Create Basecamp 2 projects from template for new Salesforce opportunities
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!
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!
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Project from Template
Creates a project from your template of choice.
- Free forever for core features
- 14 day trial for premium features & apps