Integrate Basin with Upsales

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

Explore prebuilt integration flows to get started

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Add a new contact in Upsales for each new form submission received via Basin

Efficiently gather customer data from forms, minimizing duplication efforts. This workflow will generate a new contact in Upsales using the form inputs received in Basin.

How it works
  1. The flow triggers when a new submission is added in Basin.
  2. Zoho Flow creates a new contact in Upsales.
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Add a new contact in Upsales for each new form submission received via Basin

Basin + Upsales

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Generate a new booking in Upsales for each form submission received in Basin

Streamline scheduling by seamlessly processing booking requests directly from form-builder platform. This flow will create a new booking in Upsales for every new form submission in Basin.

How it works
  1. The flow triggers when a new submission is added in Basin.
  2. Zoho Flow creates a new appointment in Upsales.
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Generate a new booking in Upsales for each form submission received in Basin

Basin + Upsales

Build your own integrations between Basin and Upsales

Connect Basin and Upsales 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 Upsales 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

User created

Triggers when a new user is created

Opportunity created

Triggers when a new opportunity is created

Appointment created

Triggers when a new appointment is created

Order placed

Triggers when a new order is placed

Event created

Triggers when a new event is created

Contact created

Triggers when a new contact is created

Activity created

Triggers when a new activity is created

Product created

Triggers when a new product is created

All Actions - Actions are the automated tasks

Fetch submission

Fetches a submission based on the search query provided

Create company

Creates a new company

Create product

Creates a new product

Create order

Creates a new order

Create activity

Creates a new activity

Create contact

Creates a new contact

Create appointment

Creates a new appointment

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 Upsales?

Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to be sent to your team.

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.

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Custom functions

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

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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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