Create a Basecamp 2 project from a template when you add a new Salesforce opportunity
When this happensStep 1: New Opportunity
Then do thisStep 2: Create 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
- A Salesforce opportunity is created
- Zapier creates a new Basecamp 2 project from the template you selected
What You Need
- Salesforce account
- Basecamp 2 account with an existing template