Integrate Fulcrum with Salesflare

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

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Create a contact in Salesflare each time a form is filled out on Fulcrum

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Salesflare the form responses received in Fulcrum.

How it works
  1. The flow triggers when a new record is created in Fulcrum.
  2. Zoho Flow creates a new contact in Salesflare.
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Create a contact in Salesflare each time a form is filled out on Fulcrum

Fulcrum + Salesflare

Build your own integrations between Fulcrum and Salesflare

Connect Fulcrum and Salesflare with over 700+ 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 Salesflare 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 task

Triggers when a new task is created

New account

Triggers when a new account is created

New opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

Create call

Creates a new call

Create account

Creates a new account

Create contact

Creates a new contact

Add user to account

Adds an existing user to the selected account

Add contact to account

Adds an existing contact to the selected account

Create meeting

Creates a new meeting

Create task

Creates a new task

Create opportunity

Creates a new opportunity

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch user

Fetches a user by ID, name, or email

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch person

Fetches a person by ID, name, or email

Fetch account

Fetches an account by ID, name, domain, or tags

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 Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

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 >

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

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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