Integrate Fulcrum with Livespace

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

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Create a new person in Livespace when a form is submitted through Fulcrum

Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in Livespace 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 in Livespace.
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Create a new person in Livespace when a form is submitted through Fulcrum

Fulcrum + Livespace

Build your own integrations between Fulcrum and Livespace

Connect Fulcrum and Livespace with over 950+ 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 Livespace 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

Person created

Triggers when a new person is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Add person note

Adds a note to the specified person

Add company note

Adds a note to the specified company

Create person

Creates a new person

Create company

Creates a new company

Add deal note

Adds a note to the specified deal

Create task

Creates a new task

Update company

Updates the details of an existing company

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing person

Fetch person

Fetches the details of an existing person

Fetch company

Fetches the details of an existing company

Fetch deal

Fetches the details of an existing deal

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 Livespace?

Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.

CRM

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

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

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