Integrate Fulcrum with Nutshell
Send information between Fulcrum and Nutshell automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Nutshell for each form entry made in Fulcrum
Save time and reduce errors by capturing contact details directly from forms into your sales automation and CRM. This workflow will generate a new person in Nutshell 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 person in Nutshell.
Add a new person in Nutshell for each form entry made in Fulcrum
Fulcrum + Nutshell
Build your own integrations between Fulcrum and Nutshell
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Supported triggers and actions
Integrate Fulcrum and Nutshell 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
Lead added
Triggers when a new lead is added
Company created
Triggers when a new company is created
Activity created
Triggers when a new activity is created
Lead won
Triggers when a new lead is won
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create lead
Creates a new lead
Create person
Creates a new person
Fetch person by email
Fetches the details of an existing person by email address
Fetch account by ID
Fetches the details of an existing account by id
Fetch account by name
Fetches the details of an existing account by name
Fetch lead
Fetches the details of an existing lead by email address of associated contact
Fetch person by id
Fetches the details of an existing person by id
What is Fulcrum?
Similar apps
What is Nutshell?
Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.
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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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
