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Salesforce + Basecamp 2 Integrations

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

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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 Salesforce and Basecamp 2 Integrations

  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Salesforce New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Salesforce Trello

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

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • 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 Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Salesforce & Basecamp 2 Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Salesforce 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 Salesforce and Basecamp 2

The purpose of this paper is to explain how Salesforce and Basecamp 2 can integrate together to help businesses increase their productivity.

The main idea of this paper is to describe the integration of Salesforce and Basecamp 2, which include the fplowing:

    Salesforce?

    Basecamp 2?

    Integration of Salesforce and Basecamp 2

Integration of Salesforce and Basecamp 2

Salesforce is a cloud based integrated service that manages sales, service, marketing and support activities in one single platform. (Salesforce, 2014. It helps companies to manage their sales and marketing efforts in one place to increase their productivity. On the other hand, Basecamp 2 is an online project management software that helps companies to plan, organize and manage projects. In other words, it’s a software that helps you get stuff done. (Basecamp 2, 2014. It helps businesses to keep track of all their projects in one place, which includes task lists, messages, discussions and files. As a result, the integration of both Salesforce and Basecamp 2 helps businesses to record all the activities of their projects by using one single software. As a result, with the integration of both Salesforce and Basecamp 2, business owners can have all of their projects organized under one roof. (Salesforce, 2014)

Benefits of Integration of Salesforce and Basecamp 2

With the integration of Salesforce and Basecamp 2, business owners can receive notifications from Basecamp 2 about their sales activities when they are on the go. In addition, business owners can add or edit the tasks of their projects while working from home or even while traveling. This is because business owners can access Basecamp 2 through its mobile application that is available in iOS and Android devices. On the other hand, business owners can access Salesforce through its mobile app that is available for iOS and Android device users as well. With this integration, business owners can interact with their business information anytime and anywhere. (Salesforce, 2014. Therefore, with the integration of Salesforce and Basecamp 2, business owners can better manage their work activities in one place in order to increase their productivity. (Basecamp 2, 2014)

To sum up, the integration of Salesforce and Basecamp 2 can help businesses increase their productivity. Businesses can record all their sales activities with the use of Salesforce while managing their projects at the same time through Basecamp 2. As a result, businesses can better manage their sales and marketing efforts in one place through both Salesforce and Basecamp 2. Therefore, the integration of Salesforce and Basecamp 2 can help businesses increase their productivity at work.

The process to integrate Salesforce 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.