Integrate Fulcrum with HighLevel
Send information between Fulcrum and HighLevel automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in HighLevel each time a form is filled out in Fulcrum
Enable immediate follow-up with leads by accelerating contact addition to the marketing database. This flow will create a new contact in HighLevel for new responses received from Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new contact in HighLevel.
Create a new contact in HighLevel each time a form is filled out in Fulcrum
Fulcrum + HighLevel
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Supported triggers and actions
Integrate Fulcrum and HighLevel 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
Pipeline stage changed
Triggers when the stage of an existing pipeline is changed
Contact tag added or removed
Triggers when a new contact tag is added or an existing contact is removed
Opportunity status changed
Triggers when the status of an opportunity is changed
Contact updated
Triggers when the details of an existing contact are updated
Contact added
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Add contact to campaign
Adds a contact to an existing campaign
Create opportunity
Creates a new opportunity
Create task
Creates a new task
Add tag to contact
Adds a tag to the specified contact
Create business
Creates a new business
Create contact
Creates a new contact
Create user
Create a new user
Update user
Update the details of an existing user by ID
Update contact
Update the details of an existing contact by ID
Update opportunity
Update the details of an existing opportunity by ID
Fetch contact
Fetches the details of an existing contact by query
Remove tag from contact
Removes a tag from the specified contact
Remove contact from campaign
Removes a contact from an existing campaign
What is Fulcrum?
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What is HighLevel?
HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, 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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
