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Basecamp 3 + Capsule CRM

Create to-dos in Basecamp 3 from new or updated opportunities in Capsule CRM

Stay organized and optimize your task management effortlessly with this efficient workflow. Whenever there's a new or updated opportunity in Capsule CRM, a corresponding To-Do is created in Basecamp 3. This ensures you never lose sight of important opportunities and allows you to swiftly take necessary action right from your Basecamp 3 platform. It is a simple yet effective way to streamline your business process and enhance productivity.

Stay organized and optimize your task management effortlessly with this efficient workflow. Whenever there's a new or updated opportunity in Capsule CRM, a corresponding To-Do is created in Basecamp 3. This ensures you never lose sight of important opportunities and allows you to swiftly take necessary action right from your Basecamp 3 platform. It is a simple yet effective way to streamline your business process and enhance productivity.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    Basecamp 3Basecamp 3
    Create To-Do

    Triggers when a new to-do is created in a to-do list.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
basecamp3 logo
basecamp3 logo

About Basecamp 3

Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.
Learn moreHelp

Related categories

  • Project Management

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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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