Integrate Fulcrum with Zendesk Sell
Send information between Fulcrum and Zendesk Sell automatically, without writing any code, using Zoho Flow.
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Add a new contact in Zendesk Sell for each new form submission received via Fulcrum
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Zendesk Sell 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 Zendesk Sell.
Add a new contact in Zendesk Sell for each new form submission received via Fulcrum
Fulcrum + Zendesk Sell
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Supported triggers and actions
Integrate Fulcrum and Zendesk Sell 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 Lead
Triggers when a new lead is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Deal
Create a new deal
What is Fulcrum?
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What is Zendesk Sell?
Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.
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