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Beyond-Bot.ai + nocrm_io
noCRM.io is a lead management software designed to help sales teams track and close deals efficiently.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to nocrm_io.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in nocrm_io.
Trigger Workflows
Start automated workflows in nocrm_io based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within nocrm_io.
Nocrm Io Add A Tag To A Lead
Tool to add a tag to a lead. use when you need to assign one or more tags to a specified lead via nocrm.io.
Nocrm Io Append To Leads Description
Tool to append text to the lead's description. use when you need to add context incrementally without overwriting. example: append 'left voicemail' to lead 1234.
Nocrm Io Assign Lead To User
Tool to assign a lead to a user. use when reassigning a lead to the correct owner to trigger assignment notification.
Nocrm Io Change Lead Status Cancelled
Tool to change a lead's status to 'cancelled'. use after confirming no further follow-up is needed and the lead should be marked as cancelled.
Nocrm Io Change Lead Status Standby
Tool to change a lead's status to 'standby'. use when scheduling follow-up after determining the next contact should occur in a set number of days.
Nocrm Io Create Lead
Tool to create a new lead. use when adding a fresh prospect to your pipeline via nocrm.io. example: create a lead titled 'acme corp' assigned to a user.
Nocrm Io Delete Lead
Tool to delete a lead. use when you need to permanently remove a specific lead after verifying it is no longer needed.
Nocrm Io Duplicate Lead
Tool to duplicate a lead. use when cloning an existing lead into a new step without overwriting original.
Nocrm Io List All Teams
Tool to retrieve all teams. use when you need to fetch every team and its members from nocrm.io.