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

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 paid

Triggers when an invoice is paid

Invoice booked

Triggers when an invoice is booked

Company created

Triggers when a new company is added

Deal created

Triggers when a new deal is created

Time tracking created

Triggers when a new time tracking is created

Time tracking updated

Triggers when the details of an existing time tracking are updated

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 contact

Creates a new contact

Create task

Creates a new task

Create project

Creates a new project

Link contact to company

Links a contact to the specified company

Create deal

Creates a new deal

Create company

Creates a new company

Update task

Updates the details of an existing task

Fetch company

Fetches a company by ID

Fetch contact

Fetches a contact 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.

CRM

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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