Connect Heltar and noCRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Campaign
New Client
Choose an Action
Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
Ready to use Heltar and noCRM.io automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Campaign
Triggers when a new campaign is created
New Client
Triggers when a new client is created
New Lead
Triggers when a new lead is created
New Client Folder
Triggers when a new client folder is created
New Lead Comment
Triggers when a new lead is comment on
Lead Deleted
Triggers when a new lead is deleted
Do thisActions
Action is the task that follows automatically within your Heltar integrations.
List All Campaigns
Retrieve the list of all campaign
List All Clients
Retrieve the list of all clients
List All Templates
Retrieve the list of all templates
Create Campaign
Creates a new campaign
Create Client
Creates a new client
Fetch Client Messages
This will fetch all the messages of a particular client.
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Frequently Asked Questions
To start, connect both your Heltar and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Heltar triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Heltar data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Heltar and noCRM.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Heltar and noCRM.io. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
Learn MoreAbout noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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