Integrate Fulcrum with LionDesk

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

Explore prebuilt integration flows to get started

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Create a contact in LionDesk each time a form is filled out on Fulcrum

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in LionDesk using the form inputs received in Fulcrum.

How it works
  1. The flow triggers when a new record is created in Fulcrum.
  2. Zoho Flow creates a new contact in LionDesk.
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Create a contact in LionDesk each time a form is filled out on Fulcrum

Fulcrum + LionDesk

Build your own integrations between Fulcrum and LionDesk

Connect Fulcrum and LionDesk with over 800+ 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 LionDesk 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 task

Triggers when a new task is created

New event

Triggers when a new event is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user is added

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create contact

Creates a new contact

Create event

Creates a new event

Fetch contact

Fetches an existing contact

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 LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

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 >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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