Integrate Fulcrum with Holded
Send information between Fulcrum and Holded automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Holded for each form entry generated by Fulcrum
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Holded 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 contact in Holded.
Create a new contact in Holded for each form entry generated by Fulcrum
Fulcrum + Holded
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Supported triggers and actions
Integrate Fulcrum and Holded 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
Service created
Triggers when a new service is created
Contact group created
Triggers when a new contact group is created
Product created
Triggers when a new product is created
Warehouse created
Triggers when a new warehouse is created
Employee created
Triggers when a new employee is created
Sales channel created
Triggers when a new sales channel is created
Contact created
Triggers when a new contact is created
Project created
Triggers when a new project is created
Payment created
Triggers when a new payment is created
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create sales channel
Creates a new sales channel
Create contact group
Creates a new contact group
Create contact
Creates a new contact
Create warehouse
Creates a new warehouse
Create document
Creates a new document
Create product
Creates a new product
Create payment
Creates a new payment
Create project
Creates a new project
Create service
Creates a new service
Create task
Creates a new task
Create employee
Creates a new employee
Update sales channel
Updates the details of an existing sales channel
Update contact
Updates the details of an existing contact
Update employee
Updates the details of an existing employee
Update warehouse
Updates the details of an existing warehouse
Update service
Updates the details of an existing service
Update project
Updates the details of an existing project
Update document
Updates the details of an existing document
Update contact group
Updates the details of an existing contact group
Fetch contact group
Fetches the details of an existing contact group using ID
Fetch product
Fetches the details of an existing product using ID
Fetch document
Fetches the details of an existing document using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch task
Fetches the details of an existing task using ID
Fetch project
Fetches the details of an existing project using ID
Fetch service
Fetches the details of an existing service using ID
Fetch payment
Fetches the details of an existing payment using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch warehouse
Fetches the details of an existing warehouse using ID
Fetch sales channel
Fetches the details of an existing sales channel using ID
What is Holded?
Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.
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