Send a document for signature from the chat and answer where it is without leaving it.
Get more done with Tidio and Fulcrum integration
Turn what customers report into Fulcrum field records, and answer with what the crew found.
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Contact sales
Integration availability depends on your Tidio plan.
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Category
Workflows
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Fulcrum
Raise the job from the report
A problem described in Tidio becomes a Fulcrum record with the address, the description and any photo the customer sent.
Tell them what was found
Once the Fulcrum submission is in, the conversation is updated with the outcome, so the customer is not waiting on a phone call that never comes.
Use the photos
Media captured in the field can be shared in the chat, which settles most disagreements about what condition something was in.
Keep the trail
Every conversation is linked to its Fulcrum record, so an inspection and the customer contact around it are not two separate stories.
Overview
Fulcrum is how field teams capture inspections, photos and site data on a phone. The problem it does not solve is the customer at the other end asking what happened. Connected to Tidio through Zapier or the Tidio API, a report in a chat becomes a Fulcrum record with the location and details attached, and once the crew has submitted their findings the answer comes back to the same conversation.
Key features
- Create a Fulcrum record from what the customer described, with their location
- Answer with the findings using the Fulcrum submission the crew completed
- Share the evidence including the photos captured in the field
- Track where it stands so a site visit does not go quiet for a week
Fulcrum
Workflows
Tags
Workflow Automation
Lead Capture
How it works
Connect Fulcrum in minutes
1
Connect Tidio and Fulcrum
Link them with Zapier or the Tidio API and choose which Fulcrum forms a conversation may create records in.
2
Map the fields
Decide what the chat captures, where it lands in the Fulcrum form and which submissions report back.
3
Close the loop
Fulcrum keeps the field data, and the customer hears the result in the chat they started.
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Frequently asked questions
Common questions about the Fulcrum integration
Can a chat create a job for the field team?
Yes. The conversation captures what is needed and creates the Fulcrum record, so a crew picks it up with the customer's own description rather than a summary.
Do customers see the whole record?
Only what you share. Most teams send the outcome and the relevant photos, and keep the rest of the Fulcrum submission internal.
Is the Fulcrum integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Fulcrum integration.