Integrate noCRM.io with Freshsales
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Supported triggers and actions
Integrate noCRM.io and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New contact
Triggers when a new contact is created in the selected view
New deal
Triggers when a new deal is created in the selected view
New lead
Triggers when a new lead is created in the selected view
New account
Triggers when a new account is created in the selected view
All Actions - Actions are the automated tasks
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
Add note to lead
Adds a note to the selected lead
Create deal
Creates a new deal
Add note to contact
Adds a note to the selected contact
Create lead
Creates a new lead
Create contact
Creates a new contact
Convert lead
Converts a lead to contact
Update lead
Updates the details of an existing lead
Update contact
Updates the details of an existing contact
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch lead by email address
Fetches the details of an existing lead by email
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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