Basecamp + Salesforce

Create to-dos in Basecamp for new records in Salesforce

Stay organized and proactive with this workflow that connects Salesforce to Basecamp. Whenever a new record is added in Salesforce, a to-do item is created in Basecamp. This seamless process ensures you never miss new Salesforce records and can quickly act on them within your Basecamp platform, improving productivity and efficiency in your day-to-day tasks.

Stay organized and proactive with this workflow that connects Salesforce to Basecamp. Whenever a new record is added in Salesforce, a to-do item is created in Basecamp. This seamless process ensures you never miss new Salesforce records and can quickly act on them within your Basecamp platform, improving productivity and efficiency in your day-to-day tasks.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  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

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • 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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About Salesforce

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

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