Integrate Fulcrum with Contactually

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

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Create a new contact in Contactually whenever a form is submitted through Fulcrum

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Contactually 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 or updates the details of a contact in Contactually.
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Create a new contact in Contactually whenever a form is submitted through Fulcrum

Fulcrum + Contactually

Build your own integrations between Fulcrum and Contactually

Connect Fulcrum and Contactually with over 850+ 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 Contactually 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

New contact

Triggers when a new contact is created

New bucketed contact

Triggers when a contact is added to the selected bucket

All Actions - Actions are the automated tasks

Create interaction

Creates a new interaction with a contact

Create or update contact

Creates or updates the details of a contact

Create task

Creates a new task

Fetch contact

Fetches a contact by email

Fetch bucket

Fetches the details of an existing bucket

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 Contactually?

Contactually is a CRM application that lets you sync communication history. You can set up custom templates, track deal status with pipelines, and create reminders to connect with your contacts.

CRM

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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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