Create new Basecamp Projects when new cases are raised in Workbooks CRM

Reduce the time you spend creating Projects in both Workbooks and Basecamp and allow this integration to do the menial work for you. Once set up, your Projects will automatically be created in Basecamp every time a new Case is raised in Workbooks.

Note: See this Workbooks Knowledge Base page for more information about this Zap Template

How this Workbooks CRM-Basecamp 3 integration works

  1. A new Case is raised in Workbooks CRM
  2. Zapier creates a new Project in Basecamp 3

Apps involved

  • Workbooks CRM
  • Basecamp 3
Create new Basecamp Projects when new cases are raised in Workbooks CRM
Workbooks CRM integration logo

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

Basecamp 3 integration logo

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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