lead_events
Lead Events
Fires when lead events occur: creation, status changes, step changes, assignments, comments, content changes, and deletions.
lead_events
Fires when lead events occur: creation, status changes, step changes, assignments, comments, content changes, and deletions.
prospect_events
Fires when prospect events occur: creation and updates.
task_events
Fires when post-sales task status changes occur (done, standby, todo).
Manage leads, prospects, and sales pipelines for sales teams. Create, update, assign, filter, and delete leads with statuses, pipeline steps, tags, amounts, and reminders. Add comments and attachments to leads, track full action history, and send emails from leads using templates. Create and manage prospecting lists, convert prospects into leads, and search prospects by email or field. Handle post-sales processes with task management. Create and manage client folders, users, and teams. Configure pipelines, steps, activity types, categories, tags, and custom fields. Assign leads via direct, random, round-robin, or weighted round-robin methods. Detect duplicate leads and manage webhooks for lead, prospect, task, and account events.
Common questions about connecting Nocrmio to AI agents with Metorial.