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noCRM.io + RepCard

Create noCRM.io leads from new RepCard contacts

Effortlessly follow up on new contacts in RepCard by transforming them into leads in noCRM.io. With this automation, each time a new contact is added in RepCard, a lead will be created in noCRM.io, ensuring that you never miss a potential business opportunity again. Save time and streamline your sales process by integrating RepCard and noCRM.io through this simple workflow.

Effortlessly follow up on new contacts in RepCard by transforming them into leads in noCRM.io. With this automation, each time a new contact is added in RepCard, a lead will be created in noCRM.io, ensuring that you never miss a potential business opportunity again. Save time and streamline your sales process by integrating RepCard and noCRM.io through this simple workflow.

  1. When this happens...
    RepCardRepCard
    New Contact

    Triggers when new contact is created. (Lead, Customer, Recruit, etc.).

    TriggerInstant
  2. automatically do this!
    noCRM.ionoCRM.io
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Trigger when any appointment is changed to the status(s) below:Required

    Trigger
    Instant
    Try It
  • RepCard triggers, actions, and search

    New Contact

    Triggers when new contact is created. (Lead, Customer, Recruit, etc.).

    Trigger
    Instant
    Try It
    • Trigger when any contact is changed to the status(s) below:

    Trigger
    Instant
    Try It
    • EventRequired

    • First Name

    • Last Name

    • Ticket NumberRequired

    • Email

    • Phone Number

    • Company Name

    • Ticket TypeRequired

    Action
    Write
  • RepCard triggers, actions, and search

    Appointment Set

    Triggers when a new Appointment is created for any contact.

    Trigger
    Instant
    Try It
    • Trigger when any user registered to the Event belowRequired

    Trigger
    Instant
    Try It
    • Appointment Title

    • First NameRequired

    • Last Name

    • Email

    • Phone Country Code

    • Phone Number

    • Address

    • State

    • City

    • Zip Code

    • Meeting Location

    • Meeting Link

    • Notes

    • CalendarRequired

    • SetterRequired

    • Closer

    • Appointment Start TimeRequired

    • Appointment End TimeRequired

    Action
    Write
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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
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
repcard logo
repcard logo

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Related categories