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Create a Basecamp 2 project from a template when you add a new Salesforce opportunity

  1. When this happensStep 1: New Opportunity

  2. 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

  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
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Connect Basecamp 2 + Salesforce in Minutes

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

All Triggers & Actions

New Account

Triggers when a new account is available in Basecamp.

New Calendar

Triggers when a new calendar is added to Basecamp.

New Calendar Event on a Project

Triggers when a new event is added 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.

New People

Triggers when a new person is available in the account.

New File

Triggers when a new file is added to a project.

New Calendar Event on a Calendar

Triggers when a new event is added to a calendar.

New Text Document

Triggers when a new text document is added to a project.

Global Activity

Triggers when anything across any project happens. Use a filter step with this!

New Project

Triggers when a new project is created.

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