Integrate Fulcrum with Teamleader
Send information between Fulcrum and Teamleader automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
Record updated
Triggers when an existing record is updated
New record
Triggers when a new record is created
Project created
Triggers when a new project is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
Invoice booked
Triggers when an invoice is booked
Deal accepted
Triggers when a deal is accepted
Deal created
Triggers when a new deal is created
Time tracking created
Triggers when a new time tracking is created
Contact added
Triggers when a new contact is added
Invoice paid
Triggers when an invoice is paid
Product created
Triggers when a new product is created
Company created
Triggers when a new company is added
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create task
Creates a new task
Link contact to company
Links a contact to the specified company
Create contact
Creates a new contact
Create company
Creates a new company
Create project
Creates a new project
Update task
Updates the details of an existing task
Fetch company
Fetches a company by ID
Fetch contact
Fetches a contact 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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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.
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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
