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Set up your first integration
Quickly connect Basecamp to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Basecamp with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from Basecamp.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Basecamp and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when a new basecamp account is created.
Try ItTriggerPolling - AccountRequired
- ProjectRequired
Try ItTriggerInstant- AccountRequired
- ProjectRequired
- Message_board
Try ItTriggerInstant- AccountRequired
Try ItTriggerPolling
- AccountRequired
- ProjectRequired
- Types
- Events
Try ItTriggerInstant- AccountRequired
- ProjectRequired
- FolderRequired
- Sub_folder
Try ItTriggerPolling- AccountRequired
- Project
Try ItTriggerPolling- AccountRequired
- ProjectRequired
- Schedule
Try ItTriggerInstant
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Practical ways you can use Basecamp and Salesforce
Sync new projects with Salesforce accounts
When a new project is created in Basecamp, create a corresponding account record in Salesforce. This automation helps business owners maintain consistency between project management and customer records, making it easier to track the relationship between projects and clients.
Business Owner
Track IT cases in Basecamp
When a new case is created in Salesforce, automatically create a to-do item in Basecamp. This saves IT teams time spent manually tracking cases, ensuring efficient handling of service requests without losing visibility across both platforms.
ITLog scheduled Basecamp activities in Salesforce
Automatically create a task in Salesforce whenever a new schedule entry is added to Basecamp. This integration keeps the marketing team updated by recording scheduled activities in the CRM, improving alignment between planning and execution.
Marketing & Marketing Ops
