Integrate Basin with Jetpack CRM

Send information between Basin and Jetpack CRM automatically, without writing any code, using Zoho Flow.

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Create a new contact in Jetpack CRM for each form entry generated by Basin

Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Jetpack CRM from the responses collected via Basin.

How it works
  1. The flow triggers when a new submission is added in Basin.
  2. Zoho Flow adds a new contact or updates the details of an existing contact in Jetpack CRM.
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Create a new contact in Jetpack CRM for each form entry generated by Basin

Basin + Jetpack CRM

Build your own integrations between Basin and Jetpack CRM

Connect Basin and Jetpack CRM with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Basin and Jetpack CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Submission added

Triggers when a new submission is added

Company created

Triggers when a new company is created

Quote accepted

Triggers when an existing quote is accepted

Contact created

Triggers when a new contact is created

Transaction created

Triggers when a new transaction is created

Contact updated

Triggers when the details of an existing contact is updated

Quote created

Triggers when a new quote is created

Invoice created

Triggers when a new invoice is created

Contact status updated

Triggers when the status of an existing contact is updated

Invoice updated

Triggers when the details of an existing invoice is updated

All Actions - Actions are the automated tasks

Fetch submission

Fetches a submission based on the search query provided

Add or update contact

Adds a new contact or updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Fetch quote

Fetches the details of an existing quote

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.

Forms

What is Jetpack CRM?

Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.

CRM WordPress Plugins

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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