Integrate Basin with Teamleader

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

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Create a new contact in Teamleader whenever a form is submitted through Basin

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Teamleader from the responses collected via Basin.

How it works
  1. The flow triggers when a new submission is added in Basin.
  2. Zoho Flow creates a new contact in Teamleader.
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Create a new contact in Teamleader whenever a form is submitted through Basin

Basin + Teamleader

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Supported triggers and actions

Integrate Basin and Teamleader using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Submission added

Triggers when a new submission is added

Time tracking updated

Triggers when the details of an existing time tracking are updated

Deal accepted

Triggers when a deal is accepted

Project created

Triggers when a new project is created

Contact added

Triggers when a new contact is added

Invoice booked

Triggers when an invoice is booked

Deal created

Triggers when a new deal is created

Invoice paid

Triggers when an invoice is paid

Time tracking created

Triggers when a new time tracking is created

Company created

Triggers when a new company is added

Product created

Triggers when a new product is created

All Actions - Actions are the automated tasks

Fetch submission

Fetches a submission based on the search query provided

Create project

Creates a new project

Create company

Creates a new company

Create deal

Creates a new deal

Create task

Creates a new task

Create contact

Creates a new contact

Link contact to company

Links a contact to the specified company

Update task

Updates the details of an existing task

Fetch contact

Fetches a contact by ID

Fetch company

Fetches a company by ID

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 Teamleader?

Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.

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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