Automate workflows in noCRM

If you are looking to automate certain activities or workflows inside noCRM, then you're in the right place.

This section of the Help Center is where you will find step-by-step tutorials on how to use automation to streamline your sales process.

Note: Learn more about no-code and what else you can do with automation in our no-code Academy.

How to get started

Automations in noCRM are done through third-party apps: Zapier and Make (formerly Integromat).

Learn more about these apps and which to choose here.

Zapier and Make allow you to build workflow automation through two parts:

• Trigger: an event that sets in motion a series of actions you want to happen. E.g.: A new lead is created
• Action(s): an event Zapier/Make executes in noCRM when your trigger event happens. E.g.: Move newly created lead to the step "Contacted".

Featured step-by-step use cases

Start by automating daily repetitive tasks such as assigning incoming leads, setting up sales follow-ups, and sending emails.

Note: Automation workflows are only available in the Sales Essentials or Dream Team edition.

• Schedule a follow-up activity after a lead enters a specific step

  Stay on top of your leads and automate a sales follow-up when they enter a step of your choice

• Assign incoming leads randomly to sales reps

  Ensure all incoming leads are managed by automatically assigning them to sales reps

• Send an email to leads entering a specific step

  Automate your follow-up emails when leads enter a specific step in the pipeline of your choice

• Round Robin lead assignment

  Ensure equal distribution of incoming leads among your sales reps in noCRM

• Manual trigger: Send templated emails

  Manually fire off actions from noCRM in other business apps using Zapier. Send templated emails from Gmail to your leads in a click