Integrate Basin with Jetpack CRM
Send information between Basin and Jetpack CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Jetpack 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 Jetpack CRM from the responses collected via Basin.
How it works
- The flow triggers when a new submission is added in Basin.
- Zoho Flow adds a new contact or updates the details of an existing contact in Jetpack CRM.
Create a new contact in Jetpack CRM for each form entry generated by Basin
Basin + Jetpack CRM
Build your own integrations between Basin and Jetpack CRM
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Supported triggers and actions
Integrate Basin and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Submission added
Triggers when a new submission is added
Invoice updated
Triggers when the details of an existing invoice is updated
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Contact updated
Triggers when the details of an existing contact is updated
Transaction created
Triggers when a new transaction is created
Contact status updated
Triggers when the status of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Company created
Triggers when a new company is created
Quote created
Triggers when a new quote is created
All Actions - Actions are the automated tasks
Fetch submission
Fetches a submission based on the search query provided
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
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.
Similar apps
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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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 >The speed of communication provided by Zoho Flow automations resulted in a greater promptness in contacting leads, and increased the likelihood of lead conversion.
Luis Carlos Palacios Moreno
Deputy Director, Revenue Ranch
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Relay Inc.
Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.
Frank Cowell
Founder and CEO, SHARC Energy
