noCRM.io + Overloop Integration

Automatically creates a new lead

Automatically adds a new activity to a lead

Automatically assigns tag to a lead based on predefined criteria

Automatically updates lead status based on predefined criteria

Automatically retrieves information for a particular lead using their email

Automatically updates the title of a lead

Automatically assigns leads to particular users for follow-up

Automatically creates a new comment on a lead

Automatically creates a new workspace

Automatically updates the lead's current step in the workflow process

Automatically sets the amount and probability of a lead

Automatically sets the estimated closing date for a lead

Automatically adds an attachment to a lead

Automatically adds a new contact to the address book

Automatically finds and retrieves contact information

Automatically enrolls a contact in a workflow

Automatically enrolls a deal in a workflow

Automatically exclude contacts from receiving future communications

Automatically updates contact information with new details

Automatically removes a contact from the exclusion list

Automatically finds and retrieves information about a organization

Automatically creates a new organization

Automatically updates organization information

Automatically generates a new deal for potential clients

Automatically retrieves and find a deal

Automatically updates deal status to lost

Automatically updates deal status to won

Automatically updates deal information based on new criteria or changes

Automatically enrolls an organization in a workflow

Automatically scan email inbox for keywords or sender