Integrate Fulcrum with Freshsales
Send information between Fulcrum and Freshsales automatically, without writing any code, using Zoho Flow.
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Add a new contact in Freshsales for each new form submission received via Fulcrum
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Freshsales 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 Freshsales.
Add a new contact in Freshsales for each new form submission received via Fulcrum
Fulcrum + Freshsales
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Supported triggers and actions
Integrate Fulcrum and Freshsales 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
New deal
Triggers when a new deal is created in the selected view
New lead
Triggers when a new lead is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New account
Triggers when a new account is created in the selected view
All Actions - Actions are the automated tasks
Add note to lead
Adds a note to the selected lead
Create deal
Creates a new deal
Create lead
Creates a new lead
Create contact
Creates a new contact
Add note to contact
Adds a note to the selected contact
Update lead
Updates the details of an existing lead
Update contact
Updates the details of an existing contact
Convert lead
Converts a lead to contact
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch lead by email address
Fetches the details of an existing lead by email
What is Fulcrum?
Similar apps
What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
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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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Sales Director, Artico
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
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