Integrate Fulcrum with Nimble
Send information between Fulcrum and Nimble automatically, without writing any code, using Zoho Flow.
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Create a new contact in Nimble for each form entry generated by Fulcrum
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Nimble 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 Nimble.
Create a new contact in Nimble for each form entry generated by Fulcrum
Fulcrum + Nimble
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Supported triggers and actions
Integrate Fulcrum and Nimble 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
Contact added
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected contact
Create contact
Creates a new contact
Create task
Creates a new task
Update contact
Updates the details of an existing contact by contact ID
Fetch contact
Fetches the details of an existing contact
What is Fulcrum?
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What is Nimble?
Nimble is a relationship-focused CRM for small businesses that provides features like contact management, data enrichment, email tracking, and more.
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