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NoCRM Integration

NoCRM is a CRM platform that allows users to perform customer relationship management (CRM). nocrm-io allows users to manage their customers, opportunities and sales, automate sales processes, collaborate with sales teams, track, report, analyze sales performance. nocrm-io is designed for users who want to manage customer relationships.

Triggers

Trigger components allow you to start an automation flow when an event happens in the app.

New Lead

Emit new event on each lead created. See the docs here.

New Prospect

Emit new event on each prospect created. See the docs here.

Actions

Action components allow you to perform operations on the app.

Create Lead

Creates a new lead. See docs here

Get Lead

Get a lead. See docs here

Update Lead Status

Updates a lead status. See docs here

How to Integrate NoCRM?

For NoCRM integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find NoCRM.
  5. Drag and drop the NoCRM component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your NoCRM account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!