Basecamp 2
When this happens...
SalesforceNew Opportunity
Then do this...
Basecamp 2Create Project from Template

Want a simple way to create a new Basecamp 2 project from an existing template whenever you add a new opportunity in your Salesforce account? This Basecamp 2-Salesforce integration is just what you need. It can automatically 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 opportunity. Close sales faster than ever before!

Note: Ensure you have an existing Basecamp 2 template available in your account before enabling this Zap.

How It Works

  1. A Salesforce opportunity is created
  2. Zapier creates a new Basecamp 2 project from the template you selected

What You Need

  • Salesforce account
  • Basecamp 2 account with an existing template

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Basecamp 2 + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Calendar Event on a Project

Triggers when a new event is added to a project.

Create Calendar Event on Project

Creates a new calendar event on a specific project.

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).

Create New Text File

Creates a brand new text file from plain text content you specify.

New Todo Item

Triggers when a new todo is added to a todo list.

Grant Access to Project

Give a user access to a project.

New Activity

Triggers when something happens inside of Basecamp. This trigger will give you a brief overview of the event that happened.

Create Message

Creates a new message.

New Calendar Event on a Calendar

Triggers when a new event is added to a calendar.

Create Todo

Creates a new todo item.

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Basecamp 2 lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.

Learn More

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

See Salesforce Integrations