Integrate Fulcrum with Sellf
Send information between Fulcrum and Sellf automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Sellf for each form entry made in Fulcrum
Streamline your contact management by integrating forms with your organization software to capture details directly This workflow will generate a new person in Sellf 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 Sellf.
Add a new person in Sellf for each form entry made in Fulcrum
Fulcrum + Sellf
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Supported triggers and actions
Integrate Fulcrum and Sellf 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 Person
Triggers when a new person is created
New Deal in Pipeline Stage
Triggers when a deal enters a specific pipeline stage
New Deal
Triggers when a new deal is created
New Company
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create Deal
Creates a new deal
Create Person
Creates a new person
Fetch Company
Fetches an existing company
Fetch Person
Fetches an existing person
Create Company
Creates a new company
What is Fulcrum?
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What is Sellf?
Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.
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