An automated workflow using integromat
Connects Agile CRM + Basecamp 3
Create new projects on Basecamp 3 from new contacts in Agile CRM
About this workflow template
This automation scenario allows you to connect Agile CRM and Basecamp 3
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Agile CRM and Basecamp 3 can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Agile CRM
Watch Contacts in Agile CRM
Triggers when a contact is created, updated or viewed.
Then this action happens in Basecamp 3
Create a Project in Basecamp 3
Creates a new project.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create new projects on Basecamp 3 from new contacts in Agile CRM.
Part I
Configure Applications
First, we need to connect Agile CRM and Basecamp 3 to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Agile CRM to Make.com.
Give Make.com access to your Agile CRM account, using Agile CRM credentials.
Connect Basecamp 3 to Make.com.
Give Make.com access to your Basecamp 3 account, using Basecamp 3 credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Agile CRM
Choose the following trigger: Watch Contacts ( Triggers when a contact is created, updated or viewed.).
Then set up an Action for Basecamp 3
Choose this action: Create a Project (Creates a new project.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Agile CRM and Basecamp 3.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create new projects on Basecamp 3 from new contacts in Agile CRM!
Related Automation Templates
Supported triggers and actions
New to-do
Triggers when a new to-do is created in a basecamp.
triggerbyzapierautomateiopabbly-connectNew project
Triggers when a new project is created.
triggerbyzapierautomateioNew activity
Triggers when any activity happens in a basecamp.
triggerbyzapierNew schedule entry
Triggers when a new schedule entry is created in a basecamp.
triggerbyzapierpabbly-connectNew message
Triggers when a new message is created in a basecamp.
triggerbyzapierautomateiopabbly-connectNew person
Triggers when a new person is available in the account.
triggerbyzapier
Create contact
Creates New Contact in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoCreate or update contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
actionbyzapierCreate deal
Create a deal in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoAdd note
Add a Note to the Contact.
actionbyzapierintegratelypabbly-connectAdd tag to contact
Add Tag to a Contact in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoCreate a contact
Creates a new contact.
actionbyintegromat
Apps you need
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
