The no-code academy The no-code academy

#1 no-code resource for sales professionals

noCRM.io An incredibly simple and efficient web based software to help your sales teamstrack to track and close their deals without spending hours filling out forms.

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noCRM pipeline

Table of contents

  1. 1Introduction to no-code
    1. What is no-code
    2. No-code apps
  2. 2How to build your first automated sales workflow
    1. How to get started with automation: automate workflows for streamlined processes
    2. Connect noCRM to Zapier and Make
    3. Assign an incoming lead to a sales rep of your choice
    4. Assign an incoming lead fulfilling a condition to a sales rep
    5. Assign a lead, send an email, move it to the next step, then set it on StandBy for follow-ups
    6. How to build a complete email automation machine using Zapier
  3. 3Introduction to no-code tools
    1. noCRM's no-code toolbox
    2. No-code triggers and actions
    3. Simplified API for business use case implementation
    4. Built-in no-code tools to connect your information system
  4. 4Additional no-code resources
    1. App integrations directory
    2. No-code community directory

No-code apps

No-code apps are designed to help companies ease development challenges such as long build times, difficulty hitting custom requirements, and lack of developers and dedicated tech team.

Can you code?

No: Use one of the no-code apps available that provide a code-free, visual environment to create smarter workflows and automate processes.

Yes: Then you can also use the API to build your processes and add in no-code apps to enrich and simplify your custom solution.

Zapier

An automation platform that allows users to automate repetitive tasks between their different apps through a visual web interface.

Users can create custom workflows known as "zaps", each composed of one Trigger event that kicks off one or a series of Actions. With more than 3000 apps supported in Zapier, you can integrate many tools in your tech stack to create your ideal automation.

Zapier uses two main concepts: Trigger and Action to start and complete your workflow, but you can further enrich your commands with Filters; Add conditions to your database before launching your automation.

Example: A zap might be set up to create a new row on a Google Sheet (Action) for every new Trello card added to the board of your choice (Trigger), only if it doesn't already exist in your Google Sheet (filter).

Pricing: Zapier offers 5 plans including a free one. Paid plans start at $19.99 USD.

Beginner-friendly | Linear workflows | Limited workflow complexity | 4,000+ apps supported | English

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Make

An advanced integration platform with powerful features for passing data between apps and automating manual processes. While it's a no-code automation tool, it also allows for simple programming.

Similar to Zapier, Make allows "If this happens... do this" operations. Users choose the Trigger event to deploy their automation workflows known as "Scenarios", and add more modules such as filters, functions, and Actions.

Unlike Zapier, Make processes historical data and offers powerful features for advanced users to build more complex and larger workflows as well as a more flexible visual builder.

Example: Set up a scenario to add new leads in noCRM.io for every Google Sheet row, old and new, and communicate the lead addition internally in Slack.

Pricing: Make offers 6 plans including a free one. Paid plans start at $9 USD.

Advanced features | Simple + Complex workflows | Historical data processing | 1,000+ supported apps | English + Czech

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noCRM.io built-in tools

Additionally to those two apps, noCRM has developed several tools to customize your interface and allow you to integrate with third-party apps. You can easily add a lead widget with data coming from third-party apps, integrate forms, and add personalized actions that trigger events outside of noCRM. You can create simple event-based notifications that are sent by email or use our webhooks and API to build more complex stuff (but as mentioned before, this requires a bit of coding knowledge).

Learn more

Next read: What is low-code?

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