Integrate noCRM.io with Teambook

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

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Supported triggers and actions

Integrate noCRM.io and Teambook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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 created

Triggers when a new lead is created

Lead content updated

Triggers when the content of a lead is updated

Lead step updated

Triggers when a lead is updated to the selected step

Lead deleted

Triggers when a lead is deleted

Lead status updated

Triggers when a lead is updated to the selected status

Project created

Triggers when a new project is created

User added

Triggers when a new user is added

Client added

Triggers when a new client is added

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

Update lead status

Updates the status of the specified lead

Add tags

Adds tags to the specified lead

Update lead step

Updates the step of the specified lead

Fetch lead

Fetches details of an existing lead by email address

Fetch prospecting list

Fetches details of an existing prospecting list by title

Create user

Creates a new user

Create project

Creates a new project

Create client

Creates a new client

Create booking

Creates a new booking

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

What is Teambook?

Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.

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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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