Basix and Salesflare
How to connect Basix
- Via Zapier — 25 operations available. Set it up ↗
What you can automate
- When new Contact in Basix, find or create contact in Salesflare.
- When new Note in Basix, create internal note in Salesflare.
- When new Pipeline Stage in Basix, create opportunity in Salesflare.
- When updated Contact in Basix, find or create contact in Salesflare.
About Basix
Basix.ai is a sales execution tool that uses AI to power high performing sales processes.
Basix operations on Zapier
Triggers (6)
Start a workflow when this happens
- New Contact — Triggers when a new contact is created.
- New Note — Triggers when a new note is added.
- New Pipeline Stage — Triggers when a new Pipeline Stage is added to a contact.
- New Remove Contact (Not the Right Person) — Triggers when a New Remove Contact (Not the Right Person) is marked.
- New Unsubscribe — Triggers when a new unsubscribe happens.
Show 1 more triggers
- Updated Contact — Triggers when a contact is updated.
Actions (14)
Things Salesflare can make it do
- Add Email Click — Adds Email Click Event.
- Add Email Open — Adds Email Open Event.
- Add Lead Event (External Leads) — Adds Lead Event (External Leads).
- Add Unsubscribe — Lead Unsubscribes.
- Assign Contact to a Territory — Assigns contact to a territory.
Show 9 more actions
- Cancel Meeting — Cancel the meeting.
- Create Contact — Creates a contact.
- Create Meeting — Creates a Meeting.
- Real Time Lead — This loads real-time leads(a type of external lead)
- Remove Contact (Not the Right Person) — Removes Contact (Not the Right Person).
- Transfer to Another Sales User — Transfers a Contact to Another Sales User.
- Transfer to Another Territory — Transfers a contact to another territory.
- Update Contact — Updates a Contact
- Update Meeting — Update an Existing Meeting.
Searches (5)
Look up existing records
- Find Account ID for a Contact — Finds Account ID for a Contact
- Find Contact ID by Email Address — Finds a Contact ID
- Find External Lead Type ID — Finds External Lead Type ID
- Find Sales User ID by Email Address — Finds Sales User ID
- Find Territory ID — Finds Territory ID
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