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Odoo CRM + Basecamp 2 Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and Basecamp 2

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

About Basecamp 2

Basecamp 2 lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.

Basecamp 2 Integrations

Best Odoo CRM and Basecamp 2 Integrations

  • Odoo CRM Asana

    Basecamp 2 + Asana

    Add new Basecamp 2 to-dos as tasks in Asana Read More...
    When this happens...
    Odoo CRM New Todo Item
     
    Then do this...
    Asana Create Task
    Add to-dos from Basecamp 2 to Asana: It's easy to add new Basecamp 2 to-dos as new tasks to Asana with this Appy Pie Connect integration. Set up this integration and every time a new to-do is added in Basecamp 2, it will be added as a new task in Asana along with the title, description, tags, and attachments.
    How This Basecamp 2 -Asana Integration Works
    • A new task is added to Basecamp 2
    • Appy Pie Connect duplicates it to Asana
    What You Need
    • Basecamp 2 account
    • Asana account
  • Odoo CRM Google Drive

    Basecamp 2 + Google Drive

    Upload new Basecamp 2 attachments to Google Drive Read More...
    When this happens...
    Odoo CRM New File
     
    Then do this...
    Google Drive Upload File
    Use this Appy Pie Connect’ integration and quickly add files from your Basecamp 2 boards directly to your Google Drive. This integration is a great way to back up your important files or just to start getting used to moving more of your information into the cloud. After setting this integration up, Appy Pie Connect will automatically create a new file on Google Drive for every new attachment identified on Basecamp 2.
    How This Integration Works
    • A new file is uploaded to Basecamp 2
    • Appy Pie Connect duplicates it to Google Drive
    What You Need
    • Basecamp 2 account
    • Google Drive account
  • Odoo CRM Trello

    Basecamp 2 + Trello

    Create Trello cards when a new Basecamp 2 to-do is created Read More...
    When this happens...
    Odoo CRM New Todo Item
     
    Then do this...
    Trello Create Card
    No more copying everything back and forth between your digital tools. Appy Pie Connect lets you get tasks done faster, with less time spent fiddling with post-its and do lists. This integration will take any new to-do in a specific project and list, such as "Arrange Meeting" on Basecamp 2 ,nd automatically create a card on Trello with the same information on its own board and list.
    How This Basecamp 2 -Trello Integration Works
    • A new Basecamp 2 is created
    • Appy Pie Connect creates a card in a Trello board
    What You Need
    • Basecamp 2 account
    • Trello account
  • Odoo CRM Trello

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    {{item.message}} Read More...
    When this happens...
    Odoo CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Odoo CRM + Basecamp 2 in easier way

It's easy to connect Odoo CRM + Basecamp 2 without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Global Activity

    Triggers when anything across any project happens. Use a filter step with this!

  • New Activity

    Triggers when something happens inside of Basecamp project. This trigger will give you a brief overview of the event that happened.

  • New Calendar Event on a Calendar

    Triggers when a new event is added to a calendar.

  • New File

    Triggers when a new file is added to a project.

  • New People

    Triggers when a new person is available in the account.

  • New Project

    Triggers when a new project is created.

  • New Text Document

    Triggers when a new text document is added to a project.

  • New Todo Item

    Triggers when a new todo is added to a todo list.

  • New Todo List

    Triggers when a new todo list is added.

  • New Topic

    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).

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Odoo CRM & Basecamp 2 Integrations Work

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

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Select Basecamp 2 as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Basecamp 2 with Appy Pie Connect.

    (2 minutes)

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

Integration of Odoo CRM and Basecamp 2

Odoo CRM is a web-based customer relationship management (CRM. application. Basecamp 2, on the other hand, is a project management software. Both Odoo and Basecamp 2 are used in managing customers and projects respectively. Integration of the two systems creates synergy and allows both users to benefit from each other.

Integration of Odoo CRM and Basecamp 2

In order to integrate Odoo and Basecamp 2, the former must be configured to allow external applications to access its data. The fplowing steps can be taken to achieve this:

Create an account on Zapier.com using your Odoo credentials. When asked about the application that you want to connect to Zapier, choose “Zapier” as the source. You will then be redirected to a page with a list of applications available for integration with Zapier. Choose “Basecamp 2” as the target application.

Next, you will be presented with a form that requires you to fill in your Basecamp 2 credentials:

Once your credentials are entered, click “Save + Continue”. You will now see a screen where you have to choose what events in Basecamp 2 you want to trigger actions in Odoo CRM. For example, you can choose whether you want to create a new contact or an opportunity when Basecamp 2 is updated:

Benefits of Integration of Odoo CRM and Basecamp 2

The integration of these two applications allows users of Odoo CRM and Basecamp 2 to benefit from the strengths of the other system. For example, users of Basecamp 2 can benefit from the features of Odoo CRM like mailchimp integration, billing integration, etc. In addition, more than one person in Odoo CRM can access and update the same record in Basecamp 2 like opportunities.

The process to integrate Odoo CRM 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.