noCRM.io integration with Slack
How to Send channel messages on Slack when leads are won
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Send channel messages on Slack when leads are won" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate noCRM.io integrations
noCRM.io actions
Nekton can use any feature that is available in noCRM.io API.
Using our advanced AI, you can easily create custom automations for noCRM.io.
Here are some typical actions you can do in your automated workflows.
Assign Lead
Assign the lead to a user
Change Lead's Title
Change the title of a lead
Change Step
Change the step of a lead
Add Comment
Create a comment on a specific lead based on the parameters given. This action only works for
Add Tags
Create a new tag on a specific lead based on the parameters given.
This action only works for
Set Amount and Probability
Set the amount and the probability of a lead
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