Fulcrum

Fulcrum + Insightly Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Fulcrum and Insightly, with as many as 27 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Fulcrum + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Record Created

Triggers when a new record is created.

Create Contact

Create a new contact in your Insightly account.

Record Status Changed

Triggers when the status is changed on a record.

Create Task

Create a new task in your Insightly account.

Record Assigned

Triggers when a record is assigned to a user.

Create Note

Create a new note in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Project

Creates a new project in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Opportunity

Create a new opportunity in your Insightly account.

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Fulcrum is a mobile data collection tool that allows users to easily design custom forms and quickly conduct field data collection on Android and iOS. Fulcrum works in connected and disconnected environments.

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

See Insightly Integrations