Connect HelloLeads CRM and Basecamp to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Create Project
Create a Message
Create Document
Create To-Do
Create Campfire Message
Create To-Do List
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
New Lead Added
Triggers when a new lead is added to HelloLeads CRM.
New Activity
Trigger when any activity happens in a basecamp.
New Message
Trigger when a new message is created in a basecamp.
New Schedule Entry
Trigger when a new schedule entry is created in a basecamp.
New To-Do
Trigger when a new todo is created in a basecamp.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create Project
Creates a new project.
Create a Message
Creates a new message in a message board.
Create Document
Creates a new document in a folder.
Create To-Do
Creates a new to-do in a to-do list.
Create Campfire Message
Creates a campfire message.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Basecamp accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Basecamp (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Basecamp . This includes choosing which data fields go into which fields of Basecamp , setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Basecamp typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between HelloLeads CRM and Basecamp . For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About HelloLeads CRM
HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.
Learn MoreAbout Basecamp
Basecamp lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.
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