Integrate noCRM.io with Retently
Trigger NPS/CSAT surveys after key sales milestones or lead status changes, sync customer profiles to ensure accurate feedback association, and use survey responses to improve sales strategies and customer interactions.
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About noCRM.io
noCRM.io is a sales management tool that helps users track leads and manage their sales processes. It allows for assigning leads, updating statuses, and creating comments or tags on leads.
noCRM.io to Retently
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone.New Lead Content or Title Changed
Triggers when the content or the title of a lead is updated.New Email Received From a Lead
Triggers when an email is received from a lead.New Lead Status Changed To..
Triggers when a specific status of the lead is changed.New Unassigned Lead
Triggers when a lead is created unassigned.New Lead
Triggers when a lead is created.New Task Status Changed To...
Triggers when a specific status of the task is changed.New Lead Comment
Triggers when a lead is commented on.New Deleted Lead
Triggers when a lead is deleted.New Manual Trigger
Triggers when someone clicks on the lead Actions menu for a manual fire.New Lead Step Changed To..
Triggers when a specific step of the lead is changed.New Client Folder
Triggers when a client folder is created.New Prospect Created...
Triggers when a prospect is created in any prospecting list or in a specific one.Retently to noCRM.io
Assign Lead
Assigns the lead to a user.Change Lead's Title
Changes the title of a lead.Change Step
Changes the step of a lead.Add Comment
Creates a comment on a specific lead based on the parameters given.Add Tags
Creates a new tag on a specific lead based on the parameters given.Set Amount and Probability
Sets the amount and the probability of a lead.Find Lead
Finds a lead from an email address.Find or Create Lead
Finds a lead from an email address.Add Attachment
Adds an attachment to a lead.Call Simplified API
Calls the simplified API to interact with your data.Change Status
Changes the status of a lead to Standby, Won, Cancelled, or Lost.Log an Activity
Logs an activity on a specific lead based on the parameters given.Create Prospect
Creates a prospect on a specific prospecting list based on the data given.Create Lead
Creates a new lead.Set the Estimated Closing Date
Sets the estimated closing date on a lead.Find a Prospecting List
Finds a prospecting list by searching.
Alex Bitca
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