noCRM.io

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App Description

noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.

Category : CRM

Triggers

Manual trigger

Triggers according to the conditions set up manually in noCRM.io

Lead deleted

Triggers when a lead is deleted

Updated lead status

Triggers when a lead is updated to the selected status

Updated lead step

Triggers when a lead is updated to the selected step

New lead

Triggers when a new lead is created

Updated lead content

Triggers when the content of a lead is updated

New unassigned lead

Triggers when a lead is created and unassigned

Actions

Create row

Create a new row for the specified prospect

Add amount and probability

Adds the amount and probability details for a lead

Add comment

Adds a new comment to the specified lead

Create lead

Creates a new lead

Add tags

Adds tags to the specified lead

Update lead step

Updates the step of the specified lead

Update lead status

Updates the status of the specified lead

Fetch prospecting list

Fetches a prospecting list by title

Fetch lead

Fetches a lead by email

How Zoho Flow Works

Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.