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
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
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new contact in Syncro.
Add a new contact in Syncro for each new form submission received via Fulcrum
Fulcrum + Syncro
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
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new customer in Syncro.
Add a new customer in Syncro for each new form submission received via Fulcrum
Fulcrum + Syncro
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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
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