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Create business workflows for noCRM.io without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular noCRM.io workflows

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Add new contacts from Moneybird as leads in noCRM

Customers who've already transacted with you might be the perfect leads for future business, as well. Use this flow to automatically add new contacts from Moneybird as a lead in noCRM.

How it works
1. A new contact is added in Moneybird.
2. Zoho Flow automatically adds the new contact as a lead in noCRM.
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Add new contacts from Moneybird as leads in noCRM

Moneybird + noCRM.io

View flow detail
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Unsubscribe prospects in Klenty when a lead is deleted in noCRM.io

Automatically unsubscribe prospects from receiving your messages when they’re no longer a lead in your CRM. Use this flow to unsubscribe prospects from Klenty when they’re deleted as a lead in noCRM.io.

How it works
1. A lead is deleted in noCRM.io.
2. Zoho Flow automatically unsubscribes the deleted prospect in Klenty.
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Unsubscribe prospects in Klenty when a lead is deleted in noCRM.io

noCRM.io + Klenty

View flow detail
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Send message in Textlocal for new leads in noCRM

Sending your new leads a warm welcome message takes a lot of time. But with this flow you can automate that process. Every time a new lead is added in noCRM, a message is automatically sent to the lead from Textlocal.

How it works
1. A new lead is captured in noCRM.
2. Zoho Flow automatically sends a message via Textlocal to the new lead.
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Send message in Textlocal for new leads in noCRM

noCRM.io + Textlocal.in

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Create a new lead in noCRM for new clients in Paymo

Your current clients could be the best prospects for future business if you serve them well. Use this flow to add new clients created in Paymo as a new lead in noCRM.

How it works
1. A new client is added in Paymo.
2. Zoho Flow automatically adds the new client as a lead in noCRM.
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Create a new lead in noCRM for new clients in Paymo

Paymo + noCRM.io

View flow detail
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Add SurveyLegend survey respondents as a lead in noCRM

Automatically add your survey respondents as leads in your CRM. This flow adds respondents of a SurveyLegend survey as leads in noCRM.

How it works
1. A response is obtained for SurveyLegend survey.
2. Zoho Flow adds the respondent as a lead in noCRM.


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Add SurveyLegend survey respondents as a lead in noCRM

SurveyLegend + noCRM.io

View flow detail
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Add new Google Contacts as noCRM leads

You don’t have to add contacts to your CRM manually every time you add a new one to your Contacts app. This flow automatically verifies the email address of the contact added to Google Contacts and then creates a new noCRM lead if the email address is valid.

How it works
1. A contact is added in Google Contacts.
2. Zoho Flow automatically verifies the email address of the contact and then creates a new noCRM lead if the email address is valid.

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Add new Google Contacts as noCRM leads

Google Contacts + NeverBounce + noCRM.io + Send Email

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Create a lead entry in noCRM.io for each new chat session initiated in Chaport

Ensure no opportunity is missed by automatically generating a lead from every live chat session. This flow will add a new lead in noCRM.io each time a new live chat session occurs in Chaport.

How it works
  1. The flow triggers when a new chat is started in Chaport.
  2. Zoho Flow creates a new lead in noCRM.io.
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Create a lead entry in noCRM.io for each new chat session initiated in Chaport

Chaport + noCRM.io

View flow detail
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Create a lead in noCRM.io for new chat sessions in GoSquared

Minimize human errors in data entry and ensure all essential lead information is accurately captured. This flow will add a new lead in noCRM.io each time a new live chat session occurs in GoSquared.

How it works
  1. The flow triggers when a new live chat message is received in GoSquared.
  2. Zoho Flow creates a new lead in noCRM.io.
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Create a lead in noCRM.io for new chat sessions in GoSquared

GoSquared + noCRM.io

View flow detail
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Create a lead entry in noCRM.io for each new chat session initiated in LiveChat

Guarantee that no lead data is omitted or missed with comprehensive lead capture methods. This flow will add a new lead in noCRM.io each time a new live chat session occurs in LiveChat.

How it works
  1. The flow triggers when a new chat is created in LiveChat.
  2. Zoho Flow creates a new lead in noCRM.io.
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Create a lead entry in noCRM.io for each new chat session initiated in LiveChat

LiveChat + noCRM.io

View flow detail

Build your own noCRM.io integrations

Connect noCRM.io with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your noCRM.io workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Unassigned lead created

Triggers when a lead is created and unassigned

Lead content updated

Triggers when the content of a lead is updated

Lead created

Triggers when a new lead is created

Lead step updated

Triggers when a lead is updated to the selected step

Lead status updated

Triggers when a lead is updated to the selected status

Lead deleted

Triggers when a lead is deleted

Manual trigger

Triggers when the conditions set up in noCRM.io are satisfied

All Actions - Actions are the automated tasks

Add comment

Adds a new comment to the specified lead

Add amount and probability

Adds the amount and probability details for a lead

Create row

Creates a new row for the specified prospect

Create lead

Creates a new lead

Update lead status

Updates the status of the specified lead

Update lead step

Updates the step of the specified lead

Add tags

Adds tags to 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 noCRM.io?

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

CRM

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >
Network with us  

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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

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