When this happens...

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created
Triggers when a new client folder is created
Triggers when a new lead is comment on
Triggers when a new lead is deleted
Triggers when a lead is assigned or re-assigned to someone
Triggers when a lead title or content changed
Action is the task that follows automatically within your LoopedIn integrations.
Creates a new idea in LoopedIn.
Updates an existing idea in LoopedIn.
Creates a new Roadmap Card in LoopedIn.
Updates an existing Roadmap Card in LoopedIn.
Deletes an existing idea in LoopedIn.
Delete an existing Roadmap Card in LoopedIn.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your LoopedIn and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in LoopedIn triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how LoopedIn 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 LoopedIn 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 LoopedIn 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.
LoopedIn is a versatile platform designed to enhance team collaboration and project management. It offers a suite of tools to streamline communication, task management, and project tracking, making it ideal for teams looking to improve productivity and efficiency.
Learn MorenoCRM.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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