Integrate Fulcrum with Copper
Send information between Fulcrum and Copper automatically, without writing any code, using Zoho Flow.
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Add a new person in Copper for each form entry made in Fulcrum
Streamline your contact management by integrating forms with your retail marketing software to capture details directly This flow will generate a new person in Copper using the form responses obtained from Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow adds a new person in Copper.
Add a new person in Copper for each form entry made in Fulcrum
Fulcrum + Copper
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Supported triggers and actions
Integrate Fulcrum and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record updated
Triggers when an existing record is updated
New record
Triggers when a new record is created
Lead created
Triggers when a new lead is created
Opportunity created
Triggers when a new opportunity is created
Person added
Triggers when a new person is added
Task added
Triggers when a new task is added
Lead updated
Triggers when any detail of an existing lead is updated
Person updated
Triggers when any detail of an existing person is updated
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create company
Creates a new company
Create task
Creates a new task
Create opportunity
Creates a new opportunity
Create or update lead
Creates or updates the details of a lead
Add person
Adds a new person
Create activity
Creates a new activity for a person, company, opportunity, or lead
Update company
Updates the details of an existing company
Update person
Updates the details of an existing person
Update project
Updates the details of an existing project
Update opportunity
Updates the details of an existing opportunity
Fetch project
Fetches the details of an existing project by name
Fetch person
Fetches the details of a person by email
Fetch company
Fetches the details of an existing company by name
Fetch opportunity
Fetches the details of an existing opportunity by name
What is Fulcrum?
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What is Copper?
Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.
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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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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