Connect Basin and Close to Build Intelligent Automations

Choose a Trigger

Basin

When this happens...

Choose an Action

Close

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

Action is the task that follows automatically within your Basin integrations.

Create Project

Create Project

Creates new project.

Create Form

Create Form

Creates a new form

Update Form

Update Form

Updates existing forms.

Update Submissions

Update Submissions

Updates submissions

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

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Frequently Asked Questions

How do I start an integration between Basin and Close?

To start, connect both your Basin and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Basin triggers actions in Close (or vice versa).

Can we customize how data from Basin is recorded in Close?

Absolutely. You can customize how Basin data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Basin and Close?

The data sync between Basin and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Basin to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Basin and Close?

Yes, you can set conditional logic to control the flow of data between Basin and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Basin

About Basin

Basin is a powerful tool designed to streamline form management and data collection for businesses and developers. It offers a seamless way to handle form submissions without the need for server-side code, making it ideal for web developers and businesses looking to simplify their form handling processes.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

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