Integrate Basin with Jetpack CRM
Send information between Basin and Jetpack CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new submission is added in Basin.
- Zoho Flow adds a new contact or updates the details of an existing contact in Jetpack CRM.
Create a new contact in Jetpack CRM for each form entry generated by Basin
Basin + Jetpack CRM
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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.
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What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
