Integrate Zoho CRM with Basecamp 3

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

Build your own integrations between Zoho CRM and Basecamp 3

Connect Zoho CRM and Basecamp 3 with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho CRM and Basecamp 3 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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)

User created or updated

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

Entry created or updated

Triggers when a record entry is created or updated

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

New note

Triggers when a new note is added

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

Updated module entry

Triggers when an entry is updated in the selected module

Message created or updated

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

Comment created or updated

Triggers when a comment 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

To-do created or updated

Triggers when a to-do 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

All Actions - Actions are the automated tasks

Send mail merge

Sends a mail merge with details of the selected record

Update related module entry

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

Convert lead to contact

Converts a lead to a contact

Update module entry

Updates the specified module entry

Remove tags

Removes tags from the specified record

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Create module entry

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

Raise signal

Raises a signal to Zoho CRM

Create or update lead

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

Add note

Adds a note to the selected module

Add tags

Adds tags to the specified record

Send email template

Sends an email to the specified users

Add user

Adds a new user

Update user

Updates the details of an existing user based on user ID

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches a user by name or email address

Fetch email template

Fetches an email template by name

Fetch event

Fetches an event by its title or unique ID

Fetch contact

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

Fetch deal

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

Fetch inventory template

Fetches an inventory template using ID

Fetch lead

Fetches a lead by email address or unique ID

Clone module entry

Clones an existing module entry

Delete module entry

Deletes the specified entry

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

Create message

Creates a new message in the selected project

Create To-do

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

Create project

Creates a new project

Create To-do list

Creates a to-do list in the selected project

Create person

Creates a new person

Create schedule

Creates a new schedule in the selected project

Update message

Updates an existing message

Update project

Updates the details of an existing project

Update To-do

Updates the details of an existing to-do

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

Fetch To-do

Fetches a to-do based on its ID

Fetch person

Fetches the details of a person by email address

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.

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.

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.

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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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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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Toto

Technical Engineer, Master Liveaboards

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