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Basin + Intaker

Create new leads in Intaker from new Basin submissions

Stay on top of your leads effortlessly with this workflow. Once set up, each time there's a new submission in your Basin app, it immediately creates a lead in Intaker, saving you the time of manual data entry. Stay organized, improve follow-up, and never miss a potential customer again.

When this happens...
New SubmissionTriggers when your form receives a submission.
TriggerInstant
automatically do this!
Create LeadCreates a lead in your Intaker account, or updates the existing lead matching the phone number or email. Phone is matched first; email is used only if no lead matches the phone. Fill in Call Information to add an imported call to the lead.
ActionWrite

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More things you can do with Basin and Intaker

Discover other triggers and actions you can use with Basin and Intaker

New Submission
Triggers when your form receives a submission.
Trigger
Instant
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- orgId
  Required
- agentId
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Bot Name
Trigger
Polling
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It

- Organization
  Required
- AI Agent
  Required
- First Name
- Last Name
- Phone Number
  Required
- Phone Number SMS Consent
- Note
- Prevent sending text messages if consent is unknown (recommended)
  Required
Action
Write
- Organization
  Required
- Lead Status
  Required
- Phone Number
- Email
Action
Write

- Organization
  Required
- Agent Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Bot Name
- Prompt Name
Trigger
Polling
Try It
- orgId
  Required
- Lead Status Changed To
  Required
- Lead Status Changed From
- Filter
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- Lead Name
- Lead Status
- Create Task (Notification via Desk & Email)
  Required
- First Name
- Last Name
- Phone Number
- Phone Number SMS Consent
- Email
- Pipeline
- Stage
- Pipeline Estimated Value
- Pipeline Estimated Cost
- Pipeline Actual Value
- Pipeline Actual Cost
- Pipeline Additional Details
- Note Description
- Caller Phone Number
- Call Provider
- Provider Call ID
- Call Duration
- Recording URL
- Transcript
- Call Notes
- Current URL
- Landing URL
- Referral URL
Action
Write

About Basin

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

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Related categories

Forms & Surveys

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

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Related categories

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