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Basecamp 3 + Salesforce

Create Salesforce records from new Basecamp 3 to-dos

Simplify your task management with this efficient workflow. When a new to-do is marked in Basecamp 3, a corresponding record is crafted in Salesforce. This ensures consistent task details across your platforms, leading to organized and effective data management.

Simplify your task management with this efficient workflow. When a new to-do is marked in Basecamp 3, a corresponding record is crafted in Salesforce. This ensures consistent task details across your platforms, leading to organized and effective data management.

  1. When this happens...
    Basecamp 3Basecamp 3
    New To-Do

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

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

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

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Basecamp 3 triggers, actions, and search

    New Account

    Triggers when a new basecamp account is created.

    Trigger
    Scheduled
    Try It
    • AccountRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • ProjectRequired

    • Message Board

    Trigger
    Instant
    Try It
    • AccountRequired

    • ProjectRequired

    • Types

    • Events

    Trigger
    Instant
    Try It
    • AccountRequired

    • ProjectRequired

    • FolderRequired

    • Sub Folder

    Trigger
    Scheduled
    Try It
    • AccountRequired

    • Project

    Trigger
    Scheduled
    Try It
    • AccountRequired

    • ProjectRequired

    • Schedule

    Trigger
    Instant
    Try It
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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 Salesforce

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

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