Integrate Fulcrum with Livespace
Send information between Fulcrum and Livespace automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Livespace when a form is submitted through Fulcrum
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in Livespace using the form inputs received in Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new person in Livespace.
Create a new person in Livespace when a form is submitted through Fulcrum
Fulcrum + Livespace
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Supported triggers and actions
Integrate Fulcrum and Livespace 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
Person created
Triggers when a new person is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create company
Creates a new company
Add person note
Adds a note to the specified person
Add deal note
Adds a note to the specified deal
Add company note
Adds a note to the specified company
Create task
Creates a new task
Create person
Creates a new person
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing person
Update company
Updates the details of an existing company
Fetch company
Fetches the details of an existing company
Fetch deal
Fetches the details of an existing deal
Fetch person
Fetches the details of an existing person
What is Fulcrum?
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What is Livespace?
Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.
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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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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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Toto
Technical Engineer, Master Liveaboards
