Integrate Basin with Agile CRM
Send information between Basin and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Agile CRM each time a form is filled out on Basin
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Agile CRM the form responses received in Basin.
How it works
- The flow triggers when a new submission is added in Basin.
- Zoho Flow creates a new contact in Agile CRM.
Create a contact in Agile CRM each time a form is filled out on Basin
Basin + Agile CRM
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Supported triggers and actions
Integrate Basin and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Submission added
Triggers when a new submission is added
New Task
Triggers when a new task is created
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
All Actions - Actions are the automated tasks
Fetch submission
Fetches a submission based on the search query provided
Create Task
Creates a task for the selected contact
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Create Deal
Creates a new deal
What is Basin?
Basin is a form-builder platform that lets you create forms with flexible controls, filter spam emails, and search through all submissions.
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What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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