Integrate Fulcrum with Onpipeline

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

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Create a new person in Onpipeline for every form entry from Fulcrum

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will generate a new person in Onpipeline 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 adds a new contact person in Onpipeline.
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Create a new person in Onpipeline for every form entry from Fulcrum

Fulcrum + Onpipeline

Build your own integrations between Fulcrum and Onpipeline

Connect Fulcrum and Onpipeline 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 Onpipeline 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

Event updated

Triggers when a calendar event is updated

Deal updated

Triggers when an existing deal is updated

Person added

Triggers when a new contact person is added

Deal updated as won

Triggers when a deal is updated as won

Deal created

Triggers when a new deal is created

Organization created

Triggers when a new organization is created

Event created

Triggers when a new calendar event is created

All Actions - Actions are the automated tasks

Add organization

Adds a new organization

Create deal

Creates a new deal

Add lead

Creates a new lead

Add person

Adds a new contact person

Update organization

Updates the details of an existing organization

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing contact person

Fetch organization

Fetches the details of an existing organisation by name

Fetch person

Fetches the details of an existing person by full name

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 Onpipeline?

Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.

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 >

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CEO, Lakeside CNC Group

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Josh Lucas

Head of Operations, AAA Band Rentals

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