Integrate OnePageCRM with Basecamp 3

Send information between OnePageCRM and Basecamp 3 automatically, without writing any code, using Zoho Flow.

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Create a new project in Basecamp 3 for every deal won in OnePageCRM

Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Basecamp 3 for every accomplished deal in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in Basecamp 3.
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Create a new project in Basecamp 3 for every deal won in OnePageCRM

OnePageCRM + Basecamp 3

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Supported triggers and actions

Integrate OnePageCRM and Basecamp 3 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New pending deal

Triggers when there is a new pending deal

New action

Triggers when a new action is created

Deal won

Triggers when a deal is won

New contact

Triggers when a new contact is created

To-do created or updated

Triggers when a to-do is created or updated in the selected project

Comment created or updated

Triggers when a comment is created or updated in the selected project

To-do list created or updated

Triggers when a to-do list is created or updated in the selected project

Project created or updated

Triggers when a project is created or when any detail of an existing project is updated

Message created or updated

Triggers when a message is created or updated in the selected project

Schedule created or updated

Triggers when a schedule is created or updated in the selected project

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create note

Creates a new note for the specified contact

Fetch contact

Fetches the details of an existing contact

Create project

Creates a new project

Create To-do

Creates a new to-do in the selected to-do list

Create project from template

Creates a project from a template

Update message

Updates an existing message

Create message

Creates a new message in the selected project

Create person

Creates a new person

Create schedule

Creates a new schedule in the selected project

Create To-do list

Creates a to-do list in the selected project

Add or remove people from project

Grand or revoke permission of a project

Update To-do

Updates the details of an existing to-do

Update project

Updates the details of an existing project

Update To-do list

Updates the details of an existing to-do list

Fetch person

Fetches the details of a person by email address

Fetch To-do

Fetches a to-do based on its ID

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

What is Basecamp 3?

Basecamp 3 is a project management tool that lets you manage tasks, projects, files, and ideas. You can customize your projects, view detailed reports, bookmark important messages, and make use of Clientside tools when working with clients.

Build comprehensive workflows using

Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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