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Basecamp + Capsule CRM

Basecamp + Capsule CRM

Basecamp + Capsule CRM integrations

Create new Basecamp 3 projects from templates for updated or new Capsule CRM projects

Streamline your project management process with this handy workflow. Whenever a new or updated project appears in Capsule CRM, a corresponding project is instantly set up in Basecamp 3 from a template. This not only saves time but also fosters a consistent approach in managing your projects across platforms. Perfect for teams seeking to optimize their project initialization process in Basecamp 3 without manually duplicating changes from Capsule CRM.

  1. When this happens...
    New or Updated Project
    New or Updated Project
    New or Updated ProjectTriggers when a given action is performed on a Project.
  2. automatically do this!
    Create Project From Template
    Create Project From Template
    Create Project From TemplateCreates a new project using a template.
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More things you can do with Capsule CRM and Basecamp

Discover other triggers and actions you can use with Capsule CRM and Basecamp

    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Contact
      Required
    • Name
      Required
    • Board
    • Description
    • Expected Close Date
    • Track
    • Opportunity
    • Owner
    • Tags
    • Status
    Action
    Write
    • Entity Type
      Required
    Action
    Write
    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Entity Type
      Required
    • Activity Type
    • Note
      Required
    Action
    Write
    • Contact
      Required
    • Pipeline
      Required
    • Name
      Required
    • Description
    • Expected Close Date
    • Actual Close Date
    • Currency
    • Duration Basis
    • Owner
    • Track
    • Tags
    Action
    Write
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About Basecamp
Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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