Redtail CRM

Redtail CRM + Basecamp 2 Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Basecamp 2, with as many as 64 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Redtail CRM + Basecamp 2 and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

New Calendar Event on a Project

Triggers when a new event is added to a project.

Create Calendar Event on Project

Creates a new calendar event on a specific project.

New Topic

Triggers when a new topic is added (A new message is a topic, and the first comment on Calendar Events, Uploads, and Todos are topics).

Create New Text File

Creates a brand new text file from plain text content you specify.

New Todo Item

Triggers when a new todo is added to a todo list.

Grant Access to Project

Give a user access to a project.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ others.

Become a Zapier Integration Partner

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Basecamp 2 lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.

See Basecamp 2 Integrations