---
title: "Automate your sales workflows in noCRM"
description: "Discover the two ways to automate your sales activities in noCRM: built-in Automations and third-party apps such as Zapier and Make."
url: https://help.nocrm.io/en/articles/11-automate-your-sales-workflows-in-nocrm
collection: "Workflow Automation"
updated: 2026-11-05
language: en
alternates: [pt-br, es, de, fr, it]
---

# Automate your sales workflows in noCRM

Discover the two ways to automate your sales activities in noCRM: built-in Automations and third-party apps such as Zapier and Make.

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.

## How do you automate workflows directly in noCRM?

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](https://help.nocrm.io/en/articles/26-automations-inside-your-nocrm-account.md).

All automated actions are performed by a special system user called [The Butler](https://help.nocrm.io/en/articles/27-automating-workflows-and-improving-stats-with-the-butler.md), so that your reports and activity history stay accurate.

> **Warning:** **Important**: The built-in Automations are only available in the Dream edition. Automations with Zapier or Make are available in the Expert and Dream editions.

## How do you automate workflows with Zapier or Make?

[Zapier](https://www.nocrm.io/app-integrations/zapier) and [Make](https://www.nocrm.io/app-integrations/integromat) (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](https://www.nocrm.io/no-code-academy/no-code-apps).

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.
    

> **Success:** **Best practice**: Use the built-in Automations for workflows that stay inside noCRM, and Zapier or Make when you need to connect noCRM with external apps such as Google Sheets.

## Which tasks can you automate first?

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.

> **Info:** **Note**: Learn more about no-code and what else you can do with automation in our [no-code Academy](https://www.nocrm.io/no-code-academy).