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Wealthbox CRM + Basin Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Basin

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

About Basin

Basin is a simple form backend that allows you to collect submission data without writing a single line of code.

Basin Integrations

Best Wealthbox CRM and Basin Integrations

  • Wealthbox CRM Salesforce

    Basin + Salesforce

    Add new Basin submissions to Salesforce as leads. Read More...
    When this happens...
    Wealthbox CRM New Submission
     
    Then do this...
    Salesforce Create Record
    Transform any Basin submission into an opportunity in Salesforce. This Basin-Salesforce integration will automatically create leads in your Salesforce account corresponding to new Basin submission so that you can focus on moving them down the funnel, not wrangling with data entry.
    How This Basin-Salesforce Integration Works
    • A new form submission is received on Basin
    • Appy Pie Connect adds new lead to Salesforce
    What You Need
    • Basin account
    • Salesforce account
  • Wealthbox CRM AWeber

    Basin + AWeber

    Add new AWeber subscribers from new form submission in Basin Read More...
    When this happens...
    Wealthbox CRM New Submission
     
    Then do this...
    AWeber Create Subscriber
    Use this Appy Pie Connect integration to instantly add new customers from Basin into your AWeber account. By enabling this Basin-AWeber integration, every new submission received in Basin will be automatically added to your AWeber account as a new subscriber. This is a great way to kick off successful email campaigns complete with the correct details automatically.
    How This Basin-AWeber Integration Works
    • A new form submission is received on Basin
    • Appy Pie Connect adds that contact to AWeber as new subscriber
    What You Need
    • Basin account
    • AWeber account
  • Wealthbox CRM Google Sheets

    Basin + Google Sheets

    Create Google Sheet rows on new Basin form submissions Read More...
    When this happens...
    Wealthbox CRM New Submission
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Get the most out of your new Basin forms by connecting it to Google Sheets. This Basin-Google Sheet integration will create rows in a Google sheet each time users submit forms on your Basin, allowing you to keep a historical record of all the data you've collected. Each row will be a unique submission to your spreadsheet.
    How This Integration Works
    • A new form submission is received on Basin
    • Appy Pie Connect adds that contact to AWeber as new subscriber
    What You Need
    • Basin account
    • Google Sheets account
  • Wealthbox CRM Google Sheets

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Wealthbox CRM + Basin in easier way

It's easy to connect Wealthbox CRM + Basin without coding knowledge. Start creating your own business flow.

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

  • New Submission

    Triggers when a user submits to your form.

    Actions
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Wealthbox CRM & Basin Integrations Work

  1. Step 1: Choose Wealthbox CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Basin as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Basin with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.