Integrate Fulcrum with LionDesk
Send information between Fulcrum and LionDesk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in LionDesk each time a form is filled out on Fulcrum
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in LionDesk using the form inputs received in Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new contact in LionDesk.
Create a contact in LionDesk each time a form is filled out on Fulcrum
Fulcrum + LionDesk
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Supported triggers and actions
Integrate Fulcrum and LionDesk 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 user
Triggers when a new user is added
New event
Triggers when a new event is created
New task
Triggers when a new task is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create task
Creates a new task
Create event
Creates a new event
Fetch contact
Fetches an existing contact
What is Fulcrum?
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What is LionDesk?
LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.
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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.
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 >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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
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
