Like the Klipfolio integration, Ganttify pulls in data from Basecamp to give users a detailed, shareable and customizable overview that helps them identify pain points. We also love Ganttify (which will integrate with both Basecamp and Trello). (Klipfolio also integrates with Dropbox and Slack.) By enabling the two platforms to talk to each other, users can create their own “connectors,” or queries, within a certain time frame to bring Basecamp project data into Klipfolio. Klipfolio users can build real-time dashboards in Basecamp so that it’s easy to access visual data analysis in either platform. Klipfolio’s customizable, interactive dashboard software is a great tool for getting both a deeper and broader look at your customer service efforts, trends and results. Tip: you’ll want to designate one Dropbox folder to integrate with Basecamp to keep things streamlined. For example, using CloudHQ to connect your Dropbox to Basecamp will also allow you to integrate your Google Docs and Gmail. You’ll need to use a provider like CloudHQ or Zapier to enable your Basecamp to talk to Dropbox, but the advantage is that they work with other tools you may choose to integrate as well. Depending on the Basecamp triggers they enable, users can create new folders or move and find files, among other actions. Why would a photo depository be of any use to customer service? It’s not just for vacation pics-many small businesses use Dropbox to collect faxes, store images like logos but also files like receipts, forms, and other assets that customer service professionals need to have on hand. (Pivotal Tracker also integrates with Zoho Flow.) The Best Integration for Storage In the absence of Basecamp, try connecting Pivotal Tracker with SupportBee. Best of all, you can create your own integrations.Īnd, the SupportBee integrates with Trello directly. Some of the more popular setups for a Trello-Basecamp integration lets users schedule an event in Basecamp 3 based off a Trello card (like a phone appointment with a customer), send messages created in Trello to Basecamp, and archive to-dos in Basecamp via your Trello board. It’s drag-and-drop capabilities and easy-to-create task boards make organization, well, fun-that’s why so many users can’t fathom using any other tool alongside the organizational features they can enjoy in Basecamp and SupportBee. The Best Integration for Organization & DelegationĪt first glance, Trello seems too simple to be as useful as it is. Using an “if this, then that” logic, Zapier creates triggers that let Basecamp and SupportBee talk to each other in an actionable way-like create and assigning new tasks (and generate to-do lists), and create tickets in SupportBee stemming from Basecamp activity (like a new account or new comment). Zapier is the Renaissance Man of integrations, with the ability to tie SupportBee to 71 other apps-Basecamp included. It’s almost as if there’s nothing Zapier can’t do. Watch this video on setting up Basecamp in SupportBee, and follow these instructions for integrating your SupportBee account with Basecamp Classic, Basecamp 2 and Basecamp 3.) The Best Integration For Everything We focused on integrations that are free (or very affordable), a breeze to set up, learn, and use (software engineers need not apply).īut first! Make sure you have everything ready to go. That’s why we’ve decided to spare you the headache (and the hours), and list our top Basecamp integrations for every aspect of small and medium businesses’ customer service operations. Then, there’s the process of finding apps that are onboarding-friendly enough to introduce to the team. To boot, half of the tools are useful to them-most SMBs don’t need coding tools to build bespoke customer support apps, for example. While bigger companies pay people to vet and select practical applications for them, small and medium businesses (SMBs) are stuck doing their own time-heavy research. But getting there isn’t always easy.įirst, there’s the search for the right tool. While we’re happy to say Basecamp was one of the first partners we added to our list of third-party software integrations, we also know there are many other useful (and free) tech tools out there that can make the life of a customer service agent so much easier. SupportBee integrates with Basecamp Classic, Basecamp 2 and Basecamp 3, which turns the customer support emails you get through our platform into to-do items and team chats in your Basecamp hub. SupportBee has consistently been rated one of the best integrations for Basecamp users, and that’s probably because we share some goals with the project management software - like teamwork, efficiency, and progress.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |