Integrate Fulcrum with Salesflare

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

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Create a contact in Salesflare each time a form is filled out on Fulcrum

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Salesflare 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 Salesflare.
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Create a contact in Salesflare each time a form is filled out on Fulcrum

Fulcrum + Salesflare

Build your own integrations between Fulcrum and Salesflare

Connect Fulcrum and Salesflare with over 800+ 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 Salesflare 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

New task

Triggers when a new task is created

New contact

Triggers when a new contact is created

New account

Triggers when a new account is created

New opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

Add contact to account

Adds an existing contact to the selected account

Create meeting

Creates a new meeting

Create opportunity

Creates a new opportunity

Add user to account

Adds an existing user to the selected account

Create account

Creates a new account

Create contact

Creates a new contact

Create task

Creates a new task

Create call

Creates a new call

Fetch person

Fetches a person by ID, name, or email

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch user

Fetches a user by ID, name, or email

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch opportunity

Fetches an opportunity by ID, name, or account

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 Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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