Securely integrate Basecamp with Salesforce
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.
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
Popular Use Cases
Bring all your Basecamp data to Amazon Redshift
Load your Basecamp data to Google BigQuery
ETL all your Basecamp data to Snowflake
Move your Basecamp data to MySQL
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Integrate Basecamp With Salesforce Today
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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.
Salesforce's End Points
Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a Salesforce contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create a Salesforce account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create a Salesforce opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a Salesforce product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign in Salesforce. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events in Salesforce that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Salesforce Custom Objects
Create Salesforce custom objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.