Integrate Basin with Agendor
Send information between Basin and Agendor automatically, without writing any code, using Zoho Flow.
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Add a new person in Agendor for each form entry made in Basin
Streamline your contact management by integrating forms with your sales CRM solution to capture details directly This workflow will generate a new person in Agendor using the form inputs received in Basin.
How it works
- The flow triggers when a new submission is added in Basin.
- Zoho Flow creates a person . in Agendor.
Add a new person in Agendor for each form entry made in Basin
Basin + Agendor
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Supported triggers and actions
Integrate Basin and Agendor 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
Person created
Triggers when a new person is created
Deal updated
Triggers when a the details of a deal is updated
Deal created
Triggers when a new deal is created
Company updated
Triggers when the details of a company is updated
Person updated
Triggers when the details of a person is updated
All Actions - Actions are the automated tasks
Fetch submission
Fetches a submission based on the search query provided
Create person deal
Creates a person deal
Create person
Creates a person .
Create company
Creates a new company
Create company deal
Creates a new company deal
Update deal status
Updates the status of the specified deal
Update person
Updates the details of the specified person
Update deal
Updates the basic details of the specified deal
Update company
Updates the details of the specified company
Fetch company
Fetches the details of an existing company
Fetch user
Fetches the details of the specified user
Fetch person
Fetch the details of the specified person
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 Agendor?
Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.
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