Integrate Fulcrum with Follow Up Boss
Send information between Fulcrum and Follow Up Boss automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Follow Up Boss whenever a form is submitted through Fulcrum
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Follow Up Boss 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 contact in Follow Up Boss.
Create a new contact in Follow Up Boss whenever a form is submitted through Fulcrum
Fulcrum + Follow Up Boss
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Supported triggers and actions
Integrate Fulcrum and Follow Up Boss using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record updated
Triggers when an existing record is updated
New record
Triggers when a new record is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Notify for new inquiry or website event
Notifies you when a new inquiry is received or an event has occurred in your website
Create contact
Creates a new contact
What is Fulcrum?
Similar apps
What is Follow Up Boss?
Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.
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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
