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Salesforce + Basecamp 3 Integrations

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

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 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 Salesforce and Basecamp 3 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 3 in easier way

It's easy to connect Salesforce + Basecamp 3 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.

  • 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
  • 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.

  • 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 Salesforce & Basecamp 3 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 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 Salesforce and Basecamp 3

Salesforce is a cloud based customer relationship management (CRM. software. It is used to track and monitor company’s contacts with customers, leads, partners, and vendors (Salesforce, 2019. Salesforce is the most widely used CRM software in the world.

Basecamp 3 is a project management software that helps organize projects efficiently. It is an all-in-one spution for project management, communication, team cplaboration, and task management (Basecamp, 2019. All the companies including small and large enterprises can use this software. It is an easy to use software that may be used by anyone with no technical skills required. The users can access Basecamp 3 on the web or through mobile devices. The features of Basecamp 3 are discussed later in this paper.

Salesforce and Basecamp 3 integration is important for companies to track their leads and sales. The companies can manage their leads and customers using Salesforce and manage their projects using Basecamp 3. This integration is very useful as it reduces the workload of the employees by doing both the tasks together. The two applications complement each other enabling the companies to get more done in less time. In addition to this, the employees get real-time information on their mobile devices as well.

Integration of Salesforce and Basecamp 3

The integration of Salesforce and Basecamp 3 is done by integrating Salesforce Sales Cloud with Basecamp 3. The Salesforce app comes with a feature called ‘Basecamp for Sales’ that allows users to view their sales activity directly from their Basecamp project pages (Salesforce, 2019. This feature further helps the users in managing leads, accounts, opportunities, tasks, and files from one single platform. Moreover, the users can also see their account activity from their Basecamp dashboard. The users can easily connect their Basecamp 3 account with Salesforce using a link shared by the company or through a single click button on their accounts page.

Benefits of Integration of Salesforce and Basecamp 3

The benefits of integration of Salesforce and Basecamp 3 are mentioned below:

It saves time. The integration of Salesforce and Basecamp 3 helps save time by providing access to information at the same place. There is no need to open different tabs for each application.

It helps in managing projects. The integration of Salesforce and Basecamp 3 allows the users to manage all their sales activities like leads, accounts, deals, opportunities etc. in one place only. They don’t have to switch between different applications to view the information they need. This helps save time and thus improves efficiency.

It contains powerful features. The integration of Salesforce and Basecamp 3 offers various features that help manage customer relationships and projects efficiently. It includes features like email tracking, customizable templates, task prioritization etc. that help make project management much easier.

It offers analytics. The integration of Salesforce and Basecamp 3 provides various analytics such as pipeline reports, sales history etc. that allow tracking sales progress easily.

It provides a sense of security. Security is an important factor when it comes to using any software or application especially if it is related to a business organization. This integration ensures that all the data in both the applications is safe from hackers etc.

This integration has many benefits for businesses who use both these applications. It makes it easy for them to track their sales leads and also manage their projects without any hassle. It improves efficiency in managing sales activities as well as project management activities within a single platform. This integration thus helps businesses achieve maximum productivity with minimum efforts.

The process to integrate Salesforce 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.