Integrate Basin with Copper
Send information between Basin and Copper automatically, without writing any code, using Zoho Flow.
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Add a new person in Copper for each form entry made in Basin
Streamline your contact management by integrating forms with your retail marketing software to capture details directly This flow will generate a new person in Copper using the form responses obtained from Basin.
How it works
- The flow triggers when a new submission is added in Basin.
- Zoho Flow adds a new person in Copper.
Add a new person in Copper for each form entry made in Basin
Basin + Copper
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Supported triggers and actions
Integrate Basin and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Submission added
Triggers when a new submission is added
Lead created
Triggers when a new lead is created
Opportunity created
Triggers when a new opportunity is created
Activity created
Triggers when a new activity is created
Lead updated
Triggers when any detail of an existing lead is updated
Person updated
Triggers when any detail of an existing person is updated
Person added
Triggers when a new person is added
Task added
Triggers when a new task is added
All Actions - Actions are the automated tasks
Fetch submission
Fetches a submission based on the search query provided
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create task
Creates a new task
Create company
Creates a new company
Add person
Adds a new person
Create project
Creates a new project
Create or update lead
Creates or updates the details of a lead
Create opportunity
Creates a new opportunity
Update person
Updates the details of an existing person
Update project
Updates the details of an existing project
Update company
Updates the details of an existing company
Update opportunity
Updates the details of an existing opportunity
Fetch project
Fetches the details of an existing project by name
Fetch person
Fetches the details of a person by email
Fetch company
Fetches the details of an existing company by name
Fetch opportunity
Fetches the details of an existing opportunity by name
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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