Integrate Teamwork CRM with Basecamp 3

Send information between Teamwork CRM 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 Teamwork CRM

Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Basecamp 3 for every deal won in your Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  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 Teamwork CRM

Teamwork CRM + Basecamp 3

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Supported triggers and actions

Integrate Teamwork CRM and Basecamp 3 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when a contact is updated

Deal created

Triggers when a new deal is created

Company updated

Triggers when a company is updated

Deal updated

Triggers when a deal is updated

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Note created

Triggers when a new note 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

Create product

Creates a new product

Create lost reason

Creates a new lost reason

Create deal

Creates a new deal

Create company

Creates a new company

Fetch company

Fetches the details of an existing company

Fetch product

Fetches the details of an existing product

Fetch contact

Fetches the details of an existing contact

Fetch deal

Fetches the details of an existing deal

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 Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

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.

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