How to integrate noCRM.io

Created by Maja Bradonjic, Modified on Tue, 20 Jun 2023 at 04:05 PM by Ivana B

Description
Entities
Steps

Description

Lead management software (SaaS) built for salespeople. Unlike a traditional CRM system, noCRM boosts productivity by allowing sales reps to create leads in seconds (email, mobile, business card, websites, spreadsheet) and manage their sales cycle from end to end. Managers and reps can monitor the health of their pipeline with our visual sales pipeline and synchronize reminders with their calendars ensuring no follow-up is missed and no important lead is dropped.

Check out noCRM here!

Entities

Source	Target
Send Leads	Add Teams
Send Unassigned Leads	Add Team Members
Send Lead Attachments	Add Client Folder
Send Lead Comments	Add Lead Categories
Send Users	Add Predefined Tags
Send Teams	Add Fields
Send Pipelines	Add Leads
Send Steps
Send Client Folders
Send Lead Categories
Send Predefined Tags
Send Fields
Send Activities

Possible Task Triggers are: Schedule ( Hourly, Daily, Weekly and Monthly )

On Event ( Task Succeeded event)

Steps

Step 1.

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar. Selecting the noCRM.io integration

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description. Naming the Integration

Step 3.

You will be prompted for the API Key.

Step 4.

To obtain the Base URL Plese enter base url in format:

https://{YOUR_SLUG_HERE}.nocrm.io/api/v2/

You can generate your API KEY in Admin Panel -> Integrations -> API -> Api Keys section.

Click on "API" under Integrations.

Navigating to the Integrations and API panel

Then Click on "API Keys".

Simply Create an API Key, Name it, describe it.

Copy it and paste it to SyncSpider.

noCRM.io is just one of the tools we support!

To check the list of the tools and features we support please click here!

If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :)

We develop integrations based on the requests and up-votes :)

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!