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Basecamp 2 + Salesforce

Create Basecamp 2 Projects from new Salesforce opportunities

Want a simple way to start a new Basecamp 2 project whenever you add a new opportunity in your Salesforce account? This Zapier integration is just what you need. It'll copy the info you want from Salesforce, and turn your opportunities into Basecamp 2 projects to give you one place to manage everything about your new client.

Want a simple way to start a new Basecamp 2 project whenever you add a new opportunity in your Salesforce account? This Zapier integration is just what you need. It'll copy the info you want from Salesforce, and turn your opportunities into Basecamp 2 projects to give you one place to manage everything about your new client.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Basecamp 2Basecamp 2
    Create Project

    Triggers when a new project is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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.
Learn moreHelp

Related categories

  • Project Management

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier