Integrate Pipedrive with Basecamp 2
Send information between Pipedrive and Basecamp 2 automatically, without writing any code, using Zoho Flow.
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Create a new project in Basecamp 2 for every deal won in your Pipedrive
Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in Basecamp 2 for every deal won in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new project in Basecamp 2.
Create a new project in Basecamp 2 for every deal won in your Pipedrive
Pipedrive + Basecamp 2
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Supported triggers and actions
Integrate Pipedrive and Basecamp 2 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when any detail of an existing deal is updated
Organization created
Triggers when a new organization is created
Activity created
Triggers when a new activity is created
Contact person created
Triggers when a new contact person is created
Deal created
Triggers when a new deal is created
Note updated
Triggers when an existing note is updated
Note added
Triggers when a new note is added
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when any detail of an existing activity is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Pipeline stage created
Triggers when a new pipeline stage is created
New text document
Triggers when a new text document is added to the selected project
New to-do list
Triggers when a new to-do list is created
New message
Triggers when an new message is added in a project.
New activity
Triggers when there is an activity in the selected project
New topic
Triggers when a new topic is created
New to-do item
Triggers when a new to-do item is added to the selected list
Updated person
Triggers when the details of an existing person are updated
New person
Triggers when a new person is added in the selected account
New calendar event in project
Triggers when a new event is created in the selected project
New calendar
Triggers when a new calendar is created
New comment
Triggers when a new comment is added
New project
Triggers when a new project is created
New global activity
Triggers when there is an activity in any project
New calendar event in calendar
Triggers when a new event is created in the selected calendar
New file
Triggers when a new file is added in the selected project
New project template
Triggers when a new project template is created
Updated to-do
Triggers when an existing to-do is updated
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create contact person
Creates a new contact person for the selected organization
Create lead
Creates a new lead
Create activity
Creates a new activity
Create organization
Creates a new organization
Create product
Creates a new product
Update deal
Updates the details of an existing deal
Create notes
Creates a new note for the selected lead, deal, person, or organization
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update notes
Updates the details of an existing note
Update contact person
Updates the details of an existing contact person
Update product
Updates the details of an existing product
Update activity
Updates the details of an existing activity
Fetch person by email address
Fetches the details of an existing person by email address
Fetch product by name
Fetches the details of an existing product by name
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch user by name
Fetches the details of an existing user by name
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch activity
Fetches the details of an existing user activity
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch deal by title
Fetches the details of an existing deal by title
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch person by name
Fetches the details of an existing person record by name
Fetch organization by name
Fetches the details of an existing organization by name
Create calendar event in project
Creates a new calendar event in the selected project
Create project
Creates a new project
Create document
Creates a new document
Create project from template
Creates a new project from the selected template
Create to-do
Creates a new to-do item in the selected list
Update to-do
Updates an existing to-do
Create calendar event in calendar
Creates a new event in the selected calendar
Create to-do list
Creates a new to-do list
Grant access to project
Grants access to the selected project for the specified email
Create message
Creates a new message
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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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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