Integrate Fulcrum with Agendor
Send information between Fulcrum and Agendor automatically, without writing any code, using Zoho Flow.
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Create a new person in Agendor for every form entry from Fulcrum
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Agendor using the form inputs received in Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a person . in Agendor.
Create a new person in Agendor for every form entry from Fulcrum
Fulcrum + Agendor
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Supported triggers and actions
Integrate Fulcrum and Agendor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record updated
Triggers when an existing record is updated
New record
Triggers when a new record is created
Deal created
Triggers when a new deal is created
Person updated
Triggers when the details of a person is updated
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
Deal updated
Triggers when a the details of a deal is updated
Company updated
Triggers when the details of a company is updated
All Actions - Actions are the automated tasks
Create company deal
Creates a new company deal
Create person
Creates a person .
Create company
Creates a new company
Create person deal
Creates a person deal
Update deal status
Updates the status of the specified deal
Update person
Updates the details of the specified person
Update company
Updates the details of the specified company
Update deal
Updates the basic details of the specified deal
Fetch company
Fetches the details of an existing company
Fetch person
Fetch the details of the specified person
Fetch user
Fetches the details of the specified user
What is Fulcrum?
Similar apps
What is Agendor?
Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions 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 >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
