Basecamp + LeadConnector
Create new projects in Basecamp when stages change in LeadConnector
Enhance your project management process with this streamlined workflow. When a lead shifts through a different stage within the LeadConnector platform, a new project is instantly generated in Basecamp. This seamless integration simplifies the handoff process between your sales and project management teams, ensuring no lead falls through the cracks.
Enhance your project management process with this streamlined workflow. When a lead shifts through a different stage within the LeadConnector platform, a new project is instantly generated in Basecamp. This seamless integration simplifies the handoff process between your sales and project management teams, ensuring no lead falls through the cracks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Project
Triggers when a new project is created.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
New Account
Triggers when a new basecamp account is created.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
AccountRequired
ProjectRequired
Types
Events
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