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.
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
Salesforce + Google CalendarAdd new Salesforce events to Google Calendar as detailed events Read More...
Salesforce + SlackGet Slack notifications for new Salesforce opportunities Read More...
It's easy to connect Salesforce + Basecamp 3 without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new comment is created in a basecamp.
Triggers when a new document is created in a folder.
Triggers when a new document is uploaded in a folder.
Triggers when a new message is created in a basecamp.
Triggers when a new person is available in the account
Triggers when a new project is created.
Triggers when a new schedule entry is created in a basecamp.
Triggers when a new to-do list is created in a basecamp
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Adds or creates a new person to an existing project.
Creates a Campfire message.
Creates a new comment in a message.
Creates a new document in a folder.
Creates a new message in a message board.
Creates a new project.
Creates a new project using a template.
Creates a new schedule entry in a schedule.
Creates a new to-do in a to-do list.
Creates a new to-do list in a to-do set.
To revoking access from existing people
Uploads a new file in a folder.
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.
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.
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.