Integrate Fulcrum with Pipedrive
Send information between Fulcrum and Pipedrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Pipedrive for each form entry generated by Fulcrum
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Pipedrive the form responses received in Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new contact person for the selected organization in Pipedrive.
Create a new contact in Pipedrive for each form entry generated by Fulcrum
Fulcrum + Pipedrive
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Supported triggers and actions
Integrate Fulcrum and Pipedrive 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
Note updated
Triggers when an existing note is updated
Organization created
Triggers when a new organization is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when any detail of an existing activity is updated
Deal updated
Triggers when any detail of an existing deal is updated
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Update deal
Updates the details of an existing deal
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create activity
Creates a new activity
Create product
Creates a new product
Create deal
Creates a new deal
Create project
Creates a new project
Create organization
Creates a new organization
Create lead
Creates a new lead
Create contact person
Creates a new contact person for the selected organization
Update contact person
Updates the details of an existing contact person
Update product
Updates the details of an existing product
Update lead
Updates the details of an existing lead
Update notes
Updates the details of an existing note
Update activity
Updates the details of an existing activity
Update organization
Updates the details of an existing organization
Fetch activity
Fetches the details of an existing user activity
Fetch person by name
Fetches the details of an existing person record by name
Fetch deal by title
Fetches the details of an existing deal by title
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch organization by name
Fetches the details of an existing organization by name
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch user by name
Fetches the details of an existing user by name
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch person by email address
Fetches the details of an existing person by email address
Fetch product by name
Fetches the details of an existing product by name
What is Fulcrum?
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What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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