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noCRM is a SaaS lead management software that helps the sales team turn prospects into customers, fill in fewer forms, make more calls, close more deals.
When this happens (Triggers)
Do this (Actions)
Create task Creates a new task.
Update task Updates an existing task.
Create contact Creates a new contact.
Update contact Updates an existing contact.
Create company Creates a new company.
Update company Updates an existing company.
Create deal Creates a new deal.
Update deal Updates an existing deal.
Call init When a call start.
Call hangup When the call hangup.
Create callback When the caller create a new callback request.
New Lead Triggers when a new lead is created.
New Lead Assigned Triggers when a new lead is assigned.
New Lead Status Changed To Triggers when a new lead status gets changed.
New Lead Content Changed Triggers when a new lead content is changed.
Lead Deleted Triggers when a new lead is deleted.
New Unassigned Lead Triggers when a new lead is unassigned.
New Task Status Changed To Triggers when a new task status gets changed.
Create Lead Create a new lead.
Find Lead Finds a lead from an email address.
Log an Activity Log an activity on a specific lead based on the parameters given. This action only works for expert editon.
Add Comment Create a comment on a specific lead based on the parameters given. This action only works for expert edition.
Change Step Change the step of a lead.
Change Status Change the status of a lead.
Create task (Coming soon) Creates a new task.
Create contact (Coming soon) Creates a new contact.
Create company (Coming soon) Creates a new company.