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Insightly + Fulcrum Integrations

How to connect Insightly + Fulcrum

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Supported triggers and actions

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How Insightly + Fulcrum Integrations Work

  1. Step 1: Authenticate Insightly and Fulcrum.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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insightly logo
insightly logo
insightly logo

About Insightly

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.
Learn More

Related categories

  • CRM (Customer Relationship Management)

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fulcrum logo
fulcrum logo
fulcrum logo

About Fulcrum

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.

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