Integrate Fulcrum with Pipedrive
Send information between Fulcrum and Pipedrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Pipedrive for each form entry generated by Fulcrum
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Pipedrive 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 person for the selected organization in Pipedrive.
Create a new contact in Pipedrive for each form entry generated by Fulcrum
Fulcrum + Pipedrive
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Supported triggers and actions
Integrate Fulcrum and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New record
Triggers when a new record is created
Record updated
Triggers when an existing record is updated
Note created
Triggers when a new note is added
Deal updated
Triggers when any detail of an existing deal is updated
Pipeline created
Triggers when a new pipeline is created
Product created
Triggers when a new product is created
Organization updated
Triggers when any detail of an existing organization is updated
Activity created
Triggers when a new activity is created
Lead updated
Triggers when any detail of an existing lead is updated
Product updated
Triggers when any detail of an existing product is updated
Lead created
Triggers when a new lead is created
Note updated
Triggers when an existing note is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Organization created
Triggers when a new organization is created
Contact person created
Triggers when a new contact person is created
Pipeline stage created
Triggers when a new pipeline stage is created
Deal created
Triggers when a new deal is created
Activity updated
Triggers when any detail of an existing activity is updated
All Actions - Actions are the automated tasks
Create contact person
Creates a contact new person
Create activity
Creates a new activity
Create product
Creates a new project
Create organization
Creates a new organization
Create note
Creates a new note for the selected lead, deal, person, or organization
Create lead
Creates a new lead
Add products to a deal
Adds multiple products to a deal
Create deal
Creates a new deal
Update contact person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Update product
Updates the details of an existing product
Update lead
Updates the details of an existing lead
Update activity
Updates the details of an existing activity
Fetch user
Fetches the details of an existing user
Fetch organization
Fetches the details of an existing organization
Fetch product
Fetches the details of an existing product
Fetch activity
Fetches the details of an existing user activity
Fetch contact person
Fetches the details of an existing contact person
Fetch lead
Fetches the details of an existing lead
Fetch deal
Fetches the details of an existing deal
Fetch field options
Fetches the specific field options by using its ID or name
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
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
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Technical Engineer, Master Liveaboards
