Integrate Fulcrum with Livespace
Send information between Fulcrum and Livespace automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Livespace when a form is submitted through Fulcrum
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in Livespace using the form inputs received in Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new person in Livespace.
Create a new person in Livespace when a form is submitted through Fulcrum
Fulcrum + Livespace
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Supported triggers and actions
Integrate Fulcrum and Livespace 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
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Person created
Triggers when a new person is created
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create deal
Creates a new deal
Create task
Creates a new task
Add deal note
Adds a note to the specified deal
Create company
Creates a new company
Add company note
Adds a note to the specified company
Add person note
Adds a note to the specified person
Update person
Updates the details of an existing person
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Fetch person
Fetches the details of an existing person
Fetch deal
Fetches the details of an existing deal
Fetch company
Fetches the details of an existing company
What is Fulcrum?
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Toto
Technical Engineer, Master Liveaboards
