Integrate Fulcrum with TeamWave
Send information between Fulcrum and TeamWave automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in TeamWave for each form entry made in Fulcrum
Streamline your contact management by integrating forms with your integrated business suite to capture details directly This flow will create a new person in TeamWave from the responses collected via Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new person in TeamWave.
Add a new person in TeamWave for each form entry made in Fulcrum
Fulcrum + TeamWave
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Supported triggers and actions
Integrate Fulcrum and TeamWave 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
All Actions - Actions are the automated tasks
Create activity
Creates a new activity
Create deal
Creates a new deal
Create event
Creates a new event
Create task
Creates a new task
Create person
Creates a new person
Create task list
Creates a new task list
Create organization
Creates a new organization
Create project
Creates a new project
Create milestone
Creates a new milestone
Update organization
Updates the details of an existing organization
Update event
Update the details of an existing event
Update task
Updates the details of an existing task
Update person
Updates the details of an existing person
Update deal
Updates the details of an existing deal
What is Fulcrum?
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What is TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
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