Basecamp + Salesforce

Create new Basecamp 3 projects from templates whenever updated records in Salesforce are detected

Streamline your project management process with this handy workflow. When a field on a Salesforce record is updated, it immediately prompts the creation of a new project in Basecamp 3 using a specified template. Experience the ease of combining Salesforce and Basecamp 3 functionalities, boosting team collaboration and eliminating the need for repetitive data entry, thus enhancing productivity and efficiency.

Streamline your project management process with this handy workflow. When a field on a Salesforce record is updated, it immediately prompts the creation of a new project in Basecamp 3 using a specified template. Experience the ease of combining Salesforce and Basecamp 3 functionalities, boosting team collaboration and eliminating the need for repetitive data entry, thus enhancing productivity and efficiency.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerPolling
  2. automatically do this!
    BasecampBasecamp
    Create Project From Template

    Creates a new project using a template.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Basecamp

Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.

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  • Project Management

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About Salesforce

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