Integrate Capsule CRM with noCRM.io

Send information between Capsule CRM and noCRM.io automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Capsule CRM and noCRM.io using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Organization

Triggers when a new organization is created

New Person

Triggers when a new person is created on Capsule CRM

New Task

Triggers when a new open task is created

New User

Triggers when a new user is added

New Case

Triggers when a new case is created

New Opportunity

Triggers when a new opportunity is created

Unassigned lead created

Triggers when a lead is created and unassigned

Manual trigger

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

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

All Actions - Actions are the automated tasks

Create Person

Creates a new person on Capsule CRM

Create Case

Creates a new case

Create Task

Creates a new task

Create Opportunity

Creates a new opportunity

Find person

Finds the details of the specified person by ID

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

Create row

Creates a new row for the specified prospect

Update lead step

Updates the step of the specified lead

Update lead status

Updates the status 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 Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

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

Build comprehensive workflows using

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

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.

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Sales Director, Artico

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CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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