Basecamp 3 + Close Integration

Integrate Basecamp 3 to Close in one click, or tell Integrately AI how you want each project handled. Sync project milestones, create leads, update customer records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Basecamp 3
    Todo is updated in Basecamp 3 Instant
  • Basecamp 3
    Todo is created in Basecamp 3 Instant
  • Basecamp 3
    Project is created in Basecamp 3
  • Basecamp 3
    Message is created in Basecamp 3 Instant
  • Basecamp 3
    Comment is created in Basecamp 3 Instant
  • Basecamp 3
    Schedule entry is created in Basecamp 3 Instant
  • Basecamp 3
    Upload is added in Basecamp 3 Instant
  • Basecamp 3
    Activity is created in Basecamp 3 Instant
  • Basecamp 3
    Person is created in Basecamp 3
  • Basecamp 3
    Todo-List is created in Basecamp 3 Instant
  • Basecamp 3
    Account is created in Basecamp 3
  • Basecamp 3
    Document is created in Basecamp 3 Instant
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
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2.
  • Basecamp 3
    Create To-do in Basecamp 3
  • Basecamp 3
    Create campfire message in Basecamp 3
  • Basecamp 3
    Create message in Basecamp 3
  • Basecamp 3
    Create a to-do list in Basecamp 3
  • Basecamp 3
    Create schedule entry in Basecamp 3
  • Basecamp 3
    Create document in Basecamp 3
  • Basecamp 3
    Add person to a project in Basecamp 3
  • Basecamp 3
    Create comment on message in Basecamp 3
  • Basecamp 3
    Create project in Basecamp 3
  • Basecamp 3
    Create project from template in Basecamp 3
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close

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Ready Workflows Ready Workflows for Basecamp 3 + Close Integration

Create leads, sync project milestones, update customer records, alert your team, and track deal progress, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Basecamp 3 + Close flow

Extend your project management and CRM workflows with team chat, marketing tools, document storage, and scheduling apps. Pick a combination and activate it in one click.

Basecamp 3
Close
+
SlackSlack (8)
+
HubSpotHubSpot (8)
+
GmailGmail (8)
+
Google DriveGoogle Drive (8)
+
CalendlyCalendly (8)
+
PandaDocPandaDoc (8)
B
C
S
Create a lead in Close when a project is created in Basecamp 3, and notify your sales team in Slack
New Basecamp 3 projects automatically generate a lead in Close and post an alert in Slack, keeping your sales and delivery teams aligned instantly.
B
C
S
Log a support note in Close when a todo is created in Basecamp 3, and alert your team in Slack
Basecamp 3 todos trigger a new note in Close and notify your team on Slack, keeping customer history complete and accessible.
C
B
S
When an opportunity status change occurs in Close, create a schedule entry in Basecamp 3 and announce it in Slack
Deal status updates in Close create scheduled project milestones in Basecamp 3 and post an announcement in Slack.
B
C
S
Create a task in Close for every document added in Basecamp 3, and notify your team in Slack
Basecamp 3 documents trigger follow-up tasks in Close and alert your account managers in Slack.
C
B
S
If a Close lead is marked enterprise, create a dedicated project in Basecamp 3 and alert leadership in Slack
Enterprise tier deals in Close automatically trigger high-priority project creation in Basecamp 3 and alert leadership in Slack.
C
B
S
When a Close opportunity is won, create a project from template in Basecamp 3 and post the win in Slack
Won opportunities in Close instantly generate structured client projects in Basecamp 3 and celebrate the win in Slack.
C
B
S
Use Claude to summarise new Close meeting notes, create a todo in Basecamp 3, and post the brief in Slack
Claude summarises Close meeting notes into actionable project todos in Basecamp 3, with summaries shared instantly in Slack.
B
C
A
S
Turn every Basecamp 3 message into a Close lead, create a task in Asana, and announce it in Slack
Basecamp 3 messages become Close CRM leads, generate delivery tasks in Asana, and alert your team in Slack.

Supported triggers and actions for Basecamp 3 and Close

Mix and match to build the exact automation you need

Basecamp 3
Basecamp 3 Triggers & Actions
Instant
Todo is updated in Basecamp 3
Triggers the automation when a todo is update
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Instant
Todo is created in Basecamp 3
Triggers the automation when a todo is created
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Project is created in Basecamp 3
Triggers the automation when a new project is created
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Instant
Message is created in Basecamp 3
Triggers the automation when a new message is created
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Instant
Comment is created in Basecamp 3
Triggers the automation when a new comment is created
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Instant
Schedule entry is created in Basecamp 3
Triggers the automation when a schedule entry is created
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Instant
Upload is added in Basecamp 3
Triggers the automation when a file is uploaded
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Instant
Activity is created in Basecamp 3
Triggers the automation when a new activity is created
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Person is created in Basecamp 3
Triggers the automation when a new person is created
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Instant
Todo-List is created in Basecamp 3
Triggers the automation when a todo-list is created
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Account is created in Basecamp 3
Triggers the automation when a new account is created
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Instant
Document is created in Basecamp 3
Triggers the automation when a new document is created
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Create To-do in Basecamp 3
Creates a new to-do item
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Create campfire message in Basecamp 3
Creates a new message in a campfire chat
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Create message in Basecamp 3
Generates a new message
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Create a to-do list in Basecamp 3
Generates a personalized to-do list based on user input
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Create schedule entry in Basecamp 3
Adds a new entry to the schedule
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Create document in Basecamp 3
Generates a new document
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Add person to a project in Basecamp 3
Assigns a new team member to a project
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Create comment on message in Basecamp 3
Adds a comment to a message
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Create project in Basecamp 3
Creates a new project
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Create project from template in Basecamp 3
Generates a new project based on a pre-defined template
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Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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What can you automate with Basecamp 3 + Close?

Streamline your sales-to-delivery handoff by connecting project creation, deal tracking, and task management.

What you can automate?
🚀
Instant project and lead synchronization
Create a lead in Close the moment a new project is created in Basecamp 3, or spin up a Basecamp 3 project when a Close opportunity is won. Sales and delivery teams operate from a single source of truth.
📋
Comprehensive field and document mapping
Map every submitted project brief, custom activity, and task detail between Basecamp 3 and Close. Ensure all client specifications transfer without manual copy-pasting.
💬
Real-time team notifications
Alert your team in Slack or via email the moment a deal stage changes or a project kickoff occurs. Keep stakeholders informed across every department.
🔀
Conditional workflow routing
Route enterprise accounts to specialized onboarding templates in Basecamp 3 based on Close lead criteria. Handle standard and VIP clients through distinct automated paths.
🔄
Continuous status updates
Keep project schedules and CRM opportunities synchronized as work progresses. Update task states, schedule entries, and deal stages automatically.
🔍
Smart record matching and upserting
Search existing contacts and leads in Close before creating new records, preventing duplicate entries and maintaining clean CRM databases.
⏱️
Lifecycle and status event handling
Trigger automated follow-ups and task creation when email sequences complete, call records update, or opportunity statuses change.
🔗
Extended multi-app pipelines
Connect Basecamp 3 and Close with Slack, HubSpot, Gmail, Google Drive, Calendly, or PandaDoc to build complete sales and client delivery operations.
And much more...

Who is Basecamp 3 + Close integration for?

Operations managers, sales leaders, and account executives connect Basecamp 3 and Close to eliminate manual data entry and keep project pipelines perfectly synchronised.

Revenue operations managers
Revenue operations managers
Sales executives
Sales executives
Account managers
Account managers
Customer success leads
Customer success leads
Sales operations specialists
Sales operations specialists
Project delivery directors
Project delivery directors
📈
Revenue operations managers
You're reviewing sales pipelines in Close while project teams track deliverables in Basecamp 3, but your revenue reports never match active project counts because updates are logged by hand — with this integration, every deal change updates your project records automatically and your performance metrics stay accurate.
Sales executives
You're closing deals in Close and manually briefing project managers in Basecamp 3, but important client context gets lost in handover emails and delays project kickoff — with this integration, won deals instantly generate structured projects and your delivery team starts work without delay.
📋
Account managers
You're managing client communications in Close and tracking daily tasks in Basecamp 3, but keeping both platforms updated leaves no time for proactive client care — with this integration, every project update synchronises with your CRM records and your client history remains complete.
🔄
Customer success leads
You're onboarding multiple new clients simultaneously in Basecamp 3 and recording health scores in Close, but manual data transfer causes missed onboarding milestones — with this integration, every project milestone updates your customer records instantly and your onboarding volume flows smoothly.
🎯
Sales operations specialists
You depend on project managers in Basecamp 3 to hand over completed client documentation before updating pipelines in Close, but bottlenecks in communication stall deal stage updates — with this integration, every project creation and document upload updates your CRM leads instantly.
📊
Project delivery directors
You rely on sales notes in Close to staff new client accounts in Basecamp 3, but inconsistent record-keeping leaves gaps in your resource planning history — with this integration, every CRM lead transition creates a reliable audit trail across your project management workspace.
Our team

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Why choose Integrately to automate Basecamp 3 + Close

Build and manage your Basecamp 3 + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Basecamp 3 + Close with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Basecamp 3 to Close?
Frequently Asked Questions
You can connect Basecamp 3 to Close in 1-click using ready-made templates on Integrately. With support for Slack, HubSpot, Gmail, and 1,500+ other apps, you can easily set up automated lead creation and project syncing. Ask Integrately AI to build custom workflows instantly.
Can I automatically create a Close lead when a new project is created in Basecamp 3?
Frequently Asked Questions
Can I connect Basecamp 3, Close, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Basecamp 3 and Close?
Frequently Asked Questions
How does Basecamp 3 handle project creation triggers in automation?
Frequently Asked Questions
How does Close handle lead and opportunity updates in automations?
Frequently Asked Questions
Do I need coding skills to automate Basecamp 3 and Close?
Frequently Asked Questions
Is the Basecamp 3 and Close integration free?
Frequently Asked Questions
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