Integrate Fulcrum with Bigin by Zoho CRM

Send information between Fulcrum and Bigin by Zoho CRM automatically, without writing any code, using Zoho Flow.

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Create a new contact in Bigin by Zoho CRM whenever a form is submitted through Fulcrum

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Bigin by Zoho CRM the form responses received in Fulcrum.

How it works
  1. The flow triggers when a new record is created in Fulcrum.
  2. Zoho Flow creates a new contact or updates the details of an existing contact in Bigin by Zoho CRM.
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Create a new contact in Bigin by Zoho CRM whenever a form is submitted through Fulcrum

Fulcrum + Bigin by Zoho CRM

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Supported triggers and actions

Integrate Fulcrum and Bigin by Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New record

Triggers when a new record is created

Record updated

Triggers when an existing record is updated

Company updated

Triggers when any detail of an existing company is updated

Event created

Triggers when a new event is created

Pipeline record stage updated to closed

Triggers when an existing pipeline record stage is updated to closed, won, or lost.

Event updated

Triggers when any detail of an existing event is updated

Call created

Triggers when a new call is created

Contact created or updated

Triggers when a new contact is created or updated

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Contact created

Triggers when a new contact is created

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Company created

Triggers when a new company is created

Task updated

Triggers when any detail of an existing task is updated

Call updated

Triggers when any detail of an existing call is updated

Pipeline record created

Triggers when a new pipeline record is created

Note added

Triggers when a new note is added

Task created

Triggers when a new task is created

Contact updated

Triggers when any detail of an existing contact is updated

Product created

Triggers when a new product is created

Product updated

Triggers when any detail of an existing product is updated

User added

Triggers when a new user is added

All Actions - Actions are the automated tasks

Create event

Creates a new event

Create or update company

Creates a new company or updates the details of the company if it already exists

Create or update contact

Creates a new contact or updates the details of an existing contact

Remove tag from record

Removes an existing tag from the specified record

Create task

Creates a new task

Create user

Creates a new user

Create tag

Creates a new tag in the selected module

Send email

Sends an email to the specified contact

Create or update pipeline record

Creates a new pipeline record or updates the details of the pipeline record if it already exists

Create call

Creates a new call

Add tag to record

Adds a tag to the specified record

Create or update product

Creates a new product or updates the details of an existing product

Add note

Adds a note to the selected module

Update pipeline record

Updates the details of an existing pipeline record

Update event

Updates the details of an existing event

Update user

Updates the existing user

Update call

Updates the details of an existing call

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Add product to pipeline record

Adds a product to the selected pipeline record

Update company

Updates the details of an existing company

Update product

Updates the details of an existing product

Fetch call

Fetches the details of an existing call by its ID or the contact ID

Fetch event

Fetches the details of an existing event by title or ID

Fetch product

Fetches the details of an existing product by ID, name, or code

Fetch company

Fetches the details of an existing company by name or ID

Fetch user

Fetches the details of an existing user by email address or ID

Fetch task

Fetches the details of an existing task by name or ID

Fetch contact

Fetches the details of an existing contact by email address, name, or ID.

Fetch pipeline record

Fetches the details of an existing pipeline record by its name or ID

What is Fulcrum?

Fulcrum lets you design custom forms and deploy them on multiple platforms. You can collect signatures, automatically capture location, and easily visualize collected data with reports.

Forms Survey

What is Bigin by Zoho CRM?

Bigin is a customer pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

CRM Popular Zoho

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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