Integrate Basin with Pipedrive

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

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Create a contact in Pipedrive each time a form is filled out on Basin

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will generate a new contact in Pipedrive using the form responses obtained from Basin.

How it works
  1. The flow triggers when a new submission is added in Basin.
  2. Zoho Flow creates a new contact person for the selected organization in Pipedrive.
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Create a contact in Pipedrive each time a form is filled out on Basin

Basin + Pipedrive

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Supported triggers and actions

Integrate Basin and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Submission added

Triggers when a new submission is added

Product updated

Triggers when any detail of an existing product is updated

Lead updated

Triggers when any detail of an existing lead is updated

Deal updated

Triggers when any detail of an existing deal is updated

Note created

Triggers when a new note is added

Product created

Triggers when a new product is created

Pipeline created

Triggers when a new pipeline is created

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person created

Triggers when a new contact person is created

Activity updated

Triggers when any detail of an existing activity is updated

Deal created

Triggers when a new deal is created

Note updated

Triggers when an existing note is updated

Lead created

Triggers when a new lead is created

Organization created

Triggers when a new organization is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Activity created

Triggers when a new activity is created

Organization updated

Triggers when any detail of an existing organization is updated

All Actions - Actions are the automated tasks

Fetch submission

Fetches a submission based on the search query provided

Add products to a deal

Adds multiple products to a deal

Create lead

Creates a new lead

Create deal

Creates a new deal

Create product

Creates a new project

Create activity

Creates a new activity

Create note

Creates a new note for the selected lead, deal, person, or organization

Create organization

Creates a new organization

Create contact person

Creates a contact new person

Update product

Updates the details of an existing product

Update activity

Updates the details of an existing activity

Update lead

Updates the details of an existing lead

Update organization

Updates the details of an existing organization

Update contact person

Updates the details of an existing contact person

Update deal

Updates the details of an existing deal

Fetch user

Fetches the details of an existing user

Fetch lead

Fetches the details of an existing lead

Fetch contact person

Fetches the details of an existing contact person

Fetch field options

Fetches the specific field options by using its ID or name

Fetch deal

Fetches the details of an existing deal

Fetch product

Fetches the details of an existing product

Fetch organization

Fetches the details of an existing organization

Fetch activity

Fetches the details of an existing user activity

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 Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

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.

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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

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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