Integrate Fulcrum with OnePageCRM
Send information between Fulcrum and OnePageCRM automatically, without writing any code, using Zoho Flow.
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Add a new contact in OnePageCRM for each new form submission received via Fulcrum
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in OnePageCRM the form responses received in Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new contact in OnePageCRM.
Add a new contact in OnePageCRM for each new form submission received via Fulcrum
Fulcrum + OnePageCRM
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Supported triggers and actions
Integrate Fulcrum and OnePageCRM 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
New contact
Triggers when a new contact is created
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
Deal won
Triggers when a deal is won
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
What is Fulcrum?
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