Integrate Basecamp with Close.io
Basecamp consolidates many project management systems into one centralized location that includes to-do lists, shared documents, schedules and discussions. In the Basecamp interface, users can see what tasks need to be accomplished, who they are assigned to and when they are due. They can also access public documents and discussion boards. This allows for more organized communication and more efficient and comprehensive teamwork.
Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.
Integrate Basecamp With Close.io Today
Free 7-day trial. Easy setup. Cancel any time.
Basecamp's End Points
Get data about a project, including its name, status, and the list of tools enabled for that project (schedules, to-do’s, and message boards, for example). You can also use this endpoint to modify existing projects that need additional functionality or to trash projects that are no longer being worked on.
Retrieve information about a to-do task, such as its name, status, creator and assignee. Then, look at important information about your tasks such as what tasks a person has assigned to them, what tasks are still active and how long those tasks have been active. This can help you measure project performance and other key metrics.
Track any time a change occurs in Basecamp i.e. if there is a new comment, an assigned to-do, a new document, or any number of other events. This data can help you highlight trends, run analytics, and support any other data sources that rely on event reporting.
Get information about any comment made in Basecamp, including the name of the commenter, the date the comment was made, the content of the comment, and what project the comment was on. This data can help you both monitor user engagement and gauge which projects are being talked about the most.
Close.io's End Points
Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.
Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.
Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.
Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.
Create custom fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.