![](https://flow-ca-public.nimbuspop.com/flow-apps/fulcrum.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Integrate Fulcrum with Wealthbox CRM
Send information between Fulcrum and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/fulcrum.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create a new contact in Wealthbox CRM for each form entry generated by Fulcrum
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Wealthbox CRM 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 Wealthbox CRM.
![](https://flow-ca-public.nimbuspop.com/flow-apps/fulcrum.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create a new contact in Wealthbox CRM for each form entry generated by Fulcrum
Fulcrum + Wealthbox CRM
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Fulcrum and Wealthbox CRM
Connect Fulcrum and Wealthbox CRM with over 750+ 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 Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/fulcrum.png)
New record
Triggers when a new record is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/fulcrum.png)
Record updated
Triggers when an existing record is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
What is Fulcrum?
Similar apps
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
Similar apps
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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