Integrate Fulcrum with Capsule CRM

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

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Add a new person in Capsule CRM for each form entry made in Fulcrum

Streamline your contact management by integrating forms with your customer relationship management software to capture details directly This workflow will generate a new person in Capsule CRM using the form inputs received in Fulcrum.

How it works
  1. The flow triggers when a new record is created in Fulcrum.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Add a new person in Capsule CRM for each form entry made in Fulcrum

Fulcrum + Capsule CRM

Build your own integrations between Fulcrum and Capsule CRM

Connect Fulcrum and Capsule CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Fulcrum and Capsule 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

New Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Create Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Find person

Finds the details of the specified person by 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 Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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