Integrate Fulcrum with Teamleader
Send information between Fulcrum and Teamleader automatically, without writing any code, using Zoho Flow.
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Create a new contact in Teamleader for each form entry generated by Fulcrum
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will generate a new contact in Teamleader 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 Teamleader.
Create a new contact in Teamleader for each form entry generated by Fulcrum
Fulcrum + Teamleader
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Supported triggers and actions
Integrate Fulcrum and Teamleader 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
Product created
Triggers when a new product is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
Time tracking created
Triggers when a new time tracking is created
Company created
Triggers when a new company is added
Deal created
Triggers when a new deal is created
Invoice paid
Triggers when an invoice is paid
Deal accepted
Triggers when a deal is accepted
Project created
Triggers when a new project is created
Contact added
Triggers when a new contact is added
Invoice booked
Triggers when an invoice is booked
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Link contact to company
Links a contact to the specified company
Create task
Creates a new task
Create deal
Creates a new deal
Create project
Creates a new project
Create company
Creates a new company
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by ID
What is Fulcrum?
Similar apps
What is Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
