Integrate Fulcrum with Teamwork CRM
Send information between Fulcrum and Teamwork CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new contact in Teamwork CRM.
Create a new contact in Teamwork CRM whenever a form is submitted through Fulcrum
Fulcrum + Teamwork CRM
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Supported triggers and actions
Integrate Fulcrum and Teamwork CRM 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
Deal created
Triggers when a new deal is created
Contact updated
Triggers when a contact is updated
Note created
Triggers when a new note is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Deal updated
Triggers when a deal is updated
Company updated
Triggers when a company is updated
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create lost reason
Creates a new lost reason
Create note
Creates a new note
Create deal
Creates a new deal
Create company
Creates a new company
Create product
Creates a new product
What is Fulcrum?
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Custom functions
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