Integrate OnePageCRM with Basecamp 2

Send information between OnePageCRM and Basecamp 2 automatically, without writing any code, using Zoho Flow.

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Create Basecamp 2 projects for new deals in OnePageCRM

This flow is ideal if you work on projects for clients. Every time a deal is recorded in OnePageCRM, a new project is automatically created in Basecamp 2.

How it works
1. A new deal is created in OnePageCRM.
2. Zoho Flow automatically creates a Basecamp 2 project based on the deal information.
Use this flow
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Create Basecamp 2 projects for new deals in OnePageCRM

OnePageCRM + Basecamp 2

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Supported triggers and actions

Integrate OnePageCRM and Basecamp 2 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New pending deal

Triggers when there is a new pending deal

New action

Triggers when a new action is created

Deal won

Triggers when a deal is won

New contact

Triggers when a new contact is created

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

Create contact

Creates a new contact

Create note

Creates a new note for the specified contact

Fetch contact

Fetches the details of an existing contact

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 OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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