Integrate Fulcrum with Contactually

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

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Create a new contact in Contactually whenever a form is submitted through Fulcrum

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Contactually 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 creates or updates the details of a contact in Contactually.
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Create a new contact in Contactually whenever a form is submitted through Fulcrum

Fulcrum + Contactually

Build your own integrations between Fulcrum and Contactually

Connect Fulcrum and Contactually 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 Contactually 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 bucketed contact

Triggers when a contact is added to the selected bucket

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create or update contact

Creates or updates the details of a contact

Create task

Creates a new task

Create interaction

Creates a new interaction with a contact

Fetch bucket

Fetches the details of an existing bucket

Fetch contact

Fetches a contact by email

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 Contactually?

Contactually is a CRM application that lets you sync communication history. You can set up custom templates, track deal status with pipelines, and create reminders to connect with your contacts.

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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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