Integrate Fulcrum with Copper
Send information between Fulcrum and Copper automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Copper for each form entry made in Fulcrum
Streamline your contact management by integrating forms with your retail marketing software to capture details directly This flow will generate a new person in Copper using the form responses obtained from Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow adds a new person in Copper.
Add a new person in Copper for each form entry made in Fulcrum
Fulcrum + Copper
Build your own integrations between Fulcrum and Copper
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Supported triggers and actions
Integrate Fulcrum and Copper 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
Lead created
Triggers when a new lead is created
Person added
Triggers when a new person is added
Opportunity created
Triggers when a new opportunity is created
Lead updated
Triggers when any detail of an existing lead is updated
Task added
Triggers when a new task is added
Activity created
Triggers when a new activity is created
Person updated
Triggers when any detail of an existing person is updated
All Actions - Actions are the automated tasks
Create or update lead
Creates or updates the details of a lead
Create project
Creates a new project
Add person
Adds a new person
Create company
Creates a new company
Create task
Creates a new task
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create opportunity
Creates a new opportunity
Update opportunity
Updates the details of an existing opportunity
Update company
Updates the details of an existing company
Update project
Updates the details of an existing project
Update person
Updates the details of an existing person
Fetch person
Fetches the details of a person by email
Fetch project
Fetches the details of an existing project by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Fetch company
Fetches the details of an existing company by name
What is Fulcrum?
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What is Copper?
Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.
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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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
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Technical and Operations Head, TruAct
