Integrate Basin with Onpipeline
Send information between Basin and Onpipeline automatically, without writing any code, using Zoho Flow.
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Add a new person in Onpipeline for each form entry made in Basin
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This flow will add a new person in Onpipeline using the responses received from Basin.
How it works
- The flow triggers when a new submission is added in Basin.
- Zoho Flow adds a new contact person in Onpipeline.
Add a new person in Onpipeline for each form entry made in Basin
Basin + Onpipeline
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Supported triggers and actions
Integrate Basin and Onpipeline using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Submission added
Triggers when a new submission is added
Event updated
Triggers when a calendar event is updated
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
Deal updated as won
Triggers when a deal is updated as won
Deal created
Triggers when a new deal is created
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
All Actions - Actions are the automated tasks
Fetch submission
Fetches a submission based on the search query provided
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing contact person
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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