Managing projects and tasks can quickly become overwhelming when you juggle multiple tools. But what if your customer management system could talk directly to your project platform? Connecting your CRM to Basecamp makes it easier than ever to keep everything organized, automate routine steps, and reduce manual work.

📌 Why This Matters

When your project management and customer data are out of sync, important tasks fall through the cracks and you waste time updating information in different places. By linking these systems, you can:

• Automatically create projects and tasks as new customers come on board.
• Keep your contacts and project progress perfectly aligned without extra effort.
• Cut down on mistakes and free up time to focus on what really matters—growing your business.

✨ What’s New

• Project and Task Triggers: Get notified instantly when new to-dos, comments, documents, messages, or activities are added in your Basecamp projects.
• Action Options: From your CRM, you can now create and update projects, to-do lists, tasks, messages, and documents directly in Basecamp, or add team members to projects without switching apps.

🛠️ How to Use It

1. Step 1: In your CRM, look for the option to add a Basecamp connection within your workflow or automation settings.
2. Step 2: Choose when you want the system to listen for updates from Basecamp (like new tasks or messages) or when you want to send actions from your CRM to Basecamp.
3. Step 3: Log into your Basecamp account to authorize the connection.
4. Step 4: Customize your automations—for example, automatically create a new Basecamp project when a new customer signs up or update a task status after completing a step in your CRM.

💡 Pro Tip

By automating project setup and updates between your CRM and Basecamp, you spend less time on routine tasks and more time delivering great service that grows your revenue.