Integrate Fulcrum with Teamwork CRM
Send information between Fulcrum and Teamwork CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Teamwork CRM whenever a form is submitted through Fulcrum
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Teamwork CRM 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 Teamwork CRM.
Create a new contact in Teamwork CRM whenever a form is submitted through Fulcrum
Fulcrum + Teamwork CRM
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Supported triggers and actions
Integrate Fulcrum and Teamwork CRM 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
Contact created
Triggers when a new contact is created
Deal updated
Triggers when a deal is updated
Note created
Triggers when a new note is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Contact updated
Triggers when a contact is updated
Company updated
Triggers when a company is updated
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create deal
Creates a new deal
Create note
Creates a new note
Create contact
Creates a new contact
Create lost reason
Creates a new lost reason
Create product
Creates a new product
Fetch product
Fetches the details of an existing product
Fetch company
Fetches the details of an existing company
Fetch deal
Fetches the details of an existing deal
Fetch contact
Fetches the details of an existing contact
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