Integrate Teamgate with Basecamp 2
Send information between Teamgate and Basecamp 2 automatically, without writing any code, using Zoho Flow.
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Create a project within Basecamp 2 for every accomplished deal in Teamgate
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in Basecamp 2 for every deal won in your Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Basecamp 2.
Create a project within Basecamp 2 for every accomplished deal in Teamgate
Teamgate + Basecamp 2
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Supported triggers and actions
Integrate Teamgate and Basecamp 2 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead created
Triggers when a new lead is created
Company created
Triggers when a new company is created
Lead unqualified
Triggers when a lead is unqualified
Deal won
Triggers when a deal is won
Person created
Triggers when a new person is created
Deal lost
Triggers when a deal is lost
Lead converted to person
Triggers when a lead is converted to person
Deal created
Triggers when a new deal is created
New message
Triggers when an new message is added in a project.
New file
Triggers when a new file is added in the selected project
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 project template
Triggers when a new project template is created
New comment
Triggers when a new comment is added
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
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
Triggers when a new calendar is created
New global activity
Triggers when there is an activity in any project
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
Updated person
Triggers when the details of an existing person are updated
New topic
Triggers when a new topic is created
New activity
Triggers when there is an activity in the selected project
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create deal
Creates a new deal
Create lead
Creates a new lead
Create person
Creates a new person
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch lead
Fetches a lead using ID or name
Fetch comapny
Fetches a company using company name, code or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Create to-do
Creates a new to-do item in the selected list
Create document
Creates a new document
Create to-do list
Creates a new to-do list
Create calendar event in calendar
Creates a new event in the selected calendar
Create calendar event in project
Creates a new calendar event in the selected project
Update to-do
Updates an existing to-do
Create project from template
Creates a new project from the selected template
Create project
Creates a new project
Create message
Creates a new message
Grant access to project
Grants access to the selected project for the specified email
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.
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 >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
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