Integrate Fulcrum with Nutshell

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

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Add a new person in Nutshell for each form entry made in Fulcrum

Save time and reduce errors by capturing contact details directly from forms into your sales automation and CRM. This workflow will generate a new person in Nutshell 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 person in Nutshell.
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Add a new person in Nutshell for each form entry made in Fulcrum

Fulcrum + Nutshell

Build your own integrations between Fulcrum and Nutshell

Connect Fulcrum and Nutshell 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 Nutshell 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

Lead won

Triggers when a new lead is won

Person created

Triggers when a new person is created

Activity created

Triggers when a new activity is created

Lead added

Triggers when a new lead is added

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create person

Creates a new person

Create company

Creates a new company

Fetch lead

Fetches the details of an existing lead by email address of associated contact

Fetch person by id

Fetches the details of an existing person by id

Fetch account by ID

Fetches the details of an existing account by id

Fetch account by name

Fetches the details of an existing account by name

Fetch person by email

Fetches the details of an existing person by email address

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 Nutshell?

Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.

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

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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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