If you are looking to automate certain activities or workflows inside noCRM, then you're in the right place.
This section of the Help Center is where you will find step-by-step tutorials on how to use automation to streamline your sales process.
Note: Learn more about no-code and what else you can do with automation in our no-code Academy.
How to get started
Automations in noCRM are done through third-party apps: Zapier and Make (formerly Integromat).
Learn more about these apps and which to choose here.
Zapier and Make allow you to build workflow automation through two parts:
Trigger: an event that sets in motion a series of actions you want to happen. E.g.: A new lead is created
Action(s): an event Zapier/Make executes in noCRM when your trigger event happens. E.g.: Move newly created lead to the step "Contacted".
Featured step-by-step use cases
Start by automating daily repetitive tasks such as assigning incoming leads, setting up sales follow-ups, and sending emails.
Note: Automation workflows are only available in the Expert or Dream edition.