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Agile CRM + Basecamp 3 Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Basecamp 3

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Basecamp 3

Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.

Basecamp 3 Integrations

Best Agile CRM and Basecamp 3 Integrations

  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Both, Agile CRM and MailChimp are popular marketing automation platforms that enable millions of businesses run successful marketing campaigns. When you sync the two apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically turn your Agile CRM Contacts into MailChimp subscribers thereby broadening your audience base. Don’t waste another minute! Automate your workflow now without any coding or programming skills.
    How It Works
    • Whenever a new contact is added on Agile CRM
    • Appy Pie Connect automatically adds it to MailChimp as a new subscriber
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    Deals are one of the most important parts of any business, which is why you track them closely in Agile CRM. When you connect your Agile CRM with Gmail, you add another level of efficiency in your work flow. After setting up this integration, Appy Pie Connect will automatically send email via your Gmail account to the recipient(s) of your choice whenever a milestone changes in a specific deal in Agile CRM.
    How this Gmail – Agile CRM integration works
    • A Milestone is changed in a specific deal in Agile CRM
    • Appy Pie Connect sends Gmail email to the recipients of your choice
    What is Needed for This Integration
    • An Agile CRM Account
    • A Gmail account
  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...
    When this happens...
    Agile CRM New Tag to Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Adding contacts to your email marketing campaigns is one of the best things you can do for your business. Set this integration up, and each time a tag is added to a contact in Agile CRM, we will automatically add a new subscriber in MailChimp. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Integration Works
    • A new tag is added to an Agile CRM contact
    • Appy Pie Connect adds a new subscriber in MailChimp.
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Share Agile CRM deal milestones in a Gmail email Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    E-mail is still one of the most effective communication tools within the business world. It ensures a swift response from the recipients while helping you keep a record of a communication which can be referred to later. After setting this integration up, when you reach the deal milestone set in Agile CRM, Appy Pie Connect will automatically send a Gmail email to your team using this Agile CRM – Gmail automation. This integration helps you keep your team informed about the progress.
    How this Integration Works
    • When you hit a deal milestone in Agile CRM
    • Appy Pie Connect sends a new Gmail email
    What is Needed for This Integration
    • An Agile CRM account
    • A Google account
  • Agile CRM Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Celebrate every milestone with your team and keep them motivated in the long run by connecting your Agile CRM with Slack. Just follow our simple instructions and make your Agile CRM and Slack work hand in hand in just a few minutes. After setting this integration up, whenever your deal hits the milestone you set in Agile CRM, Appy Pie Connect will share it in Slack.
    How this Integration Works
    • Whenever your deal hits the milestone you set in Agile CRM
    • Appy Pie Connect sends a message to your chosen Slack channel
    What You Need
    • An Agile CRM account
    • A Slack Account
  • Agile CRM Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Agile CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Agile CRM + Basecamp 3 in easier way

It's easy to connect Agile CRM + Basecamp 3 without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Comment

    Triggers when a new comment is created in a basecamp.

  • New Document Created

    Triggers when a new document is created in a folder.

  • New Document Uploaded

    Triggers when a new document is uploaded in a folder.

  • New Message

    Triggers when a new message is created in a basecamp.

  • New Person

    Triggers when a new person is available in the account

  • New Project

    Triggers when a new project is created.

  • New Schedule Entry

    Triggers when a new schedule entry is created in a basecamp.

  • New To do List

    Triggers when a new to-do list is created in a basecamp

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Add Person to a Project

    Adds or creates a new person to an existing project.

  • Create Campfire Message

    Creates a Campfire message.

  • Create Comment on Message

    Creates a new comment in a message.

  • Create Document

    Creates a new document in a folder.

  • Create Message

    Creates a new message in a message board.

  • Create Project

    Creates a new project.

  • Create Project from Template

    Creates a new project using a template.

  • Create Schedule Entry

    Creates a new schedule entry in a schedule.

  • Create To do

    Creates a new to-do in a to-do list.

  • Create To do List

    Creates a new to-do list in a to-do set.

  • Remove Person from a Project

    To revoking access from existing people

  • Upload File

    Uploads a new file in a folder.

How Agile CRM & Basecamp 3 Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Agile CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Basecamp 3 as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Basecamp 3 with Appy Pie Connect.

    (2 minutes)

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

Integration of Agile CRM and Basecamp 3

This article will discuss the integration of Agile CRM and Basecamp 3.

What is Agile CRM?

Agile CRM is a customer relationship management software. It helps to organize and manage contacts, leads, and accounts. It includes various features like contact management, lead management, account management, etc. It also has features for sales pipeline, reporting, dashboard, etc.

What is Basecamp 3?

Basecamp 3 is an online project management top. It provides features like file storage, image gallery, discussion forum, messaging, calendar, task list, etc.Basecamp is easy to use. It’s a great top for managing projects and coordinating communication with clients and team members.Basecamp 3 allows users to organize projects into "bases" to keep teams organized and focused on the right things. It makes it easy to share files, set up meetings, post comments and more.It also allows users to create a unique URL for each project that can be shared with clients or team members. This ensures that everyone is working on the same page and no one wonders if they're working on the most recent version of a document or spreadsheet.Basecamp 3 also works well in team settings. Each member can create their own profile and have access to a personal inbox, calendar, and task list as well as being able to contribute to group discussions and documents.Basecamp 3 organizes all your information into one place so you can track projects and stay organized from anywhere.

Integration of Agile CRM and Basecamp 3

Agile CRM integrates with Basecamp 3. The integration is beneficial as it allows users to manage leads in Agile CRM and automatically creates tasks in Basecamp 3 for every new lead added to Agile CRM. Also, it allows users to create tasks in Basecamp 3 related to the activities performed in Agile CRM like creating new accounts in Agile CRM and creating related tasks in Basecamp 3. The integration is beneficial as it provides a single view of data across Agile CRM and Basecamp 3. It also allows users to assign tasks created in Basecamp 3 to team members from Agile CRM.It also provides an option to sync data between the two systems. Users can sync the Lead details from Basecamp 3 with Agile CRM by configuring Settings>Integration>Sync between Basecamp & Agile CRM.

Benefits of Integration of Agile CRM and Basecamp 3

The benefits are listed below:

  • The integration provides a single view of data across both the systems.
  • It allows users to assign tasks created in Basecamp 3 to team members from Agile CRM.
  • It hpds data of all clients which means that there is no need to enter the same information again in both the systems.
  • It allows users to create a unique URL for each project that can be shared with clients or team members. This ensures that everyone is working on the same page and no one wonders if they're working on the most recent version of a document or spreadsheet.
  • It provides features like contact management, lead management, account management, etc.
  • Easy to use interface.

7. Cost effective spution.The integration of Agile CRM and Basecamp 3 is beneficial as it provides a single view of data across Agile CRM and Basecamp 3. It also allows users to assign tasks created in Basecamp 3 to team members from Agile CRM and sync data between the two systems.

The process to integrate Agile CRM and Basecamp 3 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.