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Integrate Basin with Wealthbox CRM
Send information between Basin and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact in Wealthbox 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 Wealthbox 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 Wealthbox CRM.
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Create a new contact in Wealthbox CRM for each form entry generated by Basin
Basin + Wealthbox CRM
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Build your own integrations between Basin and Wealthbox CRM
Connect Basin and Wealthbox CRM with over 850+ 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 Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Submission added
Triggers when a new submission is added
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New event
Triggers when a new event is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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Completed task
Triggers when a task is completed
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New note
Triggers when a new note is created
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New workflow
Triggers when a new workflow is created
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New project
Triggers when a new project is created
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New contact
Triggers when a new contact is created
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New opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
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Fetch submission
Fetches a submission based on the search query provided
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Create note
Creates a new note
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Create event
Creates a new event
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Create task
Creates a new task
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Create contact
Creates a new contact
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Fetch contact
Fetches a contact by email
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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