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Salesforce + Basecamp Classic Integrations

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

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 Classic

Basecamp Classic is a popular project management application. The classic version of Basecamp let's you keep track of multiple projects, milestones, todo items and more. An easy way to consolidate your work and keep your inbox clean.

Basecamp Classic Integrations
Basecamp Classic Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Basecamp 3 Basecamp 3

Best Salesforce and Basecamp Classic 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 Classic in easier way

It's easy to connect Salesforce + Basecamp Classic 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 Message

    Triggers when a new message is added to a project.

  • New Milestone

    Triggers when a new milestone is added to a project

  • New Person

    Triggers when a new person is added to an account.

  • New Project

    Triggers when a new project is added to an account.

  • New Todo Item

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

  • New Todo List

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

    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.

  • Create Message

    Creates a new message.

  • Create Milestone

    Creates a new milestone.

  • Create Project

    Be Careful! Easy to go over your plan limit.

  • Create Todo Item

    Creates a new todo item.

  • Create Todo list

    Creates a new todo list.

How Salesforce & Basecamp Classic 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 Classic as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Basecamp Classic 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 Classic

  • Salesforce? The Salesforce App is an application program that allows businesses to sell their products and services directly to consumers via the internet. The system contains a variety of features that enable users to track sales, manage customer data, and monitor workflow.
  • Basecamp Classic? This is an online project management application where team members can post messages to share information, discuss tasks, track time and progress on projects, invite new team members, and review activity.
  • Integration of Salesforce and Basecamp Classic

    Integration of Salesforce and Basecamp Classic enables users to get more from their software applications. Integration of these applications makes tasks easy for sales teams as they can access features in the Salesforce app through the login credentials provided by Basecamp Classic.

    Salesforce provides a robust tracking and reporting system to facilitate the fplowing:

    • Automatic time tracking for sales reps:

    The automatic time tracking for sales reps feature allows sales reps to record the time they spend on each activity such as phone calls, meetings, emails, etc. This feature enables them to log their activity without having to keep track of their activities using paper or other methods which are prone to errors. They are able to log time using the mobile app or desktop app which allows them to record their time instantly.

    • Email tracking with Outlook. This feature allows users to record incoming emails into Salesforce records. Emails that arrive from non-Salesforce email addresses are converted into Salesforce Leads and are stored in Salesforce accounts using the “@” symbp as a prefix.
    • Automatic lead assignment:

    This feature allows users to assign leads automatically based on email data such as subject lines, sender, and recipient information. When a lead arrives in an email message, the application automatically assigns the lead to the appropriate contact based on the company name or record owner name if it exists in the Lead record. If there are multiple contacts with the same name, the user selects the correct contact from the list of matches.

    • Automatic lead assignment based on target campaigns. When users send out a campaign or message about a certain product or service, lead assignments can also be automated based on the subject line of the email message or product or service names contained in the subject line of the email message. For example, when users send out a promotional email message for a product or service called “Product X”, all leads that have been assigned this product or service will be automatically assigned to a specific contact. All other emails will not be assigned any leads automatically.
    • Lead scoring. Users can assign a score to leads based on various criteria such as how likely a prospect is to purchase a product or service based on their current stage of buying cycle, activity level, and how much money they are expected to spend during the buying process. These scores are then used to organize leads in different lists such as hot leads, cpd leads, and warm leads which are used to filter and organize leads efficiently.
    • Record management. This feature allows users to create custom fields which can be used to store additional information that may not be available in other modules of Salesforce such as information about prospect demographics such as their age or gender which is useful for marketers and managers who want to understand their prospects better so that they can tailor their marketing campaigns accordingly. Custom fields can be added to any module of Salesforce including custom objects so that they are visible across all modules. Users can also use this feature to capture images of their products or services which is useful for creating marketing campaigns for social media platforms such as Facebook and Twitter. Special custom fields can also be created for tracking special metrics such as revenue generated per month or total number of customers served during a specific period of time. Custom fields can also be added to forms so that users can add additional information when they make enquiries about a product or service using a form on a website or mobile app.
    • Lead conversion. This feature allows users to convert leads into accounts when they become actual paying customers with organizations using this application. This feature depends on importing data from third-party applications such as Zoho CRM which allows companies to manage all customer interactions including email conversations and phone calls into a single database so that customers can be tracked conveniently using one system rather than having separate databases for different departments like marketing, sales, support, etc.. This feature is useful for businesses that want to increase ROI by reducing overhead costs associated with managing multiple databases. By integrating Zoho CRM with Salesforce, sales teams can track customer data throughout the entire buying process and confirm customer orders using Zoho CRM’s built-in ecommerce features which enables users to take payments directly through their Zoho CRM account which means that there will no longer be any need for additional payment processing software like PayPal or Stripe.

    The process to integrate Salesforce and Basecamp Classic 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.