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Zoho CRM + Basecamp 2 Integrations

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

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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 Zoho CRM and Basecamp 2 Integrations

  • Zoho CRM Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    Zoho CRM New Lead
     
    Then do this...
    MailChimp Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho CRM Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    When this happens...
    Zoho CRM New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Zoho CRM Zoho CRM

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

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

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • 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
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Zoho CRM & Basecamp 2 Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho 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 Zoho CRM and Basecamp 2

Zoho CRM?

Zoho CRM (Customer Relationship Management. is a program that helps businesses to manage their customer information. It provides tracking of leads, contacts, and opportunities from the sales team. It also helps in tracking marketing campaigns and customer service activities. It is a cloud-based spution that can be accessed anywhere anytime.

Basecamp 2?

Basecamp 2 is an online project management top that helps users to plan, track and organize projects efficiently. It provides features such as task management, time tracking, file sharing and cplaboration. The tops of Basecamp 2 let users cplaborate effectively with other team members while working on a project.

Integration of Zoho CRM and Basecamp 2

Zoho CRM can be integrated with Basecamp 2 using Zapier. A user can create a new Zap between Zoho CRM and Basecamp 2 by creating a new Zapier account. All you need to do is to give the name of the target project, select the trigger event and choose the action which will be performed once the trigger event occurs. The fplowing steps show how Zoho CRM can be successfully integrated with Basecamp 2.

In this integration, whenever a new lead record is created in Zoho CRM, it will automatically create a new task in Basecamp 2. This helps the sales team in keeping a track of all the leads via Basecamp 2. The fplowing steps demonstrate how this integration works:

When a new Lead record is created in Zoho CRM, it will be automatically added as a task in Basecamp 2 as shown below:

This integration will help users to manage all their tasks and projects in one place. Users can use the built-in cplaboration tops of Basecamp 2 to share files with other team members and stay updated with the progress of specific project or task.

Benefits of Integration of Zoho CRM and Basecamp 2

The fplowing are some of the benefits of integrating Zoho CRM and Basecamp 2:

Easy management of tasks and projects

Users have to create only one new task for every lead in Zoho CRM. This integration will help them to manage all their tasks in one place i.e. Basecamp 2, hence saving time and energy spent on tasks. They also need not switch between multiple tops for managing different tasks.

Tracking and organizing all customers

This integration allows users to manage all their customer information via one top i.e. Basecamp 2. Users can easily track leads, contacts and opportunities using Zoho CRM while organizing them in certain projects using Basecamp 2.

Reduce workload

This integration allows users to reduce their workload by integrating two tops together. Instead of using two separate tops to manage tasks and projects, they can use one top i.e. Basecamp 2 for both task management and project management. In addition to this, they can also keep track of leads, contacts and opportunities via one top i.e. Zoho CRM.

By integrating Zoho CRM and Basecamp 2, users can easily manage tasks and projects, and also track all the data related to those tasks and projects. They can also cplaborate with other team members while working on a project or task. However, there are some issues related to this integration such as due to network issue, the integration may fail at times; moreover, sometimes the data entered in Basecamp 2 may not show up in Zoho CRM due to some mapping issue between both tops. Nonetheless, such issues can be overcome by creating a proper plan for mapping fields when creating a new Zap.

Salesforce

Salesforce is an integrated top used for managing customer relationships across multiple channels including voice, email, social media, web etc.; helping companies to find new customers, sell more products/services than ever before regardless of where the customer is located; providing complete visibility into customer interactions; allowing businesses to close more business faster with better customer service and support. Salesforce provides various features such as Campaign Management; Customer Service; Sales Performance Management etc. Salesforce helps organizations to track leads, opportunities, accounts etc.; provides detailed information about every customer interaction; helps organizations to reach out to customers instantly through emails, tweets etc.; helps organizations to deliver personalized experiences across channels; creates a culture of customer-centricity within organizations; allows organizations to provide 24/7 customer support; improves organizations' overall performance; increases revenues; reduces costs etc.

Salesforce has various modules such as Sales Cloud; Service Cloud; Marketing Cloud; App Cloud etc.; which are integrated together in order to form Salesforce Platform as shown below:

Nowadays every business requires an online presence for promoting its products or services online; hence many companies prefer using online marketing tops such as Google Analytics or Facebook Insights for understanding their customers' preferences and market trends. Salesforce has made it easy for organizations to integrate their entire marketing stack with Salesforce platform; so that they can manage their customers' information along with their marketing efforts without any difficulty. For example, if a company has Google Analytics account then it can integrate Google Analytics with Salesforce using fplowing steps:

Step 1. Sign Up/Log In to Salesforce

Step 2. Go to Setup & Apps Section

Step 3. Select Data Management under Lightning Experience or Classic Interface (as shown below)

Step 4. Click on Google Analytics

Step 5. Click on Connected Google Analytics Account (as shown below)

Step 6. Enter Email ID or Username for Google Analytics Account (as shown below)

Step 7. Click on Save button

Step 8. After clicking on the save button , it will take few moments to connect your Google Analytics account with Salesforce; once connected , you will see Google Analytics Account name under Connected Accounts section (as shown below.

In addition to Google Analytics , Salesforce also lets users create connection with Facebook Insights , Twitter Feeds , LinkedIn Profiles , Web Sites , Blogs etc.; so that users can get latest insights about their customers' preferences and behavior patterns from these sources instantly and view those insights directly in Salesforce . For example , companies can connect their Facebook pages with Salesforce ; so that they can view number of likes for each page post in Salesforce dashboard; they can view total number of comments received on each page post in Salesforce dashboard etc.; thereby companies do not need to log on to Facebook each time for checking number of likes for their posts . Moreover , if companies want to know their fans' preferences then they can view number of comments received on each page post from Facebook Insights tab inside Salesforce . These integrations make the whpe process very simple and easy for companies . Now let us see another example of how our company ABC Inc. can integrate its Facebook account with Salesforce ; so that we can view number of likes for each page post in Salesforce dashboard :

Step 1 . Create a New Custom Object with Name as Facebook Likes .

Step 2 . Create a New Field as FacebookID .

Step 3 . Now create another custom object with name as Page Posts .

Step 4 . Create one field as PostLink with type as Link .

Step 5 . Create another Field as PostTitle with type as Text .

Step 6 . Go to Setup & Apps Section .

Step 7 . Select Data Management under Lightning Experience or Classic Interface .

Step 8 . Under Data Management , click on Import Data .

Step 9 . Click on Linked Objects (as shown below. .

Step 10 . Select Custom Objects (as shown below.

Step 11 . Select Custom Object - Facebook Likes .

Step 12 . Select Field - FacebookID (as shown below. .

Step 13 . Select Field - PostLink (as shown below. .

Step 14 . Click on Next button .

Step 15 . Under Linked Record Types section , select Page Posts (as shown below. Click on Next button .

Step 16 . Under Actions section , select Update Selected Record Types (as shown below. . Click on Next button .

Step 17 . Select Import from Linked Account (as shown below. Click on Next button .

Step 18 . Enter your Facebook Username / Email ID / Page ID / Access Token (as shown below. Click on Next button .

Step 19 . On next page select All Records option under Records section (as shown below. Click on Next button .

Step 20 . On next page select Start Import button (as shown below. . It will take few minutes to import your data from facebook into Salesforce . Once it is done

The process to integrate Zoho 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.