Integrate Zoho CRM with Basecamp 2
Send information between Zoho CRM and Basecamp 2 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add Zoho CRM deals to Basecamp 2 as projects
This flow adds a new deal in Zoho CRM each time a project is added in
Basecamp 2. That way, you can easily collaborate with your team on
related tasks and ensure to close deals well in time.
How it works
1. A new deal is added in Zoho CRM.
2. Zoho Flow creates a project in Basecamp 2.
Add Zoho CRM deals to Basecamp 2 as projects
Zoho CRM + Basecamp 2
Build your own integrations between Zoho CRM and Basecamp 2
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Supported triggers and actions
Integrate Zoho CRM and Basecamp 2 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
New file
Triggers when a new file is added in the selected project
New activity
Triggers when there is an activity in the selected project
New topic
Triggers when a new topic is created
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 global activity
Triggers when there is an activity in any project
New calendar
Triggers when a new calendar is created
New to-do item
Triggers when a new to-do item is added to the selected list
New project
Triggers when a new project is created
Updated to-do
Triggers when an existing to-do is updated
New calendar event in calendar
Triggers when a new event is created in the selected calendar
New comment
Triggers when a new comment is added
New project template
Triggers when a new project template 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.
All Actions - Actions are the automated tasks
Update related module entry
Relates an entry in this module with an entry in another module
Draft email
Drafts an email for the selected record
Enroll cadence
Enrolls an existing record to a cadence
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Add user
Adds a new user
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Create document
Creates a new document
Create calendar event in calendar
Creates a new event in the selected calendar
Create to-do
Creates a new to-do item in the selected list
Grant access to project
Grants access to the selected project for the specified email
Create message
Creates a new message
Create project
Creates a new project
Create project from template
Creates a new project from the selected template
Update to-do
Updates an existing to-do
Create calendar event in project
Creates a new calendar event in the selected project
Create to-do list
Creates a new to-do list
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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.
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 >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
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