Integrate Teamwork CRM with Basecamp 2
Send information between Teamwork CRM 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 Teamwork CRM
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 Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Basecamp 2.
Create a new project in Basecamp 2 for every deal won in Teamwork CRM
Teamwork CRM + Basecamp 2
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Supported triggers and actions
Integrate Teamwork CRM and Basecamp 2 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal 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 company
Creates a new company
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 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 Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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.
Similar apps
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
