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How to connect Basin and NoCRM
Create a New Scenario to Connect Basin and NoCRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or NoCRM will be your first step. To do this, click "Choose an app," find Basin or NoCRM, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
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Add the NoCRM Node
Next, click the plus (+) icon on the Basin node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
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Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the Basin and NoCRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Basin and NoCRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Basin, NoCRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Basin and NoCRM integration works as expected. Depending on your setup, data should flow between Basin and NoCRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Basin and NoCRM
Basin + NoCRM + Slack: When a new submission is received in Basin, a lead is created in NoCRM. Then, a message is sent to a Slack channel notifying the sales team about the new lead.
NoCRM + Basin + Google Sheets: When a lead's status is changed to 'Won' in NoCRM, the flow finds the relevant form data in Basin (using lead data), and then adds a new row to a Google Sheet with the combined information.
Basin and NoCRM integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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See how Latenode works
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FAQ Basin and NoCRM
How can I connect my Basin account to NoCRM using Latenode?
To connect your Basin account to NoCRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin and NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create leads from Basin form submissions?
Yes, you can! Latenode lets you instantly turn Basin form data into NoCRM leads. Speed up your sales process by automating lead creation, ensuring no potential client slips through the cracks.
What types of tasks can I perform by integrating Basin with NoCRM?
Integrating Basin with NoCRM allows you to perform various tasks, including:
- Creating new NoCRM leads from Basin form submissions automatically.
- Updating lead information in NoCRM based on new Basin form data.
- Sending confirmation emails via Basin upon NoCRM lead creation.
- Triggering custom notifications in Latenode for specific lead updates.
- Adding notes to NoCRM leads from analyzed Basin form feedback.
How do I handle errors between Basin and NoCRM on Latenode?
Latenode provides robust error handling. You can configure workflows to retry failed tasks, send alerts, or use conditional logic to manage exceptions.
Are there any limitations to the Basin and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- High API request volumes can be subject to rate limits.
- File uploads through Basin may require additional parsing.
