Basecamp + Capsule CRM

Create to-dos in Basecamp from new or updated opportunities in Capsule CRM

Stay organized and optimize your task management effortlessly with this efficient workflow. Whenever there's a new or updated opportunity in Capsule CRM, a corresponding To-Do is created in Basecamp. This ensures you never lose sight of important opportunities and allows you to swiftly take necessary action right from your Basecamp platform. It is a simple yet effective way to streamline your business process and enhance productivity.

Stay organized and optimize your task management effortlessly with this efficient workflow. Whenever there's a new or updated opportunity in Capsule CRM, a corresponding To-Do is created in Basecamp. This ensures you never lose sight of important opportunities and allows you to swiftly take necessary action right from your Basecamp platform. It is a simple yet effective way to streamline your business process and enhance productivity.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    BasecampBasecamp
    Create To-Do

    Triggers when a new to-do is created in a to-do list.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
basecamp logo
basecamp logo

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.

Related categories

  • Project Management

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capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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