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Basecamp 2 integrations with Zoho CRM

Use Zoho Flow to integrate Basecamp 2 with Zoho CRM, in atleast 505 different ways, without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt integration flows to get started

Add Zoho CRM deals to Basecamp 2 as projects

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All Triggers - A trigger kickstarts the flow

New topic

Triggers when a new topic is created

New activity

Triggers when there is an activity in the selected project

New person

Triggers when a new person is added in the selected account

Updated person

Triggers when the details of an existing person are updated

New global activity

Triggers when there is an activity in any project

New calendar event in project

Triggers when a new event is created in the selected project

New to-do item

Triggers when a new to-do item is added to the selected list

New calendar

Triggers when a new calendar is created

Updated to-do

Triggers when an existing to-do is updated

New project

Triggers when a new project is created

New comment

Triggers when a new comment is added

New calendar event in calendar

Triggers when a new event is created in the selected calendar

New text document

Triggers when a new text document is added to the selected project

New project template

Triggers when a new project template 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 to-do list

Triggers when a new to-do list is created

New user

Triggers when a new user is created

New module entry

Triggers when a new entry is created in the selected module

New lead

Triggers when a new lead is created

Updated deal

Triggers when an existing deal is updated

New note

Triggers when a new note is added

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

Updated module entry

Triggers when an entry is updated in the selected module

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All Actions - Action are the automated tasks

Create project

Creates a new project

Create message

Creates a new message

Update to-do

Updates an existing to-do

Create project from template

Creates a new project from the selected template

Create calendar event in calendar

Creates a new event in the selected calendar

Create to-do list

Creates a new to-do list

Create calendar event in project

Creates a new calendar event in the selected project

Create document

Creates a new document

Grant access to project

Grants access to the selected project for the specified email

Create to-do

Creates a new to-do item in the selected list

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.

Remove tags

Removes tags from the specified record

Send mail merge

Sends a mail merge with details of the selected record

Create module entry

Creates a new module entry

Send email template

Sends an email to the specified users

Add tags

Adds tags to the specified record

Update module entry

Updates the specified module entry

Convert lead to contact

Converts a lead to a contact

Add note

Adds a note to the selected module

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

Update related module entry

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

Add user

Adds a new user

Fetch deal

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

Fetch email template

Fetches an email template by name

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches a user by name or email

Fetch contact

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

Fetch lead

Fetches a lead by email or unique ID

Fetch event

Fetches an event by its title or unique ID

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

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What is Zoho Flow?

Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

Testimonial

Louis Castellano CEO, Lakeside CNC Group

“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 input” Know more

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