Integrate Teamgate with Basecamp 2

Send information between Teamgate and Basecamp 2 automatically, without writing any code, using Zoho Flow.

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Create a project within Basecamp 2 for every accomplished deal in Teamgate

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in Basecamp 2 for every deal won in your Teamgate.

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

Teamgate + Basecamp 2

Build your own integrations between Teamgate and Basecamp 2

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Supported triggers and actions

Integrate Teamgate and Basecamp 2 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is created

Deal lost

Triggers when a deal is lost

Lead unqualified

Triggers when a lead is unqualified

Deal won

Triggers when a deal is won

Lead created

Triggers when a new lead is created

Company created

Triggers when a new company is created

Lead converted to person

Triggers when a lead is converted to person

Deal created

Triggers when a new deal is created

New project template

Triggers when a new project template is created

New comment

Triggers when a new comment is added

New to-do list

Triggers when a new to-do list is created

New text document

Triggers when a new text document is added to the selected project

New activity

Triggers when there is an activity in the selected project

New file

Triggers when a new file is added in the selected project

New message

Triggers when an new message is added in a project.

Updated person

Triggers when the details of an existing person are updated

New topic

Triggers when a new topic is created

New calendar event in project

Triggers when a new event is created in the selected project

New person

Triggers when a new person is added in the selected account

New calendar

Triggers when a new calendar is created

New global activity

Triggers when there is an activity in any project

New project

Triggers when a new project is created

New to-do item

Triggers when a new to-do item is added to the selected list

New calendar event in calendar

Triggers when a new event is created in the selected calendar

Updated to-do

Triggers when an existing to-do is updated

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create company

Creates a new company

Create deal

Creates a new deal

Create person

Creates a new person

Fetch user

Fetches the details of the specified user using ID, name or email address.

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

Fetch comapny

Fetches a company using company name, code or email address.

Fetch people

Fetches the details of the specified people using ID, name, email address or phone number.

Fetch lead

Fetches a lead using ID or name

Create to-do

Creates a new to-do item in the selected list

Create calendar event in calendar

Creates a new event in the selected calendar

Create to-do list

Creates a new to-do list

Create message

Creates a new message

Grant access to project

Grants access to the selected project for the specified email

Create project from template

Creates a new project from the selected template

Create project

Creates a new project

Create calendar event in project

Creates a new calendar event in the selected project

Create document

Creates a new document

Update to-do

Updates an existing to-do

What is Teamgate?

Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.

CRM

What is Basecamp 2?

Basecamp 2 is project management software. You can add unlimited users, manage multiple projects, and track all project communication at one place.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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