Integrate Fulcrum with Livespace

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

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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
  1. The flow triggers when a new record is created in Fulcrum.
  2. Zoho Flow creates a new person in Livespace.
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Create a new person in Livespace when a form is submitted through Fulcrum

Fulcrum + Livespace

Build your own integrations between Fulcrum and Livespace

Connect Fulcrum and Livespace with over 650+ 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 Livespace 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

Person created

Triggers when a new person is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create company

Creates a new company

Add person note

Adds a note to the specified person

Add deal note

Adds a note to the specified deal

Add company note

Adds a note to the specified company

Create task

Creates a new task

Create person

Creates a new person

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing person

Update company

Updates the details of an existing company

Fetch company

Fetches the details of an existing company

Fetch deal

Fetches the details of an existing deal

Fetch person

Fetches the details of an existing person

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 Livespace?

Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.

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 >

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

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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