If you want to automate certain activities or workflows in noCRM, you're in the right place. This section of the Help Center gathers step-by-step tutorials to help you streamline your sales process.
You can automate your workflows in two ways: with the built-in Automations of noCRM, or with third-party apps such as Zapier and Make.
The built-in Automations let you create rules that react to events in your account, for example when a lead is created or changes step, and trigger actions such as assigning the lead, notifying a user, sending a template email or adding a tag, without any external tool. To set them up, read Automations inside your noCRM account.
All automated actions are performed by a special system user called The Butler, so that your reports and activity history stay accurate.
Zapier and Make (formerly Integromat) are third-party apps that connect noCRM with other business apps. Learn more about these apps and which one to choose in our no-code Academy.
Zapier and Make let you build an automated workflow in two parts:
Trigger: an event that sets in motion the actions you want to happen. For example: a new lead is created.
Action(s): what Zapier or Make executes in noCRM when the trigger event happens. For example: move the newly created lead to the "Contacted" step.
Start by automating repetitive daily tasks, such as assigning incoming leads, scheduling sales follow-ups and sending emails. The articles in this section explain how to set up each of these workflows step by step.
