Connect Basin and webCRM to Build Intelligent Automations

Choose a Trigger

Basin

When this happens...

Choose an Action

webCRM

Automatically do this!

Ready to use Basin and webCRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity

New Activity

Triggers when an activity is created.

New Delivery

New Delivery

Triggers when a new delivery is created.

New Document

New Document

Tiggers when a new document is created .

New Opportunity

New Opportunity

Triggers when a new opportunity is created.

New Organization

New Organization

Triggers when a new organization is created.

New Person

New Person

Triggers when a new person is created .

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

List All Activities

List All Activities

Retrieves the list of all activities

List All Campaigns

List All Campaigns

Retrieves the list of all campaigns

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Basin and webCRM?

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

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

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

How often does the data sync between Basin and webCRM?

The data sync between Basin and webCRM 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 webCRM?

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 webCRM?

Yes, you can set conditional logic to control the flow of data between Basin and webCRM. 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.

Learn More
webCRM

About webCRM

webCRM helps your sales team with the daily workflow and overview.

Learn More