Integrate Fulcrum with Freshsales
Send information between Fulcrum and Freshsales automatically, without writing any code, using Zoho Flow.
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Add a new contact in Freshsales for each new form submission received via Fulcrum
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Freshsales the form responses received in Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new contact in Freshsales.
Add a new contact in Freshsales for each new form submission received via Fulcrum
Fulcrum + Freshsales
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Supported triggers and actions
Integrate Fulcrum and Freshsales 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 contact
Triggers when a new contact is created in the selected view
New deal
Triggers when a new deal is created in the selected view
New account
Triggers when a new account is created in the selected view
New lead
Triggers when a new lead is created in the selected view
All Actions - Actions are the automated tasks
Add note to lead
Adds a note to the selected lead
Create contact
Creates a new contact
Create lead
Creates a new lead
Add note to contact
Adds a note to the selected contact
Create deal
Creates a new deal
Convert lead
Converts a lead to contact
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Fetch lead by ID
Fetches a lead by ID
Fetch contact by ID
Fetches a contact by ID
Fetch contact by email address
Fetches a contact by email
Fetch lead by email address
Fetches a lead by email
What is Fulcrum?
Similar apps
What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
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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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