Connect with your Favorite Apps
For Expert & Dream Team Editions only
Zapier is a web-based tool that allows you connect noCRM.io to hundreds of other apps. You can build and automate tasks (also known as Zaps) and workflows between the apps you use without any programming skills!!
With over 1000 business apps available on Zapier, you can manage your entire sales process with noCRM.io. Whether you want to automate sending emails from Gmail or adding leads to your subscribers list on MailChimp, our step-by-step tutorials are here to guide you!
List of Supported Triggers |
List of Supported Actions |
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Popular Tasks to Automate with Zapier
Jump right in with some popular pre-made Zaps. If you need more inspiration, see what else is possible with noCRM.io and Zapier.
Step-by-Step Tutorials
Click on any of the tiles below and follow our detailed walkthroughs. You can also check out our Youtube channel for video tutorials here.
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noCRM-Gmail: Automatically Send Emails to your Leads
Automate the process of sending emails to your leads when they have entered a specific step in your sales pipeline
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noCRM-MailChimp: Add New Leads as MailChimp Subscribers
Add new subscribers to a MailChimp list of your choice for every new noCRM lead
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noCRM-Trello: Create a Trello Card When a Lead Enters a New Step
Create a new card in your Trello board each time a lead enters a specific step in your sales pipeline
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Google Sheets-noCRM: Create Leads from New Spreadsheet Rows
Automatically get new Google sheet contact rows saved as leads in noCRM
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Wufoo-noCRM: Save Wufoo Form Entries as New Leads
Get your website form entries automatically created as leads in noCRM
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noCRM-Slack: Get Notifications on Slack for Newly Added Leads
Keep your team informed of incoming noCRM leads with automatic notifications on Slack
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Manual trigger: Send Templated Emails
Manually fire off actions from noCRM in other business apps using Zapier. Send templated emails from Gmail to your leads in a click
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Gmail-noCRM: Receive Incoming Emails from Leads into noCRM
Retrieve Gmail incoming emails from your leads directly into noCRM for a full history of your exchanges
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Automate Workflows Across Several Apps
Build an automated workflow consisting of several actions across noCRM.io, Wufoo, MailChimp, and Gmail using Zapier
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JotForm-noCRM: Save JotForm Submissions as Cold Prospects
Create new rows in a prospecting list of your choice using JotForm submissions
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Facebook-noCRM: Create Leads from Facebook Lead Ads Campaigns
Create leads automatically in noCRM generated from your Facebook Lead Ads campaigns
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Automatically Log Completed Activities on Leads
Log sales activities completed in other apps in noCRM.io. Log the custom activity "Invoice Sent" on the right lead when an invoice has been created in QuickBooks
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Move Leads Automatically to the Step of your Choice
Add leads to the right pipeline step once your trigger is set off. When a Proposify proposal has been won, automatically move the lead to the step of your choice.
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Gmail-noCRM: Add Incoming Email Attachments to your Leads
Save incoming email attachments to the corresponding leads in noCRM.io
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Automatically Add Amount & Probability to your Leads from Created Invoices
Learn how to update your lead's amount and probability in noCRM.io when invoices have been updated/created.
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Use Custom Lead Fields in your Zaps
Learn to create and use custom lead fields to enrich your zaps and get more things done.
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Typeform-noCRM: Create New Leads from Typeform Entries
Create leads in noCRM.io automatically for every typeform entry generated to grow your sales pipeline
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noCRM-TextMagic: Send Text Messages to Leads from noCRM
Confirm an appointment with your leads from noCRM in a click with TextMagic
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noCRM-PandaDoc: Send PandaDoc Proposals to noCRM Leads
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noCRM-Google Sheets: Add a New Google Sheets Row When a New Prospect is Created
Trigger an action automatically in any selected app when a new prospect is created in noCRM.io
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noCRM-Slack: Notify Users on Slack When a Lead is Assigned to Them
Get automatic direct messages sent to your team when a new lead is assigned to them in noCRM
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Calendly-noCRM: Change Lead Status to Standby When an Event is Booked
Create an activity for your leads by changing the status to Stand By when an event has been booked through Calendly.
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Manual Trigger: Geolocate noCRM-Leads on Badger Maps
Manually fire off actions from noCRM in Badger Maps using Zapier. Create a new account Badger from a noCRM-lead to get the geolocation of your lead.
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Smith.ai-noCRM: Funnel in leads from your virtual receptionist to your sales pipeline
Grow your noCRM sales pipeline with leads from your virtual phone and web chat receptionist, Smith.ai
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Salespanel-noCRM: How to Automatically Add Lead Visiting your Website to your Pipeline
Capture opportunities visiting your website and send automatically them to your lead management software.
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Manual Trigger: Assign Incoming Leads Randomly to Users
How to Assign Incoming Leads Randomly Across Users In The Account