Change steps in noCRM.io when new leads are assigned
Efficiently manage your leads within noCRM.io with this streamlined workflow. As soon as a new lead is assigned within your noCRM.io system, this setup immediately advances the lead's progress to the next step. With this automation, you enhance the speed and effectiveness of your lead management, keeping your business running smoothly and your clients satisfied.
Efficiently manage your leads within noCRM.io with this streamlined workflow. As soon as a new lead is assigned within your noCRM.io system, this setup immediately advances the lead's progress to the next step. With this automation, you enhance the speed and effectiveness of your lead management, keeping your business running smoothly and your clients satisfied.
- When this happens...
New Lead AssignedTriggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Change Step
Change the step of a lead
ActionWriteCreate a new record or update an existing record in your app.
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Event Name
Status Event NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event Name
Status Event NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.LeadRequired
User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
New Lead's TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Step NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Tag NamesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AmountRequired
Probability (0-100)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Status
Tags
Include unassigned leads
Include Unassigned Explanation
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Status
Tags
Include unassigned leads
Include Unassigned Explanation
TitleRequired
Description addon
Field Explanation
User Email
Creation date
Step Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Event Name
Step Event NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event Name
Prospecting list
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.LeadRequired
Attachment nameRequired
AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item ID (Lead or Prospect)Required
Simplified API pathRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unassigned Explanation
LeadRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
ActivityRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospecting ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Description addon
Field Explanation
User Email
Tags
Creation date
Step Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Estimated closing dateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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