Integrate noCRM.io with Capsule CRM
Send information between noCRM.io and Capsule CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate noCRM.io and Capsule CRM 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 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
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
All Actions - Actions are the automated tasks
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
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
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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What is Capsule CRM?
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Logic
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Custom functions
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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