Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Basin is a simple form backend that allows you to collect submission data without writing a single line of code.Basin Integrations
Basin + AWeberAdd new AWeber subscribers from new form submission in Basin Read More...
Basin + Google SheetsCreate Google Sheet rows on new Basin form submissions Read More...
It's easy to connect Wealthbox CRM + Basin without coding knowledge. Start creating your own business flow.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Triggers when a user submits to your form.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.