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Basecamp 3 + Salesforce Integrations

How to connect Basecamp 3 + Salesforce

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  • Basecamp 3 triggers, actions, and search
    New Account
    Triggers when a new basecamp account is created.
    Trigger
    Scheduled
  • Basecamp 3 triggers, actions, and search
    New Activity
    Triggers when any activity happens in a basecamp.
    Trigger
    Instant
  • Basecamp 3 triggers, actions, and search
    New Comment
    Triggers when a new comment is created in a basecamp.
    Trigger
    Instant
  • Basecamp 3 triggers, actions, and search
    New Document
    Triggers when a new document is created in a folder.
    Trigger
    Scheduled
  • Basecamp 3 triggers, actions, and search
    New Message
    Triggers when a new message is created in a basecamp.
    Trigger
    Instant
  • Basecamp 3 triggers, actions, and search
    New Person
    Triggers when a new person is available in the account.
    Trigger
    Scheduled
  • Basecamp 3 triggers, actions, and search
    New Project
    Triggers when a new project is created.
    Trigger
    Scheduled
  • Basecamp 3 triggers, actions, and search
    New Schedule Entry
    Triggers when a new schedule entry is created in a basecamp.
    Trigger
    Instant
  • Basecamp 3

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

    Instant

    Trigger

  • Basecamp 3

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

    Instant

    Trigger

  • Basecamp 3

    Triggered when a new upload is added.

    Scheduled

    Trigger

  • Basecamp 3

    Creates a Campfire message.

    Scheduled

    Action

  • Basecamp 3

    Creates a new document in a folder.

    Scheduled

    Action

  • Basecamp 3

    Creates a new message in a message board.

    Scheduled

    Action

  • Basecamp 3

    Creates a new comment in a message.

    Scheduled

    Action

  • Basecamp 3

    Adds or creates a new person to an existing project.

    Scheduled

    Action

  • Basecamp 3

    Creates a new project.

    Scheduled

    Action

  • Basecamp 3

    Creates a new project using a template.

    Scheduled

    Action

  • Basecamp 3

    Creates a new schedule entry in a schedule.

    Scheduled

    Action

  • Basecamp 3

    Creates a new to-do in a to-do list.

    Scheduled

    Action

  • Basecamp 3

    Creates a new to-do list in a to-do set.

    Scheduled

    Action

  • Basecamp 3

    Uploads a new file in a folder.

    Scheduled

    Action

  • Basecamp 3

    Finds a document by name.

    Scheduled

    Action

  • Basecamp 3

    Finds a person by name or email.

    Scheduled

    Action

  • Basecamp 3

    Finds a project by name.

    Scheduled

    Action

  • Basecamp 3

    Finds a to-do list by name.

    Scheduled

    Action

  • Basecamp 3

    Finds or creates a specific document.

    Scheduled

    Action

  • Basecamp 3

    Finds or creates a specific project.

    Scheduled

    Action

  • Basecamp 3

    Finds or creates a specific todo list.

    Scheduled

    Action

  • Salesforce

    Triggers when a new outbound message is received in Salesforce.

    Instant

    Trigger

  • Salesforce

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    Scheduled

    Trigger

  • Salesforce

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Trigger

  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How Basecamp 3 + Salesforce Integrations Work

  1. Step 1: Authenticate Basecamp 3 and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Basecamp 3 Tutorials

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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 more

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About Salesforce

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

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