Integrate Pipedrive with Basecamp 2

Send information between Pipedrive 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 your Pipedrive

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 Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new project in Basecamp 2.
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Create a new project in Basecamp 2 for every deal won in your Pipedrive

Pipedrive + Basecamp 2

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Supported triggers and actions

Integrate Pipedrive and Basecamp 2 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Note updated

Triggers when an existing note is updated

Deal created

Triggers when a new deal is created

Activity updated

Triggers when any detail of an existing activity is updated

Contact person created

Triggers when a new contact person is created

Activity created

Triggers when a new activity is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Organization created

Triggers when a new organization is created

Lead created

Triggers when a new lead is created

Deal updated

Triggers when any detail of an existing deal is updated

Lead updated

Triggers when any detail of an existing lead is updated

Product updated

Triggers when any detail of an existing product is updated

Organization updated

Triggers when any detail of an existing organization is updated

Pipeline stage created

Triggers when a new pipeline stage is created

Pipeline created

Triggers when a new pipeline is created

Product created

Triggers when a new product is created

Note created

Triggers when a new note is added

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 file

Triggers when a new file is added in the selected project

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

Updated person

Triggers when the details of an existing person are updated

All Actions - Actions are the automated tasks

Create product

Creates a new project

Create deal

Creates a new deal

Create lead

Creates a new lead

Create contact person

Creates a contact new person

Create organization

Creates a new organization

Create note

Creates a new note for the selected lead, deal, person, or organization

Create activity

Creates a new activity

Add products to a deal

Adds multiple products to a deal

Update organization

Updates the details of an existing organization

Update lead

Updates the details of an existing lead

Update activity

Updates the details of an existing activity

Update product

Updates the details of an existing product

Update deal

Updates the details of an existing deal

Update contact person

Updates the details of an existing contact person

Fetch product

Fetches the details of an existing product

Fetch deal

Fetches the details of an existing deal

Fetch field options

Fetches the specific field options by using its ID or name

Fetch contact person

Fetches the details of an existing contact person

Fetch activity

Fetches the details of an existing user activity

Fetch organization

Fetches the details of an existing organization

Fetch lead

Fetches the details of an existing lead

Fetch user

Fetches the details of an existing user

Create calendar event in calendar

Creates a new event in the selected calendar

Create to-do list

Creates a new to-do list

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 document

Creates a new document

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

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

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Logic

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

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Custom functions

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

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