Integrate Fulcrum with Agile CRM

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

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Create a new contact in Agile CRM for each form entry generated by Fulcrum

Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Agile CRM 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 Agile CRM.
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Create a new contact in Agile CRM for each form entry generated by Fulcrum

Fulcrum + Agile CRM

Build your own integrations between Fulcrum and Agile CRM

Connect Fulcrum and Agile CRM 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 Agile CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New record

Triggers when a new record is created

Record updated

Triggers when an existing record is updated

New Task

Triggers when a new task is created

New Ticket

Triggers when a new ticket is created

New Deal

Triggers when a new deal is created

All Actions - Actions are the automated tasks

Create Ticket

Creates a new ticket

Create Contact

Creates a new contact

Create Company

Creates a new company

Create Task

Creates a task for the selected contact

Create Event

Creates a new event

Create Deal

Creates a new deal

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 Agile CRM?

Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.

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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Rahul Roushan

CEO, OpIndia

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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