Integrate Fulcrum with Contactually
Send information between Fulcrum and Contactually automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates or updates the details of a contact in Contactually.
Create a new contact in Contactually whenever a form is submitted through Fulcrum
Fulcrum + Contactually
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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
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