CRMIn development

NoCRM.io

noCRM.io is a lead management software designed to help sales teams track and close deals efficiently.

In development

Cataloged and scoped, not yet available to run in production.

9: actions

Integrations

View provider documentation

Actions

Operations this integration can perform.

Add a tag to a lead

Tool to add a tag to a lead. Use when you need to assign one or more tags to a specified lead via noCRM.io.

Append to lead's description

Tool to append text to the lead's description. Use when you need to add context incrementally without overwriting. Example: Append 'Left voicemail' to lead 1234.

Assign Lead to User

Tool to assign a lead to a user. Use when reassigning a lead to the correct owner to trigger assignment notification.

Change Lead Status to Cancelled

Tool to change a lead's status to 'Cancelled'. Use after confirming no further follow-up is needed and the lead should be marked as cancelled.

Change lead status standby

Tool to change a lead's status to 'StandBy'. Use when scheduling follow-up after determining the next contact should occur in a set number of days.

Create Lead

Tool to create a new lead. Use when adding a fresh prospect to your pipeline via noCRM.io. Example: Create a lead titled 'ACME Corp' assigned to a user.