Restyaboard Integrations with You Don't Need a CRM! through Zapier

Restyaboard Integrations with You Don't Need a CRM! through Zapier

You Don't Need a CRM!

You Don't Need a CRM! helps salespeople track and close their deals without spending hours filling out forms. You can create new lead in a matter of seconds from whatever source you want (business card, spreadsheet, email, website ... or Zapier)

Triggers

New Board

Data sent to You Don't Need a CRM!, when the user creates a new board.

New List

Data sent to You Don't Need a CRM!, when the user creates a new list on the board.

New Card

Data sent to You Don't Need a CRM!, when the user creates a new card in the list of the board.

New Activity

Data sent to You Don't Need a CRM!, when the user performs any activity.

Actions

Create lead

Create a new lead inside You Don't Need a CRM! based on the parameters given. If you want to assign directly the lead to a collaborator, you need to add the email address of this user as parameter. If you don't provide a user email address or if the email doesn't correspond to any user registered in your account the lead will be unassigned. Unassigned leads can be found in the `Unassigned leads` tab.

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