Integrate Zoho CRM with Basecamp 2
Send information between Zoho CRM and Basecamp 2 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add Zoho CRM deals to Basecamp 2 as projects
This flow adds a new deal in Zoho CRM each time a project is added in
Basecamp 2. That way, you can easily collaborate with your team on
related tasks and ensure to close deals well in time.
How it works
1. A new deal is added in Zoho CRM.
2. Zoho Flow creates a project in Basecamp 2.
Add Zoho CRM deals to Basecamp 2 as projects
Zoho CRM + Basecamp 2
Build your own integrations between Zoho CRM and Basecamp 2
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Supported triggers and actions
Integrate Zoho CRM and Basecamp 2 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New lead
Triggers when a new lead is created
New user
Triggers when a new user is created
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
New note
Triggers when a new note is added
New contact
Triggers when a new contact is created
Entry created or updated
Triggers when a record entry is created or updated
Updated module entry
Triggers when an entry is updated in the selected module
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
Add user
Adds a new user
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add tags
Adds tags to the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Remove tags
Removes tags from the specified record
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Draft email template
Drafts an email based on the selected template
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Update user
Updates the details of an existing user based on user ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
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 Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
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.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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