Integrate Fulcrum with Teamwork CRM

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

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Create a new contact in Teamwork CRM whenever a form is submitted through Fulcrum

Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Teamwork CRM the form responses received in Fulcrum.

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

Fulcrum + Teamwork CRM

Build your own integrations between Fulcrum and Teamwork CRM

Connect Fulcrum and Teamwork CRM with over 950+ 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 Teamwork CRM 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

Contact updated

Triggers when a contact is updated

Deal created

Triggers when a new deal is created

Company updated

Triggers when a company is updated

Deal updated

Triggers when a deal is updated

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Note created

Triggers when a new note is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create note

Creates a new note

Create product

Creates a new product

Create lost reason

Creates a new lost reason

Create deal

Creates a new deal

Create company

Creates a new company

Fetch company

Fetches the details of an existing company

Fetch product

Fetches the details of an existing product

Fetch contact

Fetches the details of an existing contact

Fetch deal

Fetches the details of an existing deal

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 Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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