Integrate Fulcrum with Sellf
Send information between Fulcrum and Sellf automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Sellf for each form entry made in Fulcrum
Streamline your contact management by integrating forms with your organization software to capture details directly This workflow will generate a new person in Sellf 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 Sellf.
Add a new person in Sellf for each form entry made in Fulcrum
Fulcrum + Sellf
Build your own integrations between Fulcrum and Sellf
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Supported triggers and actions
Integrate Fulcrum and Sellf 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 Deal
Triggers when a new deal is created
New Company
Triggers when a new company is created
New Person
Triggers when a new person is created
New Deal in Pipeline Stage
Triggers when a deal enters a specific pipeline stage
All Actions - Actions are the automated tasks
Fetch Person
Fetches an existing person
Create Deal
Creates a new deal
Create Person
Creates a new person
Create Company
Creates a new company
Fetch Company
Fetches an existing company
What is Sellf?
Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.
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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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
