 3
New Message to Add Score to Contact
Add Score to Contact in Agile CRM when New Message is created in Basecamp 3
New Message to Create or Update Contact
Create or Update Contact to Agile CRM from New Message in Basecamp 3
New Message to Add Tag to Contact
Add Tag to Contact in Agile CRM when New Message is created in Basecamp 3
New Message to Create Contact
Create Contact to Agile CRM from New Message in Basecamp 3
New Comment to Create Task
Create Task to Agile CRM from New Comment in Basecamp 3
New Comment to Add to Campaign
Add to Campaign in Agile CRM when New Comment is created in Basecamp 3
New Comment to Update Company
Update Company in Agile CRM when New Comment is created in Basecamp 3
New Comment to Add Event
Add Event in Agile CRM when New Comment is created in Basecamp 3
New To do List to Add Event
Add Event in Agile CRM when New To do List is created in Basecamp 3
New To do List to Create Task
Create Task to Agile CRM from New To do List in Basecamp 3
New To do List to Add Tag to Contact
Add Tag to Contact in Agile CRM when New To do List is created in Basecamp 3
New To do List to Add Note
Add Note in Agile CRM when New To do List is created in Basecamp 3
New To do List to Add to Campaign
Add to Campaign in Agile CRM when New To do List is created in Basecamp 3
New Message to Add Event
Add Event in Agile CRM when New Message is created in Basecamp 3
New Message to Create Ticket
Create Ticket to Agile CRM from New Message in Basecamp 3
New To do List to Create Company
Create Company to Agile CRM from New To do List in Basecamp 3
New To do List to Create or Update Contact
Create or Update Contact to Agile CRM from New To do List in Basecamp 3
New To do List to Create Deal
Create Deal to Agile CRM from New To do List in Basecamp 3
New To do List to Create Ticket
Create Ticket to Agile CRM from New To do List in Basecamp 3
New Message to Create Company
Create Company to Agile CRM from New Message in Basecamp 3
New Message to Create Task
Create Task to Agile CRM from New Message in Basecamp 3
New Schedule Entry to Add Tag to Contact
Add Tag to Contact in Agile CRM when New Schedule Entry is created in Basecamp 3
New Document Created to Add Event
Add Event in Agile CRM when New Document Created is created in Basecamp 3
New Document Created to Add Tag to Contact
Add Tag to Contact in Agile CRM when New Document Created is created in Basecamp 3
New Document Created to Add to Campaign
Add to Campaign in Agile CRM when New Document Created is created in Basecamp 3
New Document Uploaded to Add Score to Contact
Add Score to Contact in Agile CRM when New Document Uploaded is created in Basecamp 3
New Document Uploaded to Add Tag to Contact
Add Tag to Contact in Agile CRM when New Document Uploaded is created in Basecamp 3
New Document Uploaded to Add Note
Add Note in Agile CRM when New Document Uploaded is created in Basecamp 3
New Document Uploaded to Update Company
Update Company in Agile CRM when New Document Uploaded is created in Basecamp 3
New Schedule Entry to Add Score to Contact
Add Score to Contact in Agile CRM when New Schedule Entry is created in Basecamp 3
New Schedule Entry to Add Event
Add Event in Agile CRM when New Schedule Entry is created in Basecamp 3
New Schedule Entry to Create or Update Contact
Create or Update Contact to Agile CRM from New Schedule Entry in Basecamp 3
New Schedule Entry to Add Note
Add Note in Agile CRM when New Schedule Entry is created in Basecamp 3
New Schedule Entry to Create Contact
Create Contact to Agile CRM from New Schedule Entry in Basecamp 3
New Schedule Entry to Create Ticket
Create Ticket to Agile CRM from New Schedule Entry in Basecamp 3
New Schedule Entry to Update Company
Update Company in Agile CRM when New Schedule Entry is created in Basecamp 3
New Document Created to Add Score to Contact
Add Score to Contact in Agile CRM when New Document Created is created in Basecamp 3
New Document Created to Create or Update Contact
Create or Update Contact to Agile CRM from New Document Created in Basecamp 3
New Document Created to Create Task
Create Task to Agile CRM from New Document Created in Basecamp 3
New Schedule Entry to Create Company
Create Company to Agile CRM from New Schedule Entry in Basecamp 3
New Schedule Entry to Add to Campaign
Add to Campaign in Agile CRM when New Schedule Entry is created in Basecamp 3
New Document Created to Create Contact
Create Contact to Agile CRM from New Document Created in Basecamp 3
New Document Created to Create Ticket
Create Ticket to Agile CRM from New Document Created in Basecamp 3
New Document Created to Update Company
Update Company in Agile CRM when New Document Created is created in Basecamp 3
New Document Uploaded to Create Task
Create Task to Agile CRM from New Document Uploaded in Basecamp 3
New Document Uploaded to Create Ticket
Create Ticket to Agile CRM from New Document Uploaded in Basecamp 3
New Schedule Entry to Create Deal
Create Deal to Agile CRM from New Schedule Entry in Basecamp 3
New Schedule Entry to Create Task
Create Task to Agile CRM from New Schedule Entry in Basecamp 3
New Document Created to Create Company
Create Company to Agile CRM from New Document Created in Basecamp 3
New Document Created to Create Deal
Create Deal to Agile CRM from New Document Created in Basecamp 3
New Document Created to Add Note
Add Note in Agile CRM when New Document Created is created in Basecamp 3
New Document Uploaded to Add Event
Add Event in Agile CRM when New Document Uploaded is created in Basecamp 3
New Document Uploaded to Create Company
Create Company to Agile CRM from New Document Uploaded in Basecamp 3
New Document Uploaded to Create or Update Contact
Create or Update Contact to Agile CRM from New Document Uploaded in Basecamp 3
New Document Uploaded to Create Deal
Create Deal to Agile CRM from New Document Uploaded in Basecamp 3
New Document Uploaded to Create Contact
Create Contact to Agile CRM from New Document Uploaded in Basecamp 3
New Document Uploaded to Add to Campaign
Add to Campaign in Agile CRM when New Document Uploaded is created in Basecamp 3
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