Integrate Fulcrum with Follow Up Boss
Send information between Fulcrum and Follow Up Boss automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Follow Up Boss whenever a form is submitted through Fulcrum
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Follow Up Boss using the form inputs received in Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new contact in Follow Up Boss.
Create a new contact in Follow Up Boss whenever a form is submitted through Fulcrum
Fulcrum + Follow Up Boss
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Supported triggers and actions
Integrate Fulcrum and Follow Up Boss 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 created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Notify for new inquiry or website event
Notifies you when a new inquiry is received or an event has occurred in your website
Create contact
Creates a new contact
What is Fulcrum?
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What is Follow Up Boss?
Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.
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