How to integrate noCRM.io

Created by Ivana B, Modified on Fri, 19 Aug 2022 at 03:29 PM by Igor Galic

TABLE OF CONTENTS



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


SourceTarget
Send LeadsAdd Teams
Send Unassigned LeadsAdd Team Members
Send Lead AttachmentsAdd Client Folder
Send Lead CommentsAdd Lead Categories
Send UsersAdd Predefined Tags
Send TeamsAdd Fields
Send PipelinesAdd 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.


Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.

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.

 

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!


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