Integrate Fulcrum with Moskit
Send information between Fulcrum and Moskit automatically, without writing any code, using Zoho Flow.
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Add a new contact in Moskit 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 generate a new contact in Moskit using the form responses obtained from Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new contact in Moskit.
Add a new contact in Moskit for each new form submission received via Fulcrum
Fulcrum + Moskit
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Supported triggers and actions
Integrate Fulcrum and Moskit 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 Company
Triggers when a new company is created
New Deal
Triggers when a new deal is created
New Activity
Triggers when a new activity is created
New Contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create Company
Creates a new company
Create Deal
Creates a new deal
Create Contact
Creates a new contact
What is Fulcrum?
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What is Moskit?
Moskit is CRM software that lets you manage your sales and business from one place. You can keep track of all negotiations with powerful reports to plan for better results.
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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.
Learn more >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.
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Technical Engineer, Master Liveaboards
