Integrate Fulcrum with Teamgate

Send information between Fulcrum and Teamgate automatically, without writing any code, using Zoho Flow.

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Create a new person in Teamgate when a form is submitted through Fulcrum

Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This workflow will generate a new person in Teamgate using the form inputs received in Fulcrum.

How it works
  1. The flow triggers when a new record is created in Fulcrum.
  2. Zoho Flow creates a new person in Teamgate.
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Create a new person in Teamgate when a form is submitted through Fulcrum

Fulcrum + Teamgate

Build your own integrations between Fulcrum and Teamgate

Connect Fulcrum and Teamgate with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Fulcrum and Teamgate 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

Deal lost

Triggers when a deal is lost

Lead unqualified

Triggers when a lead is unqualified

Deal won

Triggers when a deal is won

Lead created

Triggers when a new lead is created

Company created

Triggers when a new company is created

Lead converted to person

Triggers when a lead is converted to person

Deal created

Triggers when a new deal is created

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create company

Creates a new company

Create deal

Creates a new deal

Create person

Creates a new person

Fetch user

Fetches the details of the specified user using ID, name or email address.

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

Fetch comapny

Fetches a company using company name, code or email address.

Fetch people

Fetches the details of the specified people using ID, name, email address or phone number.

Fetch lead

Fetches a lead using ID or name

What is Fulcrum?

Fulcrum lets you design custom forms and deploy them on multiple platforms. You can collect signatures, automatically capture location, and easily visualize collected data with reports.

Forms Survey

What is Teamgate?

Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.

CRM

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 >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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