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Basecamp 3 + Salesforce

Create new Salesforce records for each new Basecamp 3 to-do list

Stay on top of your tasks and ensure seamless flow across platforms with this straightforward automation. When you add a new to-do list in Basecamp 3, this workflow will instantly create a corresponding record in Salesforce. This process allows for increased organization and efficiency by quickly transferring your work between apps. Simplify your processes and keep databases current with this reliable, streamlined solution.

Stay on top of your tasks and ensure seamless flow across platforms with this straightforward automation. When you add a new to-do list in Basecamp 3, this workflow will instantly create a corresponding record in Salesforce. This process allows for increased organization and efficiency by quickly transferring your work between apps. Simplify your processes and keep databases current with this reliable, streamlined solution.

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

    Triggers when a new to-do list 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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