Integrate Basin with Insightly

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

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

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Insightly the form responses 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 Insightly.
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Create a contact in Insightly each time a form is filled out on Basin

Basin + Insightly

Build your own integrations between Basin and Insightly

Connect Basin and Insightly with over 1000+ 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 Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Submission added

Triggers when a new submission is added

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created

New Lead

Triggers when a new lead is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

All Actions - Actions are the automated tasks

Fetch submission

Fetches a submission based on the search query provided

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Create Event

Creates a new event

Create Contact

Creates a new contact

Create Task

Creates a new task

Create Project

Creates a new project

Create Lead

Creates a new lead

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 Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

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.

Learn more >

Custom functions

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

Learn more >

After implementing Zoho Flow, we reduced manual data entry errors by over 80%, saving a dozen work hours each month. Cost-wise, this translates to saving $5000–$7,000 per year, in addition to faster response times and higher lead conversion potential.

Yaniv David

Ecommerce Business Operations Manager, Amazos

We’ve been able to bring our best-practice process visions to life. Flow isn’t just an integration tool—it’s the backbone of how we scale.

Melanie Murphy

Zoho Systems Administrator, Revenue Ranch

We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.

Mattias Johansson

CEO, Alebat Education

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