Connect noCRM.io and Capsule CRM to Build Intelligent Automations

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When this happens...

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created

New Client Folder

New Client Folder

Triggers when a new client folder is created

New Lead Comment

New Lead Comment

Triggers when a new lead is comment on

Lead Deleted

Lead Deleted

Triggers when a new lead is deleted

New Lead Assigned

New Lead Assigned

Triggers when a lead is assigned or re-assigned to someone

New Lead Title or Content Changed

New Lead Title or Content Changed

Triggers when a lead title or content changed

Do thisActions

Action is the task that follows automatically within your noCRM.io integrations.

List Client Folders

List Client Folders

Return the list of client folders

Assign lead

Assign lead

Assign a lead to a user. The user will be notified by email of the assignment if the preference to receive notifications is checked.

Change Lead's Title

Change Lead's Title

Change the title of the lead

Change Lead's Status

Change Lead's Status

Change the status of the lead

Change Lead's Step

Change Lead's Step

Change the step of the lead

Log an activity to a lead

Log an activity to a lead

Add an activity to the lead.

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Frequently Asked Questions

How do I start an integration between noCRM.io and Capsule CRM?

To start, connect both your noCRM.io and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in noCRM.io triggers actions in Capsule CRM (or vice versa).

Can we customize how data from noCRM.io is recorded in Capsule CRM?

Absolutely. You can customize how noCRM.io data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between noCRM.io and Capsule CRM?

The data sync between noCRM.io and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from noCRM.io to Capsule CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between noCRM.io and Capsule CRM?

Yes, you can set conditional logic to control the flow of data between noCRM.io and Capsule CRM. 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.

noCRM.io

About 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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Capsule CRM

About Capsule CRM

CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.

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