Integrate Fulcrum with EngageBay
Send information between Fulcrum and EngageBay automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in EngageBay 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 EngageBay 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 EngageBay.
Create a new contact in EngageBay whenever a form is submitted through Fulcrum
Fulcrum + EngageBay
Generate a new contact in EngageBay upon form submission in Fulcrum
Capture data directly from form submissions to eliminate human errors in data entry. This flow will generate a new contact in EngageBay whenever a response is received from Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new contact in EngageBay.
Generate a new contact in EngageBay upon form submission in Fulcrum
Fulcrum + EngageBay
Build your own integrations between Fulcrum and EngageBay
Connect Fulcrum and EngageBay 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 EngageBay 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
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create deal
Creates a new deal
Create event
Creates a new event
Create company
Creates a new company
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
What is EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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CEO, iDAYit
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Director, Perth Security Services
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Toto
Technical Engineer, Master Liveaboards
