Integrate Fulcrum with Nutshell

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

Explore prebuilt integration flows to get started

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Add a new person in Nutshell for each form entry made in Fulcrum

Save time and reduce errors by capturing contact details directly from forms into your sales automation and CRM. This workflow will generate a new person in Nutshell using the form inputs received in Fulcrum.

How it works
  1. The flow triggers when a new record is created in Fulcrum.
  2. Zoho Flow creates a new person in Nutshell.
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Add a new person in Nutshell for each form entry made in Fulcrum

Fulcrum + Nutshell

Build your own integrations between Fulcrum and Nutshell

Connect Fulcrum and Nutshell with over 1000+ 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 Nutshell 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

Company created

Triggers when a new company is created

Lead added

Triggers when a new lead is added

Person created

Triggers when a new person is created

Lead won

Triggers when a new lead is won

Activity created

Triggers when a new activity is created

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create company

Creates a new company

Create person

Creates a new person

Fetch lead

Fetches the details of an existing lead by email address of associated contact

Fetch account

Fetches the details of an existing account by name

Fetch person

Fetches the details of an existing person by email address

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 Nutshell?

Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.

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 >

With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.

Hitesh Matlani

Director - Business Development and Operations, Avid Brio

Zoho Flow saves me a lot of time and effort. With my workflows set up, when I wake up in the morning, the repetitive tasks that I used to have to do manually are done for me automatically.

Paul Jozsef

Owner, Paul Jozsef Counselling & Coaching

Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.

Ferdinando Ploschberger

Business Controller & Process Transformation Manager, LMDP (La Maison des parents d’enfants handicapés)

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