How to connect Basecamp 3 + Zoho CRM
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- New AccountTriggers when a new basecamp account is created.Trigger
- New ActivityTriggers when any activity happens in a basecamp.Trigger
- New CommentTriggers when a new comment is created in a basecamp.Trigger
- New DocumentTriggers when a new document is created in a folder.Trigger
- New MessageTriggers when a new message is created in a basecamp.Trigger
- New PersonTriggers when a new person is available in the account.Trigger
- New ProjectTriggers when a new project is created.Trigger
- New Schedule EntryTriggers when a new schedule entry is created in a basecamp.Trigger
- 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
- Zoho CRM
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers instantaneously when any entry is created in the specified module.
Instant
Trigger
- Zoho CRM
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers instantaneously when any entry is created or updated in the specified module.
Instant
Trigger
- Zoho CRM
Triggers when a new active user is added to your Zoho CRM account.
Scheduled
Trigger
- Zoho CRM
Triggers instantaneously when a module entry is updated
Instant
Trigger
- Zoho CRM
Add attachment to the slected Module entry
Scheduled
Action
- Zoho CRM
Add new tag to existing module entries
Scheduled
Action
- Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
- Zoho CRM
Creates a new entry in a module
Scheduled
Action
- Zoho CRM
Update existing entry in the selected module
Scheduled
Action
- Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
- Zoho CRM
Create or update module entries
Scheduled
Action
- Zoho CRM
Finds an entry in a module
Scheduled
Action
- Zoho CRM
Create contact if contact does not exist
Scheduled
Action
- Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
- Zoho CRM
Create module entry if entry does not exist
Scheduled
Action
How Basecamp 3 + Zoho CRM Integrations Work
- Step 1: Authenticate Basecamp 3 and Zoho CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Basecamp 3 Tutorials
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