Basecamp + Perspective

Generate new Basecamp 3 to-dos when new Perspective leads come in via funnel

Stay on top of your lead management effectively with this automation. When new prospects come to the surface in Perspective, related tasks are immediately created in Basecamp 3. This ensures your team consistently handles potential opportunities, keeping your sales funnel updated and your business growth continuous.

Stay on top of your lead management effectively with this automation. When new prospects come to the surface in Perspective, related tasks are immediately created in Basecamp 3. This ensures your team consistently handles potential opportunities, keeping your sales funnel updated and your business growth continuous.

  1. When this happens...
    PerspectivePerspective
    New Lead via Funnel

    Triggers when a new lead is created via a funnel.

    TriggerInstant
  2. automatically do this!
    BasecampBasecamp
    Create To-Do

    Triggers when a new to-do is created in a to-do list.

    ActionWrite
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Supported triggers and actions

    • FunnelRequired

    Trigger
    Instant
    Try It
  • Basecamp triggers, actions, and search

    New Account

    Triggers when a new basecamp account is created.

    Trigger
    Polling
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    • AccountRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • ProjectRequired

    • Message Board

    Trigger
    Instant
    Try It
basecamp logo
basecamp logo

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.

Related categories

  • Project Management

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perspective logo
perspective logo

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.

Related categories

  • Marketing Automation

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