Integrate Fulcrum with Streak

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

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Create a new contact in Streak for each form entry generated by Fulcrum

Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Streak using the form responses obtained from Fulcrum.

How it works
  1. The flow triggers when a new record is created in Fulcrum.
  2. Zoho Flow creates a new contact in Streak.
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Create a new contact in Streak for each form entry generated by Fulcrum

Fulcrum + Streak

Build your own integrations between Fulcrum and Streak

Connect Fulcrum and Streak 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 Streak 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

Box created

Triggers when a new box is created in the selected pipeline

Contact added

Triggers when a new contact is created in the selected team

Stage added

Triggers when a new stage is added to the selected pipeline

Pipeline created

Triggers when a new pipeline is created

Box stage changed

Triggers when the stage of a box in the selected pipeline changes

Contact updated

Triggers when the details of a contact is updated in the selected team

Organization created

Triggers when a new organization is created

Box pipeline changed

Triggers when a box is moved between pipelines

Task created

Triggers when a new task is created in the selected pipeline

Box updated

Triggers when the properties of a box is updated in the selected pipeline

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Add contact to box

Adds a contact to the specified box

Create organization

Creates a new organization

Create comment

Creates a new comment

Create task

Creates a new task in the selected box

Create new box

Creates a new box

Update box

Updates the properties of the specified box

Update organization

Updates the details of an existing organization

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task

Fetch contact

Fetches the details of an existing contact by key or email

Fetch organization

Fetches the details of an existing organization by key or name

Fetch task

Fetches the details of an existing task

Fetch box

Fetches the details of the specified box

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 Streak?

Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.

Contact Management 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 >

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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