Integrate Teamgate with Basecamp 3

Send information between Teamgate 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 your Teamgate

Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Basecamp 3 for every deal won in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  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 your Teamgate

Teamgate + Basecamp 3

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Supported triggers and actions

Integrate Teamgate and Basecamp 3 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Lead converted to person

Triggers when a lead is converted to person

Company created

Triggers when a new company is created

Lead created

Triggers when a new lead is created

Deal won

Triggers when a deal is won

Lead unqualified

Triggers when a lead is unqualified

Deal lost

Triggers when a deal is lost

Person created

Triggers when a new person is created

To-do list created or updated

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

Message created or updated

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

Comment created or updated

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

Schedule created or updated

Triggers when a schedule 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

To-do created or updated

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

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create person

Creates a new person

Create lead

Creates a new lead

Create deal

Creates a new deal

Fetch people

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

Fetch comapny

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

Fetch user

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

Fetch lead

Fetches a lead using ID or name

Fetch product

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

Create person

Creates a new person

Create project

Creates a new project

Create message

Creates a new message in the selected project

Create To-do

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

Create schedule

Creates a new schedule in the selected project

Update message

Updates an existing message

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 list

Updates the details of an existing to-do list

Update project

Updates the details of an existing project

Update To-do

Updates the details of an existing to-do

Fetch person

Fetches the details of a person by email address

Fetch To-do

Fetches a to-do based on its ID

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 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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