Integrate Agile CRM with noCRM.io
Send information between Agile CRM and noCRM.io automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and noCRM.io using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
Lead deleted
Triggers when a lead is deleted
Lead status updated
Triggers when a lead is updated to the selected status
Lead step updated
Triggers when a lead is updated to the selected step
Lead created
Triggers when a new lead is created
Lead content updated
Triggers when the content of a lead is updated
Unassigned lead created
Triggers when a lead is created and unassigned
Manual trigger
Triggers when the conditions set up in noCRM.io are satisfied
All Actions - Actions are the automated tasks
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Add note to contact
Adds a note to an existing contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
Create lead
Creates a new lead
Create row
Creates 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
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 details of an existing prospecting list by title
Fetch lead
Fetches details of an existing lead by email address
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
What is noCRM.io?
noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
