Integrate Fulcrum with Syncro

Send information between Fulcrum and Syncro automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Add a new contact in Syncro for each new form submission received via Fulcrum

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Syncro from the responses collected via Fulcrum.

How it works
  1. The flow triggers when a new record is created in Fulcrum.
  2. Zoho Flow creates a new contact in Syncro.
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Add a new contact in Syncro for each new form submission received via Fulcrum

Fulcrum + Syncro

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Add a new customer in Syncro for each new form submission received via Fulcrum

Capture customer details in real-time by linking form submissions to your PSA, RMM, and Remote Session platform. This flow will generate a new customer in Syncro using the form responses obtained from Fulcrum.

How it works
  1. The flow triggers when a new record is created in Fulcrum.
  2. Zoho Flow creates a new customer in Syncro.
+

Add a new customer in Syncro for each new form submission received via Fulcrum

Fulcrum + Syncro

Build your own integrations between Fulcrum and Syncro

Connect Fulcrum and Syncro with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Fulcrum and Syncro 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

Payment created

Triggers when a new payment is created

Vendor added

Triggers when a new vendor is added

Purchase order created

Triggers when a new purchase order is created

Ticket added

Triggers when a new ticket is added

RMM alert created

Triggers when a new RMM alert is created

Invoice added

Triggers when a new invoice is added

Item added

Triggers when a new item is added

Product added

Triggers when a new product is added

Contract added

Triggers when a new contract is added

Lead added

Triggers when a new lead is added

Asset created

Triggers when a new asset is created

Appointment added

Triggers when a new appointment is added

Customer added

Triggers when a new customer is added

Contact added

Triggers when a new contact is added

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice

Create appointment

Creates a new appointment

Create product

Creates a new product

Create payment

Creates a new payment

Create contact

Creates a new contact

Create vendor

Creates a vendor

Create lead

Creates a new lead

Create ticket

Creates a ticket

Create contract

Creates a new contract

Create customer

Creates a new customer

What is Fulcrum?

Fulcrum lets you design custom forms and deploy them on multiple platforms. You can collect signatures, automatically capture location, and easily visualize collected data with reports.

Forms Survey

What is Syncro?

Syncro is a PSA, RMM, and Remote Session platform designed specifically for Managed Service Providers and IT admins.

CRM Helpdesk ITSM

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

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

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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