IntegrationsnoCRM.ioNelio Forms
noCRM.io + Nelio Forms

Connect noCRM.io and Nelio Forms to Build Intelligent Automations

Choose a Trigger

noCRM.io

When this happens...

Choose an Action

Nelio Forms

Automatically do this!

Enable Integrations or automations with these events of noCRM.io and Nelio Forms

Enable Integrations or automations with these events of noCRM.io and Nelio Forms

Triggers

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

Actions

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 Nelio Forms?

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

Can we customize how data from noCRM.io is recorded in Nelio Forms?

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

How often does the data sync between noCRM.io and Nelio Forms?

The data sync between noCRM.io and Nelio Forms 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 Nelio Forms?

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 Nelio Forms?

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

About Nelio Forms

Nelio Forms is an online form builder for WordPress to create contact forms to collect information, make content interactive, and generate conversions.

Learn More