

Integrate Basecamp 3 with Zoho CRM
Send information between Basecamp 3 and Zoho CRM automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Basecamp 3 and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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

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

To-do list created or updated
Triggers when a to-do list 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

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

New user
Triggers when a new user is created

User created or updated
Triggers when the details of an existing user are created or updated

New module
Triggers when a new module is created

New note
Triggers when a new note is added

Entry created or updated
Triggers when a record entry is created or updated

Updated module entry
Triggers when an entry is updated in the selected module

New contact
Triggers when a new contact is created

New lead
Triggers when a new lead is created

New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks

Create person
Creates a new person

Create message
Creates a new message in the selected project

Create To-do list
Creates a to-do list in the selected project

Create schedule
Creates a new schedule in the selected project

Create project
Creates a new project

Update message
Updates an existing message

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

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 To-do
Fetches a to-do based on its ID

Fetch person
Fetches the details of a person by email address

Create module entry
Creates a new module entry (eg., Leads, Deals, etc)

Send email template
Sends an email to the specified users

Create or update lead
Creates a new lead. Updates the lead details if the email already exists.

Update related module entry
Relates an entry in this module with an entry in another module

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.

Send mail merge
Sends a mail merge with details of the selected record

Draft email template
Drafts an email based on the selected template

Add user
Adds a new user

Add tags
Adds tags to the specified record

Convert lead to contact
Converts a lead to a contact

Add note
Adds a note to the selected module

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

Raise signal
Raises a signal to Zoho CRM

Update user
Updates the details of an existing user based on user ID

Fetch email template
Fetches an email template by name

Fetch contact
Fetches a contact by email address, unique ID, or name

Clone module entry
Clones an existing module entry

Fetch inventory template
Fetches an inventory template using ID

Fetch user
Fetches the details of an existing user by name or email address

Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch event
Fetches an event by its title or unique ID

Fetch lead
Fetches a lead by email address or unique ID

Fetch account
Fetches an account by its name or unique 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
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.
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.
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